• 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 group. Campaigns are often used for DRIP communication such as maternity health reminders, therapy adherence messages, or messages that correspond with the lifecycle of a product or service. Here's an example of a campaign for healthcare reminders to expecting mothers: (https://storage.crisp.chat/users/helpdesk/website/7a9fc4558a9de0Some readers

• Adding a Campaign Event

  A campaign event represents an action that is performed at a time relative to a date-time contact field, such as "Created On", which is the date a contact was created, or a custom contact field.  Be sure to first Create a Campaign to which you can then add an Event! Creating a Campaign Event Navigate to the campaigns tab, then click the campaign to which you'd like to add an event.Some readers

• 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 to the campaigns tab. Click the "New Campaign" button on the top left side of the page. Give the campaign a name and select the contact group (/eFew readers

• 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. In our use case example, we want to create a custom contact field to set a join date for group membership. We'll use this date & time contact field as the referenceFew readers

• Sending Options for Campaign Events

  When adding a campaign event, you have two options on how to handle the message or flow start.  If a contact is active in a flow and the event is sending a message, you can either:  Choose to Stop it and execute the event, or Choose to skip the event and not send the message Choose to send the message anyway. (https://storage.crisp.chat/users/helpdesk/website/7a9fc4558a9de000/screen-shot-2023-05-29-at-1121xyz30c.pngFew readers

• 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 "Archived" folder to pull up a list of your Archived Campaigns. Check the box to the left of the campaign you want to activate and then click on the "Activate Icon" that will appear. This will activate your campaign. YoFew readers

• 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 campaign that you want to edit. Click on the ☰ menu icon in the upper right of the page and select "Edit". Change the name of your campaign and/or the group that the campaign operates on and click "Save ChFew readers

• 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 the "File Box Icon" above the names of the campaigns and the campaign will be archived. You can view all of your archived campaigns by going to the "Campaigns" page and clicking on "Archived" in the boxFew readers

• 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 "Export":  You will land on the "Create Export" page where you can choose to exportFew readers

• Deleting Campaign Events

  To delete an event from a campaign: Click on the Campaigns tab in the top, then click on the campaign that contains the event that you want to edit. Click on the "Join Date" of the Event that you want to delete. Click on the ☰ menu icon inFew readers

• 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 the Campaigns Icon in the top, right of the page and then click on the "Campaign" that contains the Event that you want to edit. Click on the "Join Date" for the Event that you want to edit. NOTE: You can aFew readers