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Use this guide when your facility needs to send the same message to a group of customers—not a one-off reply in Inbox. You will choose how customers receive the message (email, text, push, or social), create a campaign record your team can recognize later, and land on the campaign page where you finish the message and audience.
Campaigns are planned messagesA campaign is one scheduled outreach. Use Inbox when you are talking with one customer back and forth. Use a campaign when many customers should get the same clear update.

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What you will accomplish

  • Pick the right message type (email, text, push, or social).
  • Create a campaign with a name your team understands.
  • Optionally set a send date and time on the calendar.
  • Land on the campaign page ready to write the customer-facing message and choose who receives it.
Expected result: The campaign appears on the Marketing & Events calendar, usually with a draft status until you finish the next steps.

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When to use a campaign

  • Many customers need the same update (open house invite, storage reminder, holiday hours).
  • You are promoting a service, product, or facility news to a group.
  • You want the send date visible on the team calendar so two big messages do not land on the same day.

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Before you start

  • Know the goal in plain language (example: “Invite storage customers to our June open house”).
  • Decide who should receive the message. Review tags or customer types in Contacts if you are unsure.
  • Have a rough idea of the words customers will see. Short and friendly works best.
  • For SMS Message, confirm texting is set up in Settings > Communications.
  • For Social Media Post, confirm your social connection is ready in Settings > Communications.

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Step 1: Open Marketing & Events

1

Open Marketing & Events

From the dashboard sidebar, click Marketing & Events. You can also open Marketing & Events directly.Why this matters: All planned emails, texts, pushes, social posts, and linked events show on one calendar so your team can see what is already scheduled.
2

Stay on the Calendar tab

Make sure Calendar is selected at the top of the page.Expected result: You see the month view and an Upcoming schedule list. Use this view to avoid stacking two large sends on the same day.
Marketing and Events calendar showing upcoming email campaign and social event on the schedule
The Calendar tab shows planned campaigns and events together. Check what is already scheduled before you add a new campaign.
Check filters before you scheduleUse the Email, Text, Social, or Events pills above Upcoming schedule to see only that type. This helps you avoid stacking two emails on the same day.
Push notifications vs emailPush reaches customers who installed your facility app and allowed alerts. Email reaches everyone with an address on file. Many facilities send email first, then a short push reminder the day before an event.

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Step 2: Choose the message type

1

Click Create New

Click Create New in the top-right corner of the page. A menu opens with message types.
2

Pick how customers should receive the message

Choose the option that matches your goal:
  • Email Campaign — send an email to a group of customers. Best for invitations with photos, links, and longer details.
  • SMS Message — send a text (only when texting is enabled for your facility). Best for short reminders and same-day updates. Keep the message brief.
  • Push Notification — send a notice to customers who use your facility’s mobile app (only when push notifications are enabled and customers have allowed alerts on their phones). Best for quick alerts inside the app.
  • Social Media Post — publish to a connected social account (finish social setup in Settings > Communications first).
  • Social Event — create an event with RSVP and check-in (not a simple email blast).
Why this matters: The channel controls what you write next (subject line and body for email, short text for SMS, and so on).
Create New menu showing Social Media Post, Email Campaign, SMS Message, Push Notification, and Social Event
Choose the message type before you name the campaign. Pick Social Event only when customers need an RSVP page. Expected result: A window titled Create New Campaign opens (unless you chose Social Event, which starts the event wizard instead).
SMS looks grayed out or shows Setup Required?Your facility may still need a texting phone number. Open Settings > Communications to finish setup, then return to Create New. The SMS Message option may show a Setup Required badge until texting is ready.

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If you chose SMS or Push instead of email

The steps above use Email Campaign as the example. If you picked SMS Message or Push Notification, the Create New Campaign window works the same way—but what you write on the next page is shorter.
1

SMS Message campaigns

After you click Create Campaign, open Edit SMS on the campaign page. Type a short message (usually under 160 characters works best). Customers see this text on their phone—not a subject line.Example: “Mega Speed Storage open house July 15, 10 AM–2 PM. Tour our showroom and meet the team. Reply if you have questions.”Expected result: The preview shows your text exactly as it will appear on a phone screen.
2

Push Notification campaigns

After you click Create Campaign, open Edit Push. Add a short title and message. Only customers who installed your facility’s mobile app and allowed notifications will receive it.Why this matters: Push is great for quick reminders, but not every customer has the app—email or text may reach more people.
3

Finish audience and start the campaign the same way

Whether you chose email, SMS, or push, the setup wizard steps are the same: Design, Audience, Schedule, and Review. Continue with Add campaign message, audience, and publish.

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Step 3: Name the campaign and set an optional send time

1

Check the Channel

Near the top of the window, Channel shows the type you picked (for example Email). If it is wrong, close the window and choose again from Create New.
2

Enter the Name

In Name, type a label your team will recognize later. Customers usually do not see this exact name.Good examples:
  • June Open House Invitation
  • Winter Storage Reminder
  • Cars and Coffee Instagram Post
Avoid vague names like Email 1 or Blast—they are hard to find on the calendar later.
3

Set Schedule (optional)

Click Select date/time if you already know when the message should go out. You can leave this blank and set the time on the campaign page later.Why this matters: A send time helps your team plan around other messages and gives the calendar a clear date to display.
4

Click Create Campaign

Click Create Campaign at the bottom of the window.Expected result: The window closes and you land on the campaign detail page for the record you just created.
Create New Campaign dialog showing Channel, Name, optional Schedule, and Create Campaign button
Use a clear internal name. You will write what customers actually read on the next page.

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Step 4: Confirm the setup wizard opens

After Create Campaign, the app opens the setup wizard—not the old single-page layout with separate Publish Campaign buttons.
Campaign setup wizard on the Design step showing step pills and email preview
A new campaign opens the setup wizard on Design. Finish Design, Audience, Schedule, and Review before customers receive anything. You should see:
  • Step pills across the top: Design, Audience, Schedule, Review
  • A draft status on the calendar until you click Start campaign on the Review step
  • A large Design Email (or Design SMS / Design Push) button on the first step
Creating the record is not the same as sendingCustomers do not receive anything until you finish all four wizard steps and click Start campaign on Review. That work is covered in Add campaign message, audience, and publish.

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What happens next in the setup wizard

You will complete four steps before anyone receives the message. This guide stops after the campaign record exists; use the follow-up guide for each step.
1

Design — write what customers will see

On the Design step, click Design Email (or Design SMS / Design Push). Add a subject line and body for email, or the short text for SMS or push.
Edit Email screen with subject line and email body editor for a draft campaign
The internal campaign name is for staff. The subject and body are what customers see in their inbox.Expected result: The Design step preview shows your subject and message with a green checkmark on the step pill.
2

Audience — choose who receives it

On the Audience step, check the customers who should receive the campaign. Read the selected of counter before you click Continue.
Campaign setup wizard Audience step with customer checkboxes
Check only the customers who should receive this message. You can adjust the list before you start the campaign.Expected result: The counter matches the group you intend to reach.
3

Schedule and Review — pick a time and start

On Schedule, pick the send date and time. On Review, read the summary and click Start campaign.Expected result: The campaign moves from draft to scheduled or active, and it appears on the Marketing & Events calendar on the send date.
For field-by-field help on message, audience, and publish, continue with Add campaign message, audience, and publish.
SMS or push not in the menu?SMS appears only after your facility has a texting number in Settings > Communications. Push appears when your customer mobile app and push notifications are enabled. If you do not see either option, finish setup there first—or use Email Campaign instead.

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Common mistakes to avoid

  • Do not pick Social Event when you only need a simple email—use Email Campaign instead.
  • Do not use a vague campaign name your team cannot search for later.
  • Do not assume Create Campaign sent anything—always finish message, audience, and publish.
  • Do not send storage news to your entire contact list if only storage customers need it.

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Troubleshooting

I do not see Marketing & Events in the sidebarYour account may not have permission for marketing. Ask a facility owner or manager to review your role in Settings > Team.
I clicked Create Campaign but nothing changedCheck that Name is filled in. Required fields must be complete before the campaign can be created. If the page still looks blank, refresh the browser and open Marketing & Events again.
I chose the wrong message typeOpen the campaign only if it is still a draft and your team allows edits. Otherwise create a new campaign with the correct type from Create New and archive or ignore the mistaken record.
I am not sure who should receive the campaignOpen Contacts, filter by tag or customer type, and write down who fits. Then add those customers in Manage Audience—or follow Manage contact tags if your team needs better labels first.

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What to do next

  1. Add campaign message, audience, and publish — finish and send the campaign.
  2. Create a text, push, or social campaign — extra tips when you did not choose email.
  3. Organize your marketing photos and files — add a logo and facility photos before you design the email.
  4. Marketing & Events overview — see how campaigns fit with community, reviews, and website traffic.
  5. If the message promotes an event with RSVP, read Create a social event and Review social event RSVPs and attendees.