Create a new campaign

Creating a campaign lets you reach out to your contacts in a systematic and scripted manner. Spoke administrators can create campaigns from the Spoke administration dashboard.

Note: After you create and start a campaign, you can continue editing the campaign information with the exception of the contact list.

To create a new campaign, use the following steps:

Step 1: Start the campaign creation wizard

In the administrator dashboard, click the New campaign button.

Step 2: Enter campaign information

The first panel in the campaign creation wizard includes fields for basic campaign information. Enter values for the following fields:

  • Title (required) -- The title of the campaign. This will be visible to texters and will be used for email notifications and for naming export files. Campaign titles can be useful for the bulk script editor, so you should consider grouping similar campaigns with the same text at the beginning of the title.
  • Description (required) -- A description of the campaign. This can be used to include instructions or perhaps just some inspirational text for your texters.
  • Due Date (required) -- The date on which the campaign ends. After this date, texters cannot send initial messages for this campaign, and future replies from contacts are stored in the database. This ensures, for example, that you never text out recruiting for an event after that event has passed.
  • Intro HTML (optional) -- The HTML that is displayed to texters.
  • Logo Image URL (optional) -- The URL for an image that is displayed to texters.
  • Primary Color (optional) -- The color that is displayed to texters.

Step 3: Import contacts to the campaign

From the "Contacts" window, perform the following steps:

  1. (Optional) Filter out contacts that are also contacts in another campaign.
    1. Start typing the name of the campaign you want to use for filtering.
    2. Click the campaign name in the list.
    3. Repeat until you've finished adding the campaigns you want to use.
  2. Click Upload contacts.
  3. Browse for the contact-list CSV file, and click Open.
  4. Review the upload notifications for processing notes.

For more information on the formatting requirements for your CSV file, see Contact lists.

Note: Once you start the campaign, you will not be able to change the contact list.

Step 4: Resolve any overlapping contacts with other campaigns

If you uploaded contacts that are also contacts for other active campaigns, those campaigns are listed in the "Campaign overlap management" window. Perform one of the following:

  • Leave the campaign with overlapping in the list.
  • Click the trash icon to remove the overlapping contacts from this campaign.

For more information, see Contact overlap management.

Step 5: (Optional) Assign teams to the campaign

Add teams to the campaign from the "Teams" window:

  1. Enter a team name in the field, and click the team name in the list.
  2. (Optional) Add additional teams by repeating the previous step.
  3. (Optional) Restrict conversation assignment to members of the listed teams by clicking the switch.

Step 6: Set the assignment options for texters

In the "Texter" window, set the options for assigning contacts to texters.

Note: You can turn on auto-assignment in Step 10. Auto-assignment does not impact manual and dynamic assignment.

Manually assign contacts to texters

To manually assign a number of contacts to an individual texter:
  1. Search for the name of the texter. The texter must already exist in Spoke.
  2. Specify the number of contacts to assign to the texter.

Dynamically assign contacts to texters

To dynamically assign contacts to texters:

  1. Select the dynamic assignment option to turn on dynamic assignment.
  2. Copy the generated URL.
  3. Share the URL with the texters you want to assign to this campaign.

Auto-assignment

Auto-assignment occurs when texters in your organization request assignment. You can enable auto-assignment in Step 10.

Step 7: Create an interaction script for your texters

To create an interaction script, follow the instructions in Create an interaction script.

Step 8: Create canned responses for off-script responses

To add a canned response:

  1. Open the "Canned Responses" window.
  2. Click Add new canned response.
  3. Enter a title for the canned response.
  4. Write a message for the response:
    1. Click the Script version 1 field.
    2. Enter an initial message using the replaceable fields ({firstName}, {lastName}, etc.).
    3. Click Done.
  5. Click Add response.
  6. (Optional) Add additional canned responses.
  7. Click Save.

For more information, see Canned responses.

Step 9: Set texting hours to minimize disturbance

To set texting hours:

  1. Open the "Texting Hours" window.
  2. Enter a start time. Use a 12-hour time, such as 9 am.
  3. Enter an end time. Use a 12-hour time, such as 9 pm.
  4. Select a default timezone to apply to contacts without zip codes.
  5. Click Save.

For more information, see Texting hours.

Step 10: Set the auto-assignment option

Turning on auto-assignment allows the campaign to automatically assign texters to your organization. By default, auto-assignment is turned off.

To turn on auto-assignment:

  1. Open the "Autoassign Mode" window.
  2. Click the switch.
  3. Click Save.

For more information, see Auto-assignment mode.

Step 11: Start the campaign

Before you start the campaign, double-check the previous steps to ensure you have properly entered and saved the campaign details. When you are ready to start the campaign, click the Start this campaign button.

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