Campaigns - Overview

This video walks through how the Campaign Builder allows you to create and manage your automated communications. This includes examples such as sending follow up sequences or sending appointment reminders.

How to send broadcasts and newsletters

This video shows how to send one off email/sms broadcasts such as monthly newsletters: There are 3 Steps to the process: 1. Build the campaign you would like to send (for example an email and a single SMS) 2. Decided which contacts you would like to send it to. 3. Execute a 'Bulk Request' to deliver your campaign to your contacts. By setting that campaign to 'allow multiple' you can re-use the same campaign the following week simply by adjusting the email and other messages and running anot...

How to use the email builders

Emails can be created directly in campaigns or using the email template builder. This video shows how to do both. Note that you can jump to 11:23 in the video to learn how to use the email template builder.

Form Builder

This video shows how to create and use forms to take people's information. The Custom form style shown in the video is: label{color:#000000!important; display: none;} .form-control {background: #fff; font-size: 20px; font-weight: normal; border: 1px solid #ccc; border-radius: 6px; height: 81px;} .form-builder--item {padding: 0px;} .btn {text-transform: uppercase; font-size:27px; font-weight: bold; height: 80px; box-shadow: rgb(14,141,199) 0px 3px 0px} .btn:hover {opacity: 0.9;}

Survey Builder

Here is how to use your Survey Builder

Trigger Links

Trigger links allow you to do things like send your contacts a link customised with their information or set "triggers" to fire when someone clicks a link. Here's how to create them and use them. To convert a calendar link to one that auto fills the contact details, append the link with this: If you're using the standard calendar (with no custom form) use this: &first_name={{contact.first_name}}&last_name={{contact.last_name}}&email={{}}&phone={{}} ...

Call Function

This video explains how to use the CALL step in your campaign builder. This will trigger the system to dial your number (set in call forwarding area in phone settings) and let you connect directly to your contact via a phone conversation. Note that the call will incur call charges linked to your Twilio account.

Manual Actions

Manual actions allow you to "manually" SMS or CALL your contacts similar to a "Power Dialer". This way you can rapidly go through a set of manual follow up steps one after the other with no delay between calls. This video shows how to initiate manual actions in a campaign and then how to process these manual actions. The demonstration campaign used also shows how to include a voicemail drop in the campaign.

Sending a single SMS or email out

This video shows how to send out a single message to your entire database, or to a select group on contacts.

Smart Lists

This video explains how to use Smart Lists as well as some ideas on practical ways this feature allows you to manage and communicate more effectively with your contacts.