Campaigns are used to send a one-time bulk message to selected leads.
First, set the filters according to what leads you want to send the campaign to. The filters are the same as the ones available on the Leads page. Any leads who have already received an automated text message from you within the last 48 hours, such as a drip or initial text, are automatically excluded for anti-spamming purposes. Additionally, blocked leads are also automatically excluded. After setting your filters according to who you wish to message, click Search.
After filtering, enter a Campaign name. The name is solely for your reference for internal purposes.
If you so choose, you can select the option to schedule the campaign for the future, then select a date and time. You can only have 1 campaign blast scheduled for the future at a time. If this is not selected, the campaign will send as soon as possible.
There are two toggles you can choose to select what type of message to send - text and email - you can select either or both. After selecting a toggle, you are prompted to enter the messages you wish to send.
Towards the bottom is the estimated cost. Please note, we can only populate an estimated cost. It will not be 100% accurate due to a variety of factors. The total cost of the campaign blast can be less due to text messages being rejected, which you are not charged for. It can also cost more due to the variability of keywords and certain SMS regulations needing to be automatically added to ensure compliance.
After filtering who to send the message to, selecting what kind of message to send, and entering your message, select Create Campaign. If the button is grayed out, this indicates that a required field was not filled out.
You can view any campaigns you’ve created on the Past Campaigns tab, which can be found at the top of the Campaigns page. You can click any past campaigns here to view more statistics and the message you sent. You can click to cancel any scheduled campaigns that haven’t sent yet.