Welcome to cirQQles

Setting Up cirQulate

Setting up cirQulate correctly is the first and most important step before sending any SMS or email campaigns. cirQulate includes a guided setup checklist that ensures your account is compliant, organized, and ready for successful communication. This article walks you through each setup requirement, including Categories, Email Footers, Campaign Types, and Templates.

Once these steps are completed, you’ll have full access to campaign creation and sending features.

Accessing cirQulate Setup

To begin:

1. Log in to your cirQQle Manager at manage.cirqqles.com

2. Use the left-hand navigation menu

3. Click on cirQulate

The first time you open cirQulate, a setup checklist popup will appear automatically. All items in this checklist must be completed before you can create or send campaigns.

Step 1: Create Categories

Categories are used to organize your contacts and target specific audiences. They function like tags and allow you to control who receives certain types of campaigns.

Why Categories Matter

• Help segment your audience

• Allow targeted messaging

• Prevent sending irrelevant messages

• Required for campaign delivery

How to Create Categories

1. Open Categories from the left menu

2. Click Add Category

3. Enter a category name (e.g., Promotions, Members, Events) with your choosen color code.

4. Save the category

You can assign multiple categories to a single contact, making it easy to send highly targeted campaigns.

Step 2: Create an Email Footer

An Email Footer is a default section automatically added to all email campaigns. It typically contains branding and compliance information.

What to Include in an Email Footer

• Business name

• Contact details

• Address (if applicable)

• Required unsubscribe or compliance language

How to Create a Footer

1. Go to Footers in the left menu

2. Click Create Footer

3. Add your footer content (i.e. Business name, Contact details, Address, Website)

4. Save the footer

Once created, this footer will be selectable in your email campaigns and templates.

Step 3: Create Your First Template

Templates are the foundation of all campaigns. cirQulate supports both Email and SMS templates using drag-and-drop builders.

Email Templates

• Add headers, images, text blocks, buttons, and dividers

• Designed for rich, visual communication

• Ideal for announcements and promotions

SMS Templates

• Short, clear messages for quick engagement

• Can include text, images, and links

• Best for reminders, alerts, and time-sensitive offers

How to Create a Template

1. Open Templates from left menu under Content type. In this section, you will find two parts (Email Template and SMS Template).

2. Click New Email Template

3. Build your template using the drag-and-drop editor from the left menu containg Text Block, Image, Video, Button, Spacer, 2 Columns and 3 Columns.

In the following image, I have used 3 editors to create a template (Text Block, Button and Image).

4. Click on Next: Template Setting
   In this section, name your template, enter Email Subject Line, Preview text, and Category (which contacts do you want to send this compaign template).
   

5. Save the template

Once saved, templates are available for use in campaigns.

Step 4: Configure Campaign Types

Campaign Types define the purpose of your communications and help manage subscriptions and reporting.

Common Campaign Types

• Announcements

• Promotions

• Customer Notifications

• Updates or Alerts

Why Campaign Types Are Important

• Allow contacts to manage their subscriptions

• Improve reporting and analytics

• Support compliance best practices

How to Create Campaign Types

1. Open Campaign Types from the left menu

2. Click New Email Campaign

3. Name the campaign type and select other sections to set it per your need.

4. Schedule the Campaign per your need i.e Send Immediately, Schedule for later, Recurring Schedule.

5. Save your changes

Each campaign you send must be assigned a campaign type.

Completing Setup

After completing all four steps:

• Categories

• Email Footer

• Campaign Types

• At least one Template

The setup checklist will disappear, and full campaign functionality will be unlocked.

You are now ready to:

• Create campaigns

• Test messages

• Schedule or send communications

• Track performance using Analytics

What’s Next?

After setup, follow the cirQulate workflow:
Build → Create → Send → Review

This process ensures every campaign is well-designed, properly targeted, and continuously improved based on performance data.