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Guide

Marketing drafts and approval

PawOS can write a note. It does not send it until you approve. People who have not agreed to marketing are left off.

A marketing draft waiting for approval.

  1. Step 1

    Draft a note

    Open Marketing. Choose who: lapsed clients (8 weeks), grooms due, birthdays this week, or food reorders. Choose WhatsApp, SMS, email, or a social caption. Tap Draft. A draft costs 3 credits.

  2. Step 2

    Read who is included

    The draft lists people with marketing consent. Anyone without consent is counted as left off. Check the wording. {name} and {pet} are filled in for each person when it sends.

  3. Step 3

    Approve, or dismiss

    Approve and send queues one message per included person and spends 1 credit each. Approve caption only saves a social post for you to copy. It is not posted for you. Dismiss drops the draft.

  4. Step 4

    Nothing sends in the background

    If you do not tap Approve, nobody is contacted. A social caption is never delivered as a WhatsApp.