Steps
- Go to Customer experience → Campaigns: name, channel, purpose and - for an invitation - the form. Write the message with {first_name}, {name}, {link}, {optout} and {org}.
- Open the campaign, tick the lists and click Add recipients. Check the Preview: the message, the SMS parts and the estimated cost.
- A manager chooses Now or Later, ticks the confirmation and clicks Send campaign. Messages go out a batch a minute.
Good to know
- Each person gets their own link: their visit and response are counted, and they can respond once.
- Promotional campaigns go only to people who agreed to marketing. Opted-out people are never sent to. Invitations and promotions always carry an opt-out link.
- A running campaign can be stopped (Stop campaign).