Start a new campaign from the ‘Campaign Index Page’

Start a new campaign from the ‘Prospect Table’

Start a new campaign from the ‘Talent Pool Index Page’

Step 1: In the ‘Navigation Sidebar,’ click the ‘CRM’ tab, then select ‘Text Campaigns’ in the drop-down menu:

Step 2: Select ‘New Campaign’ - located at the top right corner:

Step 3: In the “Create New Campaign” screen, you can start filling in your campaign details such as campaign name, execution time, and select your targeted audience from your prospects and talent pools:

Step 4: Start inputting information for your touchpoints.
You can then fill out the message content you want to reach your target audience in the main body of each touch window.
​
Please note that you must fill in the main message content for each touch to start a campaign.
​

Step 5: You can create an automated sms sequence if you need more than one touch. Simply click the "+" symbol.

Step 6: You can repeat steps 4 to 5 to create multiple touches.

Step 7: Remember to review your SMS campaign. You can delete touchpoints by clicking the ‘Delete’ button on the top right corner of each touch window:

​

Step 8: If you want to edit your SMS campaign in the future, click ‘Save as Draft’:

Step 9: Once all the required fields are filled, you can start your SMS campaign by clicking the ‘Launch’ button on the top right corner:

Step 1: On the left navigation sidebar, select Prospect then navigate to ‘Prospect List’:

Step 2: Select prospects you want to include in the SMS campaign and press the ‘Start Campaign Button (loudspeaker icon) to begin your campaign:

Step 3: After clicking the Start campaign/ loudspeaker icon, you will be prompted to pick between an email campaign or a text campaign (if you subscribe to both services), select ‘Text campaign’:

Step 4: Simply follow steps 1 - 9 in Method 1 to start your campaign.

Step 1: On the ‘Navigation Sidebar, select ‘Prospect’, then navigate to the ‘Talent Pool’ option:

Step 2: Select the talent pool that you want to run an SMS campaign and then click the ‘Start Campaign’/ loudspeaker icon.

Step 3: Follow step 1 - 9 in the Method 1 to start your campaign.

​
​