Category: Campaigns

To delete an event from a campaign: Click on the “Campaign” tab in the top, right of the page and then click on the campaign that contains the event that you want to edit. Click on the grey-shaded “Due Date” box for the Event that you want to delete. Click on the ☰ menu icon […]

To edit when a Message or Flow is sent out, to change the Flow, or to switch from sending a Message to starting a Flow as part of a Campaign Event: Click on the “Campaign Icon” in the top, right of the page and then click on the “Campaign” that contains the Event that you […]

Follow the steps below to archive a campaign: Click on the “Campaigns” tab in the top, right of the page and then check the box to the left of the campaign you want to archive. Click on the “File Box Icon” above the names of the campaigns and the campaign will be archived. You can view all […]

When adding a campaign event, you have two options on how to handle the message or flow start.  If a contact is active in a flow you can either:  Choose to skip the event, or Choose to stop the active flow and send the event.

Use this action to export data from campaigns.  Navigate to your account page. This is your workspace’s name in the top right hand corner of the platform’s webpage. Click the ☰ menu icon: Choose “Export”: Click on the item you’d like to export: Select the “Export” button at the bottom of the page. A JSON […]

To update or edit the Name of a Campaign or the Group that it operates on: Click on the “Campaigns” tab in the top right of the page and then click on the campaign that you want to edit. Click on the ☰ menu icon in the upper right of the page and select “Edit”. […]

Each contact is assigned attributes, called contact fields, that hold values such as their names, phone numbers, and any other individual information you want. In our use case example, we want to create a custom contact field to set a join date for group membership. We’ll use this date & time contact field as the reference […]

If you’d like to activate a campaign you previously archived, you can do so by following these steps: Click on the “Campaign Icon” in the top, right of the page and then click on “Archived” in the box on the left of the screen to pull up a list of your Archived Campaigns. Check the […]

A campaign event represents an action that is performed at a time relative to a date-time contact field, such as “Created On”, which is the date a contact was created, or a custom contact field.  Be sure to first Create a Campaign to which you can then add an Event! Creating a Campaign Event Navigate to the campaigns […]

A campaign requires a name and a contact group to send campaign events to. Note that each campaign may only operate on one group. Creating a Campaign Navigate to the campaigns tab. Click the “Create Campaign” button on the top left side of the page. Give the campaign a name and select the contact group the campaign will operate […]