How to Save Groups & Copy Customers to a New Campaign

Chekkit now allows you to save customer groups and copy them into a new campaign without re-uploading your contact list. This is perfect for quickly sending follow-up messages, re-engaging past customers, or communicating with your team.

You can use saved groups for:

• Internal Communication – Send updates to employees or specific internal teams.
• Customer Campaigns – Launch new promotions, reminders, or announcements to existing customer lists.

How It Works

1. Create or Select an Existing Campaign

• Go to Campaigns in your Chekkit dashboard.

• Create a new campaign as usual, or choose an existing one.

  

2. Copy Customers to a New Campaign

• In your campaign list, click the three-dot menu next to your campaign.
• Select Copy customers to new.

• A new campaign draft will open with the same customer list already loaded.

  

3. Edit Your Message

• Update the campaign name, message content, and scheduled date/time as needed.
• Review your recipients before sending.

Benefits of This Feature

• Time-Saving – No more re-uploading CSVs for the same contacts.
• Consistency – Easily send follow-ups or repeat campaigns to the same group.
• Flexibility – Works for both internal staff communication and external customer marketing.