Launching a campaign without senders
NOTE - If you would like to use the "Self Assignment" function, you will want to follow this guide!
Campaign creation has six steps:
- Create and target
- Assign senders
- Write initial message
- Add recommended replies
- Add survey questions
- Review and launch
This article describes an approach to campaign creation where you add the senders at the end after the campaign is launched, which we call pre-loading. There are a few reasons why this may be useful. If you are planning in-person texting events, you will want to have all of your groups uploaded, and campaigns created before the event and then add your senders once they've arrived and gotten some training. Or, even if you're not doing in-person texting, you may have a bunch of campaigns you want to run, but you aren't sure yet who is available to send the messages. In either case, we've made it very easy to add senders after the campaign has been created as a draft or launched.
Campaign creation
As an admin, create your campaign, but with one crucial detail: For pre-loading campaign creation, you can skip the "Senders" step and press next, thus adding no senders to the campaign for now. You will add the senders later after your campaign's launch.
For admins on QuickSend enabled accounts, toggle QuickSend off on the Senders page if desired.
Reviewing and launching your pre-loaded campaign
During the review stage, you can double-check that no senders are attached to your campaign. Once that has been verified, launch your campaign!
Adding senders
Because your campaign was launched without any senders, all of the conversations in the campaigns will be categorized as "Unassigned." Here's what that looks like in the Conversations Overview tab of a launched campaign with no senders:
If you click the "Manage Conversations" for unassigned, it will take you to the conversation page:
Once you know who you want to send your messages, go into the Senders tab on the campaign page and add the senders there. Only senders with a GetThru user profile and who have accepted the invitation to your organization can be added. You can search for senders by first name or last and add them by clicking on their name or the checkbox next to it.
You can choose to paste a comma-separated list of sender email addresses to the box below the choose senders screen. Any emails in your list that match an email of a user on your account will trigger that user to be added as a sender on this campaign.
NOTE - Texters added to campaigns after launch will not receive an automated email announcing their assignment. To send an email click the "Remind" button next to the sender's name.
Assigning messages
Once you've added your new senders on the Senders tab, you must reassign messages on the Conversations tab. Messages will need to be reassigned from "Unassigned" to the senders you've just added. You can do this in three ways:
- Bulk Reassign Conversations through the Conversations Overview page
- Reassign Conversations through the Admin Messenger
- Using Sender Self Assignment
Prefer a video? Click here for our Reassignment Video.