Creating and Launching a Campaign

This document provides a comprehensive walkthrough on creating and launching your first campaign. You'll begin by uploading records, followed by mapping data and verifying contact lists. The process involves setting up templates, selecting phone numbers, and scheduling campaigns. Throughout, you'll have opportunities to filter and manage contacts effectively to ensure your campaign is optimized for success.

Step 1

To begin creating and launching your campaign, click on the "Upload" button. Select the list from your computer, or simply drag and drop it into the designated window.

Step 2

Allow the system to complete the upload process for your file.

Step 3

Next, map the headers in your file to ensure they align with the corresponding columns.

Step 4

Ensure the inclusion of the first name, last name, and phone number as essential data to successfully upload the record.

Step 5

If needed, map additional phone numbers, allowing up to 10 columns.

Step 6

It is advisable to map only the first two numbers, as they tend to be the most accurate. Additionally, map headers for property and land information.

Step 7

For custom information uploads, navigate to the settings and create custom fields as necessary.

Step 8

Once satisfied with the setup, create a new template. This template can be applied to all lists with the same layout.

Step 9

Click on "Verify" to access a range of options for account verification.

Step 10

By default, the system filters out opted-out accounts, global litigators, carrier-blocked numbers, and undeliverable phones. Additional options are available for selection.

Step 11

The national DNC list is recommended but optional, as it may reduce your database by approximately 50%. Ensure to use the internal DNC list, which can be uploaded or built over time.

Step 12

Response filtration allows filtering based on record responses, a feature available in the Contacts tab. You may choose to upload existing records or only unique ones in the group.

Step 13

Deselect any unnecessary options and proceed to verify the list.

Step 14

Review the total number of phones ready for campaigns, including mobile numbers for SMS, voicemail, and cold calling campaigns, and landline numbers for use with the power dialer.

Step 15

Observe the distribution of invalid numbers to understand data allocation.

Step 16

Edit the group and push it directly into a campaign from this point.

Step 17

Alternatively, navigate to the Campaigns tab to create a new campaign.

Step 18

Select the desired group for the campaign.

Step 19

Choose the group that was uploaded.

Step 20

Name your campaign, ensuring clarity and organization by incorporating the file name and possibly the date.

Step 21

Adjust your message content as needed.

Step 22

Select between SMS and voicemail drops for your campaign.

Step 23

The system will recommend the necessary number of templates based on your contact list size. Select your template accordingly.

Step 24

Choose the appropriate phone number for the campaign.

Step 25

Based on system recommendations, include at least one phone number and one template per thousand records. Schedule your campaign's start date and time.

Step 26

For example, set your campaign to commence at 6:00 PM.

Step 27

Choose the option to schedule your campaign, focusing on the campaign speed.

Step 28

Your account’s brand score from carriers will determine the throughput rate. Keeping the option set to "yes" allows the campaign to run at maximum speed.

Step 29

Set the toggle to "no" to adjust campaign speed manually.

Step 30

You can control the speed maximum, adjusting by minutes, hours, or days.

Step 31

Define your message timeframes, such as running them from 9:00 AM to 5:00 PM, and select the specific days for message dispatch.

Step 32

Reply actions are simple and efficient, allowing audience control at each campaign step.

Step 33

When a contact responds via text or call, or if there is no response within 24 hours, push them to a defined group or add a label to those who respond.

Step 34

Additional messages can be scheduled with a minimum interval of 24 hours, extendable up to a year for longer automation.

Step 35

Contacts are automatically removed from sequences once they respond, preventing unwanted follow-ups. The system ensures message delivery appears natural.

Step 36

You’ll need at least one follow-up message but have the flexibility to add more.

Step 37

Utilize the same settings to add messages and mix text with voice. Finalize setup when ready.

Step 38

Ensure you haven’t overlooked any follow-up templates. Confirm setup, review messages for DPA compliance, and confirm the charge.

Step 39

On prepaid plans, simply confirm the launch of your campaign. Thank you for following this guide, and have a successful day.