How do I set up Sender and begin implementing a new campaign?

Setup and Onboarding

Setting up Sender is designed to be straightforward, with guided steps to connect data sources and prepare message templates. Sender supports role-based access to protect sensitive information. Sender helps you start with a focused pilot and expand gradually.

Implementation Details

In practice, you’ll configure data streams, map fields, and create a starter workflow in Sender. This setup ensures subsequent campaigns leverage consistent data and messaging. Sender remains flexible to adapt to your organization’s structure and governance.

Actionable considerations

1. Define a starter campaign and assign owners in Sender
2. Validate data mappings and ensure permissions are appropriate
3. Test the workflow with a small audience before broader rollout