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.
As an admin, create your campaign, but with one important detail: For pre-loading campaign creation, you can skip the "Senders" step and simply press next, thus adding no senders to the campaign for now. You will add the senders later after campaign launch.
Reviewing and Launching your Pre-Loaded Campaign
During the review stage, you can double-check that there are no senders attached to your campaign. Once that has been verified, launch your campaign!
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 tab of a campaign that's been launched with no senders.
Once you know who you want to send the messages to, go into the senders' tab on the campaign page and add the senders there. Only senders who have a GetThru user profile and 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.
Once you've added your new senders on the Senders tab, you'll need to 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 two ways:
- Reassign Conversations on the "Conversations" tab of the campaign page.
- Sender Self Assignment
Click here for more on the different ways you can reassign conversations in ThruText.
Prefer a video? Click here for our Reassignment Video