Campaigns
Use Campaigns to send messages to a group in relation to a specific date & time.
Editing Campaigns
To update or edit the Name of a Campaign or the Group that it operates on: Click on the Campaigns tab in the top right of the page and then click on the…
Introduction to Campaigns
Campaigns allow you to schedule messages and workflows relative to a date for a contact, such as the date a contact was created or the date a contact joined a…
Archiving Campaigns
Follow the steps below to archive a campaign: Click on the Campaigns tab icon, and then check the box to the left of the campaign you want to archive. Click on…
Sending Options for Campaign Events
When adding a campaign event, you have two options for how to handle the message or flow start. If a contact is active in a flow and the event is sending a…
Editing Campaign Events
To edit when a Message or Flow is sent out, to change the Flow, or to switch from sending a Message to starting a Flow as part of a Campaign Event: Click on…
Adding a Campaign Event
A campaign event represents an action performed at a time relative to a date-time contact field, such as "Created On", the date a contact was created, or a…
Creating Custom Contact Fields for Campaign Events
Each contact is assigned attributes, called contact fields, that hold values such as their names, phone numbers, and any other individual information you want.…
Exporting Campaigns
Use this action to export data from campaigns. Navigate to your campaign page, and click on the campaign you want to export. Click the ☰ menu icon. Choose…
Activating Archived Campaigns
If you'd like to activate a campaign you previously archived, you can do so by following these steps: Click on the Campaign Icon, then click on the "Archived"…
Deleting Campaign Events
To delete an event from a campaign: Click on the Campaigns tab at the top, then click on the campaign that contains the event that you want to edit. Then,…
Creating a Campaign
A campaign requires a name and a contact group to send campaign events to. Note that each campaign may only operate on one group. Creating a Campaign Navigate…