Campaigns

• Scheduling

• Analytics

• Message validation and suggestions

• Optimized outreach for integrated tools (like ActBlue and Mobilize)

• Advanced targeting using Includes and Excludes

To create a campaign, click "New Campaign" to create an entirely new campaign, or click "Clone" to duplicate an existing campaign. You'll be guided through a two-step process to send out your campaign.

Step One: Basics

Here is where you'll set up the basic parameters of your campaign. You'll add the following fields:

• Campaign Name
  You'll be able to search by this later.
• Audience
  Your audience is who you are sending this campaign to. You can either send to your full list or send to a specific subset using uploads, saved filters, or lists from external tools.
• Goal
  Adding a goal will impact what is tracked in your Campaign Report/Analytics. The default goal is to send a basic message, but you can also set up a goal to track donations, event RSVPs, and other metrics in the future.

Step Two: Content

Here is where you will add what is actually sent in your campaign. Add compelling content that will engage your recipients.

Content Assistant

The content assistant will help you by previewing your drafted messages. You can use this tool to cycle between recipients to see what your messages look like. You can also add recommended deliverability practices here, such as opt-out language and introductions.

You can also send a text message here to yourself or other members of your staff.

Scheduling

Your campaign may be sent immediately, or scheduled to send later.

Analytics and Reporting

Once your campaign is sent, you will be taken to the reports page. This is a page of analytics for your campaign