To get started with your first text campaign, click on the Marketing dropdown at the top of the page and select Campaigns.
From here, it will be a blank slate until you add in your first campaign. Click on the Add Campaign button.
First, give your campaign a distinguishable name you can recognize. You can change this name later on if you need to. Click on the text box at the top left of the campaign page to change the auto-assigned name.
Next step is determining whether your text campaign will be promotional or transactional. Click on the dropdown and select the campaign type that best fits your intended use.
If you are sending promotional messages, it's required by FCC guidelines that all recipients of promotional messages have opted-in and given consent prior to your text campaign. Not following this may result in fines based on the amount of messages sent to non-consenting recipients.
If you select transactional from the dropdown menu, it is imperative to send out exclusively transactional messages, as transactional customers have not provided consent to receive promotional messaging.
If you'd like more information, click on the (i) Information button beside the campaign type dropdown menu.
Next is determining who the recipients of this message will be. Click on the Select recipients button to open the available contacts book.
From here, you're able to filter out and find the exact customers/clients you'd like to reach out to. Once the appropriate contacts have been filtered, you can click on the checkbox beside individual contacts to add them to your campaign, or you can click the Select All button to select everyone filtered.
If you've accidentally selected the wrong contacts and would like to start over, click on the Clear button at the top right of the contacts window.
Once you've selected all the contacts relevant to this campaign, click on the Save selected button at the top right of the window.
You'll now be able to see from the main campaign page how many recipients are currently selected to receive your message(s). You can change and update this recipient list before your campaign is started.
The next step is deciding what message or messages to send to your recipient list. The content acceptable for this message will depend on whether you've selected transactional or promotional messaging.
You have two options to choose from when it comes from selecting where the message will come from; Templates and Workflows. Templates allows you the option to send one pre-written message to your recipient list, while Workflows would allow you to send multiple messages spaced out and sent at the precise times you choose.
Either a template or a workflow will need to be created before you can save and run your first campaign. Here's a quick guide on how to create a template, and here's the guide on creating a workflow.
Once you've selected the relevant template or workflow for your campaign, all you need to do is select when you'd like to start sending out this campaign. Chatavise allows you to select the exact date and time you'd like to begin sending out these messages.
You can also select how many recipients you'd like to send messages to at a time. The max amount of contacts you can send campaign messages to is 2,000 in a day, however it's recommended to send 250 a day starting out to "warm up". Warming up is essential to keep yourself from being blocked by text carriers for spam. Once the max amount of messages have been sent for the day, the remaining messages will be sent the next day.
Once everything's been selected, you're now ready to save and run your new campaign! Hit the save & run button at the bottom of the page to finalize.
If you need to make adjustments before a campaign runs, click on the pencil edit icon beside the relevant campaign from the main Campaigns page.
Click on the pencil edit icon beside Scheduling Information to make any changes to your campaign.
You can make adjustments to the time messages are scheduled to start sending as well as the actual content of the message. You can either choose to edit portions of the message template/workflow used, or you can select a new template/workflow altogether.
Click on the pencil edit icon below the template select to make changes to the template/workflow selected. Hit save when you're done making changes.
You will have the ability to make adjustments before the campaign starts running, or you can adjust a message template for future recipients after other contacts have already received the initial message. Hit the save button when changes have been finalized, or hit cancel to return the campaign to how it was before the edit.
You'll now be able to keep track of your campaign from the main Campaigns page. Information available on the Campaigns page includes; date the campaign was created, date that it started running, the type of campaign (transactional vs promotional), if all messages have been sent/completed, recipient count, and percentage of responses from this campaign.
If a campaign is currently running, you have the ability to pause the campaign as well as cancelling it altogether. Click on the pause button to pause the campaign, and the (\) to cancel.
If you need to make adjustments before a campaign runs, click on the pencil edit icon beside the relevant campaign from the main Campaigns page.
Click on the pencil edit icon beside Scheduling Information to make any changes to your campaign.
You can make adjustments to the time messages are scheduled to start sending as well as the actual content of the message. You can either choose to edit portions of the message template/workflow used, or you can select a new template/workflow altogether.
Click on the pencil edit icon below the template select to make changes to the template/workflow selected. Hit save when you're done making changes.
You will have the ability to make adjustments before the campaign starts running, or you can adjust a message template for future recipients after other contacts have already received the initial message. Hit the save button when changes have been finalized, or hit cancel to return the campaign to how it was before the edit.