Charles

Learn how to use the Campaigns dashboard to prepare, organize, schedule and analyze your campaigns and insights.

Campaign Dashboard

Add images, videos, and even PDFs to your campaign. Plus, format your text.

Message template content and formatting

Here’s everything you need to know to build your campaign

Create a standard Campaign

Create a Birthday Campaign

Remind customers to restock on beauty, pet food and more with automatic reminders set at intervals of your choosing.

Create a Replenishment Campaign

Wake up sleeping customers with an automatic WhatsApp campaign to those who haven’t purchased in the last few months.

Create a Win-back Campaign

Create a Carousel Campaign

Step-by-step instructions on how to create campaign A/B test in charles.

Create a Campaign A/B Test

Campaign scheduling lets you do exactly that - schedule your campaigns so you can catch your customers outside of office hours.

Scheduling campaigns

Learn how you can avoid negative template ratings, and how to create better campaigns.

Opt-out button in a campaign

Learn about the newly introduced controls for customers and how to handle it as a business.

Understanding User Preferences for WhatsApp Marketing Messages

Create WhatsApp campaigns. Get creative and watch your engagement skyrocket 🚀

Campaign Manuals

Imprint

Privacy policy

Legal

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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