Creating a campaign

Creating a campaign

Before you start

Once you have logged into your account, you will land on the Campaign view, if not click into Campaigns.  You'll see any campaigns that are running or waiting to run for the current day.

Before starting decide what your campaign file will be called (for Daily campaigns this needs to be unique) and have a test file ready.

Setting up a new campaign

Click CREATE CAMPAIGN

Now give your campaign a name - something that will allow it to be easily identified.  

If this will be a reoccurring campaign, remember to change the dates as required.

Click CREATE CAMPAIGN


Take your sample file and drag it into the red box below.


For a one-off campaign this contact data will receive the Bot, for a daily campaign they won't, instead this file is a template that your future uploads must be structured and named the same as.

Choose either Daily of Once-Off.  If you select Daily, you will now need to set the days and times at which you want to be able to import data.  When you're happy click DEFINE IMPORT SCHEDULE.  Click DEFINE FIELD MAPPINGS.

Your column headings will have pulled through, if you need to alter the field names you can do so under the Target column.  Select the Type of each field.  Most fields can be set to Data.  You will need to set the field that contains the phone number or ID you want to send to as one of the ID types e.g. if you are sending SMS set the field that contains the mobile number to type = Phone Number.  Click Generate Preview.

The field that you tag as CustomerID will appear in your data export.


If you have used fields within your bots, use the same name here
Click through to the scheduler, then select the blue schedule calendar

Tick the days you want to send your bots.  Then set the start and end times, the bot you are sending and the rate per minute.  Once that's all done click CREATE SCHEDULE.

Click COMPLETE IMPORT & SCHEDULE CREATION.  You've now finished creating your campaign.

To test the daily campaign you'll need to drag and drop a test file in.  Click on the list view, locate your campaign and click the orange upload arrow.


    • Related Articles

    • Campaign not running

      If you have uploaded a file but your campaign isn't running i.e. the campaign bar isn't turning green then here are a few pointers for you to check. Check that your file is named correctly.  This needs to be identical to the name that was used on the ...
    • Uploading Data To A Daily Campaign

      Quick Trick: Click in Campaigns, click List, click the upload arrow next to your campaign, drop in your file You can easily upload data to your campaigns. Click into campaigns and select "List", this is above the QUICK CAMPAIGN button. You will now ...
    • Editing a campaign - adding a new column to your data import

      Quick trick:  In campaigns click list view then edit your required campaign.  Drag in your file containing the new column.  Complete the campaign setup process. To add a new column to your campaign, first edit the sample file to include the required ...
    • Creating a Bot copy

      Quick Trick: Click into Bots, click copy icon, click save new copy   Step 1 Click into Bots (if you don't have access to bots speak to your system Admin), then find the Bot you wish to copy. Step 2 Click the copy icon next to the bot.  This looks ...
    • Creating Simple Bots

      The simplest bot you can create is a one step information bot.  This will send a message to the recipient. Click into Bots If you can't see Bots speak to your administrator about your access level Click CREATE BOT Fill in the detail and click NEXT ...