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Quick Start Guide

How to Get Started with Lumen: A Step-by-Step Guide
Lumen is a platform that helps businesses communicate more effectively with their target audience through personalized messaging via push notifications, SMS, and email.
Our platform offers a range of features such as drip campaigns, coupon offers, activating inactive customers, and growth hacking to help you achieve your marketing objectives with minimal effort. We do the heavy lifting while you focus on other business operations.
Here's how to get started with Lumen:

Add a customer

The first step to getting started with Lumen is to add a customer.
You can do this by visiting the People page on the dashboard and adding a person with a few attributes or by uploading a CSV of people.
You can also add customers via our API, libraries, or third-party integrations.

Create a Segment

The goal of segments is to deliver a personalized marketing experience or business offering to a set of customers.
To create a segment, navigate to the Segment page on your dashboard and click New Segment. Enter the name of your segment, the description, and your segment rule.
For more detailed instructions, check out our segmentation guide.

Set up your messaging channels

To leverage our broadcast and campaign features, you'll need to enable at least one messaging channel. We currently support the following messaging channels:
  • Email
  • Push Notifications
  • SMS
To enable any messaging channel, navigate to the Integration page, select the integration you want to enable, and follow the steps provided.

Set up your first campaign! 🚀

Campaigns allow you to interact automatically with users based on behavior and action on your product.
To set up a campaign, navigate to the Campaign page on the dashboard, click New Campaign, add details, set up a workflow, add a goal (optional), and review before clicking Start Campaign.
You can only send campaigns using messaging channels that you've already enabled.

What's next?

Congratulations, you've now completed the Quick Start Guide for Lumen! You've learned how to add customers, create segments, set up messaging channels, and create campaigns to communicate more effectively with your audience.
Remember that Lumen offers many more features to help you achieve your marketing objectives. Be sure to explore our platform and experiment with different strategies to see what works best for your business.
If you ever get stuck or have questions, our support team is always here to help. Don't hesitate to reach out to us via email or chat for assistance.
Last modified 9mo ago