A campaign connects a trigger to a template. Once it exists and is Active, each matching Zoho event can send that template to the lead, once per lead.

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Before you start

1

Open Campaigns

Open your agent, select Outbound, then Campaigns. A new agent shows No campaigns yet and “Create a campaign to send outbound messages.”
2

Select Create campaign

The Create campaign dialog opens.
3

Fill the fields

The dialog adds “The agent sends this template.” between the template and trigger fields. It means the agent makes the send call, not Kylo’s webhook.
4

Select Create

Create is enabled once every field is set. The campaign appears with the status Active. If creation fails you see the reason, for example “Pick an Active template.” See Campaigns.
5

Test it with a real lead

In Zoho, create a test lead that matches the trigger, with your own WhatsApp number in the phone field the trigger reads. When the event fires, the message arrives on your phone. Then check Sent on the campaign row.
The campaign is live. Each new matching event sends at most once per lead.

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Pause it

Open the row’s actions menu and select Pause. Kylo stops matching events for this campaign, and the Zoho rule stays in place. Resume turns it back on. See Campaigns.

Next: monitor sends

Check counters, logs, and conversations.