About Self Assignment

A campaign with the self-assign feature turned on will allow message senders that have already been added to a campaign to assign themselves either batches of 300 initial messages and/or 300 additional messages after they have finished sending their initial assignment. These messages are pulled from 'Unassigned.' The self-assign feature is optional, can be enabled or disabled in draft or active campaigns, can be adjusted to different batch sizes, and its default state is "off."

NOTE - To create a campaign without senders follow this guide for Preloading Campaign Creation.

Changing the Default Self Assignment Batch Size

Admins also have the ability to adjust the self-assignment batch size of their campaign in one of two ways. By default, self-assignment is set to 300 conversations; however, this default batch size can be adjusted to a smaller or larger amount with a maximum of 5000 messages.  Click on the Self Assignment link found under the Account Tools dropdown to set a new batch size.  Click on the Self Assign Batch Size text box, (it will display "Default: 300" in a light gray text if the batch size has not been altered) and enter the desired batch size between 1 and 5000 messages.

This will change the batch size for all future campaigns; however, it will not affect campaigns that have already been created. To revert the global default batch size to 300 messages, delete the current amount listed in the text box and click save. The light gray "Default: 300" text will reappear in the box. Self assignment under account tools

self assign batch size

Note: All initial messages must be sent before the reply interface will be available for senders to reply to messages.

The second option for adjusting the self-assignment batch size can be found in the Senders area during campaign creation or an active campaign. Adjusting the default batch size from the campaign will only affect that specific campaign and will not alter the global batch size or any other active campaigns.

Enabling Self Assign and Adjusting Batch Size

To enable self-assign, click the "Allow Self Assignment?" box on the Senders step of campaign creation, located on the second half of the page. Self-assign can also be used in conjunction with Campaign Link; learn more here. A text box will also appear with the current global default batch size listed. To adjust the batch size for this campaign only, type in the preferred amount of conversations into this text box and click Next or Save.

Self Assign for Initial Messages

A campaign with self-assign turned on will display a pink "Request Conversations" button on the message sender's assignment console. 

They will see this screen if they haven't been assigned any conversations yet:

Looking for someone to talk to? alert

Self Assign for Additional Messages

When a sender has sent all of their initial messages and responded to all conversations, they will see this screen and can use the 'request conversations' button to send more texts: 

Inbox Zero! alert

Note: An admin must add a sender to a campaign in order for them to see & use the 'Request Conversations' button. Senders must send all messages before they will be able to reply or request more conversations.