Messages & campaigns

Send a personal follow-up

Reviewed: 2026-10-15

Choose message language separately from the interface.

Step-by-step guide

1. Select the client, a template and Email, SMS or WhatsApp.
2. Choose the recipient’s language. Add missing-document selections, birthday wishes or a reviewed payment link as appropriate.
3. Check recipient, signature and message. Send using the available channel, then check delivery status.

Features depend on your plan, permissions and enabled provider connections. These guides explain tasks; reading a guide does not perform an action or confirm completion.