Overview
In the Campaigns module, creating a campaign is a streamlined process that allows you to engage your audience across multiple channels, including email, SMS, and push notifications.
Follow the steps below to create a campaign, configure settings, and tailor messages for each channel.
Step 1: Create a New Campaign
Navigate to Engagement > Campaigns.
Choose between One-Time Communications (single send) or Ongoing Communications (sustained engagement).
One-Time: Immediate or scheduled send.
Ongoing: Sent based on workflows or triggers.
For help understanding each type, review Getting Started with Campaigns.
Select + New Communication or use Copilot for Campaigns for AI assistance.
Name your campaign by replacing “Untitled Communication” at the top.
Optionally, add tags by clicking the tag icon. Tags help with filtering and controlling visibility based on permissions.
Step 2: Configure Communication Settings
These settings apply to all campaigns, regardless of channel.
Communication Type: Switch between One-Time and Ongoing.
Communication Priority (Ongoing Only):
Marketing: Promotional or marketing content.
Transactional: Functional purposes like reminders or application updates.
Channels: Select one or more channels:
Email
SMS
Push Notifications (Beta)
Once you select a channel, the system will generate additional sections to configure that channel’s specific settings.
Audience (One-Time Only): Choose the Segment that will receive this communication.
Personalization: Add Version Conditions to automatically personalize your messages for different groups of recipients. (e.g., subject lines or content can be tailored to specific segments or conditions.)
UTM Settings: Track the effectiveness of your campaign with UTM parameters.
Use one value for all links across channels.
To use different parameters for each channel, separate values with a comma (e.g., “Email, SMS”).
Step 2a: Add Personalization Version(s)
Select Add Conditions.
Under Version Conditions, click Add Condition.
Name your version appropriately to help you identify it in the campaign.
Choose a condition type:
Date Condition: Add date filters.
User Segment: Add a segment filter.
User Segment Reference: Select a saved segment reference.
Click Save when finished. You can add more versions by repeating the process.
Step 3: Configure Your Channels
Once you’ve selected your channel(s), configure each accordingly:
Email Configuration
Customize your email content using our email builder. Add text, tokens, images, or dynamic content.
SMS Configuration
Compose SMS messages with text, tokens, and media attachments. Ensure compliance with regulations such as A2P 10DLC.
Push Notifications Configuration (Beta)
Set up push notifications to be sent to the new Student Hub. These can include short, direct messages to keep your audience engaged.
Step 4: Preview + Test Campaign Versions
Once you’ve finished creating your campaign, we recommend testing your message and previewing any personalized versions you’ve set up.
Step 5: Send/Save Your Campaign
One-Time Campaigns:
You have the following options:
Send Immediately: Click Send to dispatch your campaign right away.
Schedule to Send Later: Click Schedule the Send to choose a future date and time.
Exit and Return Later: Click Save to save your progress and return to the campaign at another time.
Reserved + Sending Statuses
Once you send a one-time campaign, you may notice the status change through these stages:
Draft: Before the campaign is sent.
Reserved: The campaign is queued and waiting for its turn to be sent.
Sending: The campaign is actively being sent to contacts.
Sent: The campaign has been successfully delivered to all intended recipients.
If your campaign appears stuck in the Reserved or Sending status, we recommend waiting about 30 minutes. You can try resending the campaign if it hasn’t been sent after that.
Ongoing Campaigns:
Ongoing campaigns are different. These don’t have a direct send or schedule option because they are dispatched through workflows or rules. In this case, your only option is to click Save, and the campaign will be triggered later by the specified workflow.