Campaigns allow a user to strategically communicate in a series of scheduled text messages based on a milestone or event

 

1. From the left panel under Campaigns select Create A Campaign

Graphical user interface, application

Description automatically generated


2. The Create Campaign screen will display


3. Enter a Name for your Campaign


4. Add any applicable Tags for the Campaign


5. Enter the intro message for the Campaign. You can also select from your list of created Templates instead of entering a message manually

A picture containing graphical user interface

Description automatically generated

6. Enter the schedule (Date and Time) for message delivery


7. Select the Audience from the list of options


Graphical user interface, text, application, chat or text message

Description automatically generated


8. Based on Audience selected, the recipient options will display


Graphical user interface, application

Description automatically generated


9. Select the appropriate Audience

 

NOTE: multiple selections can be made from the same Audience category (ex. You can choose multiple Groups if groups is the audience category)

10. For additional messages in the Campaign select 


11. Enter verbiage for message or Select from Template


12. Select the Send Date and Time or you can enter number of days after previous message to have sent


Graphical user interface, text, application, chat or text message

Description automatically generated


13. Continue to add messages based on the Campaign criteria


14. Once all messages have been created for Campaign, to activate select the A picture containing shape

Description automatically generated button


15. You can also Text

Description automatically generated with low confidence until your Campaign development is completed


16. Once Activated, the Campaign messaging will trigger based on the configured schedule