Term

Definition

Example

📣 Campaign

A structured email or SMS message manually sent to a group of subscribers for a specific purpose.

Example: A “Welcome to Recovery” email campaign sent to all new patients when they join a treatment program.

👤 Subscriber

An individual or organization that agreed to receive communications through iCampaign.

Example: A patient, alumni, or referral partner listed in CRM who receives newsletters or reminders.

🧩 Segment

A filtered group of subscribers created based on certain conditions like tags, dates, or custom fields.

Example: A “90-Day Alumni” segment that includes all former patients discharged three months ago.

📝 Template

A predesigned email or SMS layout used to create consistent and branded communications.

Example: A “Monthly Alumni Update” email template that includes sections for news, testimonials, and event links.

⚙️ Workflow

An automated series of actions that trigger communications based on subscriber behavior or timing.

Example: A workflow that automatically sends a birthday message to each subscriber on their date of birth.

🚀 Trigger

The event that starts a workflow, such as creating or updating a subscriber record.

Example: “When a new subscriber is created” → sends a welcome email.

🔍 Condition

Rules that define who qualifies for a workflow or campaign.

Example: Only send the campaign if “Subscriber Type = Alumni” and “Location = Florida.”

🎯 Action

The event that happens once conditions are met in a workflow.

Example: Send an existing “Alumni Re-Engagement” campaign when a subscriber’s last login was over 60 days ago.

💼 Workspace

A dedicated environment within iCampaign used to organize by facility location. This helps with branding for campaigns, templates, subscribers, and reports.

Tip: If there is more than one location but has the same branding, use one Workspace.

Example: A “Marketing Workspace” for outreach campaigns and a “Clinical Workspace” for patient updates.

🌐 Sending Domain

The verified email domain used to send campaigns (e.g., @dazos.com).

Example: Verifying “dazos.com” so recipients see “[email protected]” instead of a generic sender.

👩‍💼 Role

A set of permissions that defines what a user can view, create, edit, or delete within iCampaign.

Example: A “Marketing Manager” role can create campaigns and templates but cannot edit company settings.

🛠️ Admin

A user with full access to manage accounts, roles, settings, and platform configurations.

Example: An Admin verifies the sending domain and sets company branding before launching campaigns.

🔠 Token

A placeholder used in templates to personalize messages with subscriber or company information.

Example: “Hi {{subscriber.first_name}}” automatically displays as “Hi Maria.”

🔒 Trust Hub

The compliance center where companies register with Twilio for A2P 10DLC messaging approval.

Example: Registering your business profile, brand, and SMS campaign before sending text messages to U.S. numbers.

🏢 Company Settings

The admin area for configuring organizational details like logo, email footer, and compliance address.

Example: Adding your company logo and address to appear in every campaign footer.