--- title: How to Send a Campaign to Selected Clients or a Client Report description: "Send an email, SMS or WhatsApp campaign from the Clients list selection toolbar or a client report’s Send campaign menu: what the counts mean, consent, the 5,000-row and 10,000-email limits, and drafts." --- [Skip to content](https://support.pabau.com/en/pabau2/how-to-send-a-campaign-to-selected-clients-or-a-client-report#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en) 2. [Marketing](https://support.pabau.com/en/pabau2/marketing?hsLang=en) # How to Send a Campaign to Selected Clients or a Client Report ## In this article, we will show you how to send an email, SMS or WhatsApp campaign straight to the clients you’ve ticked in the Clients list, to everyone in the list, or to the clients in a client report. **NOTE:** You need the **Can access broadcasts page** permission to see these buttons. **Send email** and **Send SMS** open the new email and SMS campaign builders, so they only appear once those are switched on for your account. **Send WhatsApp** only appears if your clinic uses Engage. #### **Step 1: Tick the Clients You Want to Message** Go to **Clients** and tick the clients you want to send to. As soon as one row is ticked, the toolbar above the list shows **Send email**, **Send SMS** and **Send WhatsApp**. The number on each button is how many of the ticked clients that channel can reach. Hover over a button to see what the number means — for example, **2 of 3 have an email address and opted in to marketing email.** ![The Clients list with three clients ticked and the Send email, Send SMS and Send WhatsApp buttons in the toolbar, each showing a count](https://support.pabau.com/hubfs/kb/send-campaign-selection-01-toolbar.png) *Each button shows how many of the ticked clients it reaches* **NOTE:** You can tick up to 5,000 rows. To send to more clients than that, use **Select all** (Step 2) instead. #### **Step 2: Or Send to Every Client in the List** To send to everyone the list shows — not just the page you can see — tick the box in the header row, then click **Select all … records** in the bar that appears. The buttons now count every client that matches the list’s current tab, search and filters. To narrow the list first, see [How to Find and Filter Clients in the Clients List](https://support.pabau.com/en/pabau2/how-to-find-and-filter-clients-in-the-clients-list?hsLang=en). ![The Clients list with all 1425 records selected and the Send email, Send SMS and Send WhatsApp buttons showing counts for the whole list](https://support.pabau.com/hubfs/kb/send-campaign-selection-02-select-all.png) *With Select all, the counts cover every client in the list* #### **Step 3: Or Send From a Client Report** Open a report whose source is **Clients** — for example **Clients without upcoming appointments** from **Analytics**. Click **Send campaign** at the top right, next to **Run**. The menu lists **Send email**, **Send SMS** and **Send WhatsApp**, each with how many of the report’s clients it reaches. The campaign goes to the clients the report currently shows, using its filters at the moment you open the menu. Reports on other sources, such as invoices or appointments, don’t have this menu. ![The Clients without upcoming appointments report with the Send campaign menu open, listing Send email, Send SMS and Send WhatsApp with their reach](https://support.pabau.com/hubfs/kb/send-campaign-selection-03-report-menu.png) *The Send campaign menu on a client report* **TIP:** If a channel is greyed out, hover over it to see why — for example, none of the clients can be reached on it, or your WhatsApp number isn’t connected and online in Engage yet. #### **Step 4: Finish the Campaign in Broadcasts** Click a channel. Pabau opens **Broadcasts** with a new campaign on that channel and the audience already chosen. On the **Audience** step it’s the first row under **Client groups**, named after where it came from — for example **3 selected clients**, **All 1,425 clients in this list** or **Report: Clients without upcoming appointments**. It stays in the list if you switch to **All Clients** and back. ![The SMS campaign Audience step with Report: Clients without upcoming appointments selected as the first row under Client groups](https://support.pabau.com/hubfs/kb/send-campaign-selection-04-audience.png) *The selection arrives as the first client group on the Audience step* Write your message and send or schedule it as usual. See [How to Create a New Email Campaign](https://support.pabau.com/en/pabau2/how-to-create-a-new-email-campaign?hsLang=en), [How to Create a New SMS Campaign](https://support.pabau.com/en/pabau2/how-to-create-a-new-sms-campaign?hsLang=en) or [How to Send a WhatsApp Marketing Broadcast](https://support.pabau.com/en/pabau2/how-to-send-a-whatsapp-marketing-broadcast?hsLang=en). #### **Who Actually Receives the Campaign?** - **Email** — clients with an email address who opted in to marketing email. - **SMS** — clients with a mobile number who opted in to marketing SMS. - **WhatsApp** — the button counts clients with a mobile number, but only those who opted in to WhatsApp marketing receive it. The campaign shows you the exact number before you send. Sending from a list or report never widens who receives a message: marketing consent is still checked when the campaign is sent. #### **Are There Any Limits?** - You can tick up to **5,000** rows. Above that, Pabau asks you to use **Select all** instead. - An email sent from a list or report can go to at most **10,000** clients. If the selection reaches more, **Send email** is greyed out — narrow the list, or send to a saved view from **Broadcasts**. - **Send SMS** is greyed out until you’ve added an SMS sender in **Setup → Sender Addresses**. - A channel showing **0** is greyed out, because none of the selected clients can be reached on it. #### **What Happens If I Save the Campaign as a Draft?** For email and SMS campaigns, the selection is used if you send now, but it isn’t saved with the draft. If you close the draft and open it again later, choose an audience again — Pabau never falls back to sending to everyone. WhatsApp drafts keep the selection. --- Was this guide helpful? Let us know by voting below - your feedback helps us write clearer articles. 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