Build and track a campaign

Part 1

What it's for

What it does
Campaigns give you full control over who gets a text or email. Use filters, add images and a Contact Card, schedule for later and save drafts. Then follow delivery and cancel if plans change.
2
Ways to use it
- Message past buyers about a new event.
- Announce an event to one keyword group.
- Schedule ahead and cancel if plans change.

Part 2

Build a campaign

1
Choose who to reach
SMS and Email are separate tabs, so pick the one you want first. Add one or more filters to build your audience. The count shows how many contacts are selected, and View lists them. Select Continue when it looks right.
Open Campaigns
Step 1: choose who to reach.
1. SMS, Email and Drafts tabs
2. Contacts selected
3. Keywords filter
4. Add A Filter
2
Pick your filters
Add A Filter groups its options. Audience covers Everyone, Keywords / Groups, Events, Exclude People Who Bought, Bought All of These Events, Texted All of These Keywords, Repeat Buyers, Not Messaged Recently, Contact Source and Added Within. Geography covers City, County and State. Custom Fields lists any custom fields on your contacts.
The filter menu.
1. Audience filters
2. Exclude People Who Bought
3. Geography filters
4. Custom Fields
3
Write your message
Give the campaign a name if you like, it is optional. Check the audience summary, and use Edit to change it. Write your text, or select Write For Me to start with a draft. Open Tools to add an image or a Contact Card. Then select Continue To Preview. Go Back returns to the audience.
Step 2: write your message.
1. Campaign name
2. Audience summary
3. Message box
4. Write For Me and Tools
Try Quick Text instead
4
Preview and send
Preview & Send shows who it is going to, the filter you used and a phone preview. Tick the consent box, then select Send Now. To send later, choose a Date & time under Schedule for later. Select Text Me A Test to try it on your own phone first.
Step 3: preview and send.
1. Sending To and Filter
2. Schedule for later
3. Send Now, Go Back and Text Me A Test
4. Phone preview
Credits are used when a campaign sends. They are refunded if you cancel a scheduled campaign.
Purchase credits
5
Pick up a draft
Drafts save automatically as you work. Drafts live in this browser only, so they will not show on another device.
Drafts are saved on this device.
1. Saved on this device
2. A saved draft
3. Draft menu

Part 3

Track and cancel

1
Find it in Send History
Send History lists every campaign. Search by campaign name, or filter by Type, Status and Order. Each card shows the order number, a status badge, the audience and the message. Select a card to open its order.
Open Send History
Send History.
1. Search by name
2. Type, Status and Order filters
3. Order number and status
4. Message sent
2
Read the order page
The order page shows Details: Order ID, Status, Type, Name and when it was placed. Select the pencil to rename it. URL Tracking holds the tracked link. Delivery Overview shows Audience, Messages Sent, Messages Delivered, Failed Deliveries and Completion Time.
Status updates may take up to 72 hours to fully reflect.
An order that has been sent.
1. Details
2. URL Tracking
3. Cancel Campaign
4. Delivery Overview
See Performance
3
Cancel a scheduled campaign
A scheduled campaign shows Scheduled At and a Cancel Scheduled Campaign button. Select it, then Submit in the dialog. Cancelling cannot be undone, and you get a full refund.
A scheduled order.
1. Scheduled status
2. Scheduled At
3. Cancel Scheduled Campaign
Confirm the cancellation.
1. Cancel
2. Submit
The order after cancelling.
1. Cancelled status
2. Cancel is now disabled
Cancel a campaign that is sending
For a campaign that is already sending, Cancel Campaign is only enabled while messages are still queued. It refunds the messages that had not gone out. Messages already sent are not recalled.
Any refund shows in Credits History.
Open Credits History