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Email and SMS campaigns

With Professional or Premium, send email or SMS campaigns to contacts who opted in and confirmed. Card2Tap reviews each campaign before it can be sent.

Marketing lets you send email and SMS campaigns from your profile. It is part of the Professional and Premium plans.

Who receives a campaign

Only contacts who ticked the marketing box for that channel on your exchange form, confirmed it (an email link, or replying YES to a text) and haven’t unsubscribed. Sharing contact details alone never adds anyone. Every email has an unsubscribe link, and people can reply STOP to a text.

Before you start

In Advanced settings, keep Contact exchange on, tick Email marketing sign-up or SMS marketing sign-up, and add your Sender mailing address. The Channels panel on the Marketing page shows whether sending is available for each channel and how many confirmed subscribers you have.

Create and send a campaign

  1. Select New campaign. Choose Email or SMS and give it a Campaign name that only you see.
  2. Write the message. Choose the Sender name, and for email add a Reply-to email and Subject. Your mailing address, the unsubscribe link and “Reply STOP to opt out” are added automatically.
  3. Choose the audience. Leave the status boxes empty for every opted-in contact, or limit it by status. You see how many people would receive it.
  4. Submit for review. Select Preview, then Submit for review. Card2Tap checks the campaign before it can be sent.
  5. Send. Once it is Approved, select Send to … approved recipients and confirm. Changing the content after approval returns it to draft.

With Premium, the AI assistant can suggest a first draft for you to review and edit. See AI marketing drafts.

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+1-905-604-7793info@card2tap.comMonday–Friday, 9 A.M.–5 P.M.