About Self Assignment
A campaign with the self-assign feature enabled 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 have the ability to adjust the self-assignment batch size of the entire account. By default, self-assignment is set to 300 conversations; however, they can adjust this default batch size 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)
- 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.
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. Users with moderator permissions levels (and above) can adjust the default batch size from the campaign. Changing the default batch size within a 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.
Self Assign before first batch
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:
Self Assign for additional batches
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:
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.
Self Assign can be used in conjunction with QuickSend! Enabling Self Assign will also maintain healthy batch sizes so that senders can access their replies in a reasonable amount of time. To learn more about batch sizes and QuickSend, click here.