How do I create and send a campaign?
How to Create a Campaign (Email, Phone, and/or SMS Text)
When creating communications, you'll need to create a Campaign first. To do that:
- Go to Manage> Communications
- Click New Campaign
- Enter a name for this campaign. Campaigns can be edited or even cloned afterwards.
- Select the data source – In here you’ll set up who’s going to receive this communication, and you can determine:
- All Contacts=All email addresses in your organization
- List=Upload select email address from file
- Individual Contacts=Manually enter addresses
- Groups= Users that are part of a previously determined group (I’m sharing more details below)
- Notification Method will indicate if you are sending the communication as an administrative communication (All) or as a marketing communication (Contact Preference)
- Select the Kind(s) of communication you wish to send (phone, sms, and/or email)
- Enter your communication text in each of the communication kind’s text boxes.For emails, you can add an attachment by clicking on the link provided.
- Click Save Campaign (note: this will not yet send the email)
You will now be given the option to Publish (send the communication), Edit the campaign, or Clone the campaign. You can also preview the recipients.
Once you Publish the Campaign the communication will be sent automatically. You can then review the delivery status for your users. We recommend that if you are testing this, that you first select the option of Individual Contacts when editing/creating the campaign so you can send the communication to yourself first as a preview to review for any errors before sending to your organization users.
**Please note, the communication is sent by the information (e.g., email address, phone number) on file that best represents your organization. You can manage this by editing the information in the communication settings.
