Campaigns
Use Campaigns to send messages to a group in relation to a specific date & time.
Editing Campaigns
To change the name of a campaign or the group it operates on: Click Campaigns in the left sidebar, then click the campaign you want to edit. Click the ☰ menu…
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 the Campaigns tab icon, and then check the box to the left of the campaign you want to archive. Click…
Sending Options for Campaign Events
When adding a campaign event, you can choose what happens if the contact is already active in a flow when the event is sent. Use the If the contact is already…
Editing Campaign Events
To change when a campaign event sends its message or starts its flow, change the flow it starts, or switch it from sending a message to starting a flow: Click…
Adding a Campaign Event
A campaign event is 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 custom…
Creating Custom Contact Fields for Campaign Events
Each contact is assigned attributes, called contact fields, that hold values such as their name, phone number and any other individual information you want. In…
Exporting Campaigns
Use this action to export data from campaigns. Go to the Campaigns page and click the campaign you want to export, such as Orientation Week. Click the ☰ menu…
Activating Archived Campaigns
To activate a campaign you previously archived, follow these steps: Click the Campaigns icon, then click the Archived folder to see a list of your archived…
Deleting Campaign Events
To delete an event from a campaign: Go to Campaigns, then click the campaign that contains the event you want to delete, such as Orientation Week below. Click…
Creating a Campaign
A campaign needs a name and a contact group to send campaign events to. Each campaign can operate on only one group. Creating a Campaign Navigate to the…