NovaCampaign User Guide

1. Getting Started

Logging In

Navigate to the login page and enter the email and password provided by your company administrator. After signing in, you will be taken to your dashboard.

Dashboard Overview

The dashboard gives you a quick snapshot of your account activity, including recent campaigns, contact counts, and message delivery statistics. Use it as your starting point to monitor ongoing campaigns.

Navigation

The sidebar provides access to all major sections of the platform:

• Dashboard -- overview of recent activity and statistics
• Contacts -- manage individual contacts and their details
• Lists -- organize contacts into targeted groups
• Campaigns -- create, manage, and send campaigns
• Templates -- browse and create reusable message templates
• Channels -- configure email and WhatsApp delivery channels

2. Managing Contacts & Lists

Adding Contacts

Go to Contacts and click Add Contact. Fill in the contact's name, email address, and optionally a phone number (required for WhatsApp campaigns). You can also add custom fields like company name or location.

Creating Lists

Lists let you group contacts for targeted messaging. Navigate to Lists and click Create List. Give your list a descriptive name, then add contacts to it. A single contact can belong to multiple lists.

Importing Contacts

To import contacts in bulk, use the import feature on the Contacts page. Prepare a CSV file with columns for name, email, and phone number. The importer will map your columns and let you review the data before confirming the import.

3. Creating Campaigns

Campaigns are created using a 3-step wizard that guides you through setup, content creation, and recipient selection.

Step 1: Setup

Choose a name for your campaign and select the channel type:

• Email -- send messages via email. Requires an email channel to be configured.
• WhatsApp -- send messages via WhatsApp Business API. Requires a WhatsApp channel.
• Both -- send the same message through both email and WhatsApp simultaneously. Uses one shared body with channel-specific formatting applied automatically.

You can also select a campaign type (such as Promotion, Event, or Newsletter) to help organize your campaigns and get relevant template suggestions.

Step 2: Content

Write your message content or select a template to start from. The content editor supports:

• Rich text formatting for email messages
• Template variables like {{contact_name}} and {{company_name}} that are automatically replaced with each recipient's data
• AI-powered content generation and translation (see the AI Content Generation section)

For email campaigns, you will also set the email subject line. For WhatsApp campaigns, you can add a header, footer, and call-to-action buttons. When using the Both channel, you write one shared body and the system handles channel-specific formatting.

Step 3: Recipients & Send

Select which contacts or lists will receive the campaign. Review a summary of your campaign including the message preview, recipient count, and channel details. When everything looks right, schedule the campaign or send it immediately.

Campaign Status

After sending, you can track your campaign's progress on the Campaigns page. Each campaign shows its current status:

• Draft -- still being edited, not yet sent
• Sending -- messages are being delivered
• Sent -- all messages have been processed
• Failed -- delivery encountered errors (check details for more information)

4. Using Templates

Browsing Templates

Go to Templates to see all available templates for your company. Templates are organized by channel (Email or WhatsApp) and can be filtered by campaign type. Each template shows a preview so you can quickly find the right one.

Creating Custom Templates

Click Create Template to build your own. Choose a channel (Email or WhatsApp), give it a name, and write the content. You can optionally tag it with a recommended campaign type to make it easier to find later.

Template Variables

Templates support named variables that are replaced with actual data when the message is sent. Use double curly braces to insert variables:

• {{contact_name}} -- the recipient's full name
• {{contact_email}} -- the recipient's email address
• {{company_name}} -- your company's name
• {{event_date}} -- a date field, if applicable to your campaign

Variables are the same across email and WhatsApp. For WhatsApp delivery, the system automatically converts named variables to the positional format required by the WhatsApp Business API.

5. AI Content Generation

Write with AI

The content editor includes a Write with AI feature that helps you generate professional marketing copy. To use it:

1. Open the content editor (in the campaign wizard or template editor).
2. Click the Write with AI button.
3. Provide a brief description of what you want to communicate, such as the topic, tone, and any key points to include.
4. The AI will generate a draft that you can edit, refine, or regenerate.

The generated content respects the channel format -- for email it produces formatted HTML content, and for WhatsApp it produces plain text within the character limits.

Translate

Need to reach contacts in different languages? Use the Translate button in the content editor to translate your message into another language. The translation preserves your template variables (like {{contact_name}}) so they continue to work correctly after translation.

6. For Company Admins

Company administrators have additional capabilities for managing the organization's account and settings.

Managing Channels

Channels are the delivery methods for your campaigns. Go to Channels to configure:

• Email channels -- connect your email sending service by providing SMTP or API credentials. You can set up multiple email channels for different sender addresses.
• WhatsApp channels -- connect your WhatsApp Business API account. This requires a WhatsApp Business Account ID and API token from Meta.

Embed Setup

NovaCampaign can be embedded into your own website or application using an iframe. This lets your team access campaign management directly from your existing tools. To set up embedding:

1. Generate an embed API key from the company settings page.
2. Add your website's domain to the allowed origins list.
3. Use the provided embed code snippet to add the iframe to your site.

User Management

Admins can invite new users, assign roles, and deactivate accounts from the company settings. Each user is assigned a role that determines their access level within the platform.

Company Settings

The settings page lets you update your company name, configure default sender information, and manage API keys and integrations.