Follow these steps to enable Campaigns in your plan settings.

Step 1: Open Plans

1. Sign in to the YakChat Admin Portal.
2. From the left-hand navigation, click Plans.
3. Locate your plan.
4. Click the Settings icon for that plan.

Note: Campaigns are only available on the Professional plan (containing the label “Professional”). If you're using the Standard plan, you will not see this option.

Step 2: Enable Campaigns

1. In Plan Settings, scroll down and click Campaigns.
2. Turn on Campaigns.
3. Click Save.
4. Refresh the app to make Campaigns available.

Only users with the following roles can enable Campaigns: Company Admin, Reseller Admin, Referral Admin, and Partner Admin.

After enabling Campaigns, assign the Campaign User role to users who need access. You can assign this role individually or in bulk.

Assign to an Individual User

1. From the left-hand navigation, click Users.
2. Select the user you want to update.
3. On the right-hand panel, click Edit.
4. Find the Role field under User Details.
5. Select Campaign User.
6. Click Save.

The user will now have access to Campaigns.

Assign to Multiple Users (Bulk Actions)

1. From the left-hand navigation, click Users.
2. Select the users you need to update.
3. Click Bulk Actions at the top of the page.
4. Click Assign Role.
5. Choose Campaign User.
6. Click Save.

All selected users will have the Campaign User role applied.

Campaign Access by Role

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