Contents
Campaign Table
Includes all campaigns for the selected workspace. Information displayed includes:
- Name
- Status
- Created: The date that the campaign was created.
- Updated: The date that the campaign was most recently updated.
Select an existing campaign from the list or click Create campaign to add a new one.
Overview
Edit information related to the messaging campaign depending on the status of the campaign. Configuring the campaign can be done while the campaign is inactive. Once the campaign is active, it must be deactivated before any options can be configured again.
Changing the name of the campaign is the only option that can be configured in an active campaign. All other options must be configured in an inactive campaign.
- Campaign type: Can choose between 10DLC, Short code, or Toll free.
- 10DLC/Short code/Toll free core campaign: Attach a brand registration campaign to this messaging campaign.
- Aegis workflow: Select an aegis workflow to run before a message is sent.
There are also fields that allows custom default messages to be set, which send at different times in the automated messaging process, such as on initial contact, when the recipient requests help, or when a recipient decides to opt-in to messaging.
In these messages, tokens can be used to automatically populate information depending on personal information for the lead. Custom tokens can be added and used as long as the token name matches a column name in the uploaded lead lists (case sensitive). Clicking on a token will copy the token code, which can be pasted in the message fields.
One all information is input, campaign approval can be requested to review the campaign for compliance. Once approved, the campaign can be activated!
Schedule
Set times where messages are allowed to be set. There is a row for each day of the week, where a time range can be set. Extra time ranges can be added per day, and removing all time ranges disallows message sending throughout an entire day.
Schedule exceptions can also be added, where a date can be selected that will override the settings for the day of the week. This works the same as setting a normal day's schedule, and exceptions can also be removed.
Lists
Add lists to a campaign or view previously added lists. Lists are added from local storage as a CSV file. List information includes:
- Name
- Status
- Date: The date that the list was entered.
- Records: The amount of leads that were generated from the list.
Clicking on a list will expand the row, providing more detailed information. The expanded information is focused on import records, such as time elapsed and processing user, as well as detailed information about the added leads.
Dispositions
Create dispositions, which function as statuses that conversations can be set to. Each disposition includes a name as well as the result to set the lead to when the disposition is applied. Applying a disposition with a "Do not contact" result to a conversation will suppress the recipient's phone number, disallowing further messaging.
Notifications
Manage webhooks associated with a messaging campaign. These webhooks trigger at specific states during a conversation, such as the start, and when the recipient chooses to opt in or opt out. For each state, a webhook can be chosen to trigger.
Enabling new conversation emails will send a specified email address a message when a new conversation is started. The address to send the email to, CC emails, the email subject, and the email body can be configured, similar to standard email services. The email body can make use of HTML, CSS, and Tokens along with standard email settings such as font and font color using the options in the toolbar. Tokens can also be used in the subject field.
Leads
Leads may be accessed by search. Input a phone number into the text box to retrieve any leads associated with that phone number. Once a lead is found its information displayed will include:
- Phone
- Status
- Info: Information about the lead. May include issues with the lead or the selected disposition.
- Carrier
- Sent: The time of the most recently sent message.
Clicking on a lead opens a pop-up with extra information about the lead. If the lead's status is DELIVERED, it will also show the recent conversation that was had with the lead, along with an option to continue the conversation. Continuing the conversation opens a new tab with the Pure CallerID messaging interface.
There is also an option to download all leads associated with a campaign as a CSV file. Because this page serves as a search tool, this is the best option if a complete list of all leads associated with a campaign is desired.
Event Log
The event log tab shows what events take place on the campaign, along with a timestamp and category for the log message.