How to create a campaign

A campaign groups sends (mass notifications) from the same initiative, such as a promotion or announcement. To get started, go to Campaigns and click New Campaign. Creation has 3 steps.

Step 1 — Campaign

1. Follow the steps: Campaign, Agents, and Review.
2. Choose an icon and give the campaign a name.
3. Write a description for internal use (optional).
4. Enter the start date and, if desired, the end date.
5. In the same period shows other campaigns that take place during the same period.
6. The Campaign Calendar highlights the campaign period for the month.

Step 2 — Agents

1. Agents already selected for the campaign.
2. Search for agents by name or email and filter by profile.
3. Select the agents who will follow the campaign.
4. Enable Private campaign so that only selected agents, managers, and administrators can view the campaign and its sends.
5. Team capacity shows who is already allocated to other campaigns during the same period.
6. Click Next.

Step 3 — Review

1. Review the name, description, dates, agents, and visibility.
2. Under Automations for this campaign, turn off the automations that should not run in this campaign. By default, all active automations in the account apply.

When you finish, the campaign page opens:

1. Name, status, number of notifications, period, and contacts.
2. Edit Campaign changes the campaign details.
3. Add Shot creates a send. See How to create a mass send.
4. Campaign Timeline records the campaign events.
5. Campaign Summary shows totals for notifications, sent, delivered, failed, replies, and tickets created.
6. Assigned Agents lists the campaign agents and the private campaign option.