Bring your own email or SMS delivery account (BYO). See Providers for supported providers and setup requirements.
Prerequisites
- A Spotzee account. Get started.
- A delivery provider account (any supported email or SMS vendor).
- A test user list (CSV or copy-pasted addresses).
Steps
1
Create your organisation
After signing in, you’ll be prompted to create an organisation. This is the top-level container that holds your projects, users, and billing.
2
Connect a delivery provider
From your project, open Settings → Integrations and add your email or SMS sending account. You’ll be asked for the credentials your provider issues, usually an API key.
3
Import users
Open Lists, create or select a list, and choose Import users. Download the CSV template. Include an
external_id column for each user; you can also include email, phone, name, and custom attributes.4
Create a campaign
Open Campaigns and create a new campaign. Pick a channel, choose or compose a template, and select your imported users as the audience.
5
Send and monitor
Send the campaign. Delivery, opens, and clicks update on the campaign’s detail page.
Next steps
Core concepts
The building blocks: users, segments, journeys, channels.
Build a multi-step journey
Add delays, splits, and A/B tests.
Smart segments
Audiences that update as customer data changes.
API access
Trigger campaigns and sync users from your own systems.