Better Batch Messaging
In the tool we call this feature "Campaigns", but really you should think of it as a better batch messaging tool. To get started on making your first batch/broadcast/campaign message, navigate to the campaign section-
This will take you to the campaign's page where you can see all messages that may have already been created. There are three main tabs on this page:
- Campaigns that have already run
- Ghost of Christmas past
- Campaigns that you and members of your team are building to run in the future
- Ghost of Christmas future
- Campaigns that are currently running or are scheduled to run at a specific date
- Ghost of Christmas present
When you're ready to made a new campaign, click on the yellow fab plus button in the upper right corner of the screen.
Making the campaign
Time to make your campaign! This form will take you through the three main aspects of your message.
First you'll want to name your campaign. This is only for internal purposes, but we do recommend you name it something that would make sense to the rest of your team who will also be viewing messages or using the campaign tool.
Next is where you enter your content. There will be a previewer on the right of your screen, and a character counter beneath your message. Please try to keep SMS under a 160 characters, as this can cause multiple segments to send out as your message. Also, short texts are better and more well-received! If you find yourself saying "Apologies for this long text." in your message, that means it's too long: don't do that. Find a more concise way to get your information across.
Next is your audience. Here you can select an audience that you have already uploaded or one that is coming through on our integration. There is also a link to add an audience right from this page as needed.
"Do NOT deliver to" is a second option where you could select an audience that would be excluded from this campaign. That way you don't have to create a brand new audience on this communication without your exclusions.
Now we can select the timing of your communication. You have two options here: select date and time or immediately. These are pretty straight forward. For select date and time you select a date and time in the future for your message to go out. This does need to be in the future, we won't look at past times and assume it should go out now. For going out now, you choose immediately.
Time to save your message! Click Save in the upper left corner of the screen. Click on the campaign icon again to get back to your drafts screen so you can activate your message.
Sending the campaign
When you are ready to activate your message, click on the radio button next to your campaign. When you activate your campaign, if it is configured to send immediately, it will send but then go directly to the archived tab. If it is configured to send at a select date and time, it will move to the activated tab where it will live until it sends the message.
What did the campaign do?
After your message sends, you can see information about the messages that are sending/sent out. Click on the three dots on your message in the list, and you'll see delivery stats and delivery queues. Delivery stats will tell you if your message sent, and to whom.
Delivery queues will give you a general overview of your message, including a count of successful and failed messages.
That's an overview of our campaign builder! Attached is a file with more screenshots that also walks your through campaign builder.
These screenshots include-
- Navigate to the campaign builder page
- Create a campaign by adding content, audiences, and timing
- Activate your campaign
- View stats on messages that went out
We also made a video! Check it out here.