Starting with Engage Pro plan, you can create an outbound campaign to engage with your contacts.

IMPORTANT: To ensure that your SMS outbound campaign works correctly, please enter your phone numbers and timezone in the general settings.

Creating an Outbound Campaign

To set up one, please follow the steps indicated below:

  1. Log in to your workspace.

  2. Click on Outbound tab on top, then select Campaigns.

  3. Select the campaign type, launch date, and the fundraising page you are setting this up for, and then create a name for this campaign.

  4. Hit Add Campaign to save.

  5. This will save your campaign as a draft. To schedule it, please follow the steps indicated in the next section, Editing Your Outbound Campaign.

See it in action:

Editing Your Outbound Campaign

At times, you may want to edit your campaign because you want to schedule a different launch date and/or time, or perhaps associate it with a different fundraising page. To perform this action, please follow the steps below:

  1. Log in to your workspace (if you haven't done so yet).

  2. Hover on Outbound tab on top, then select Campaigns from the dropdown options.

  3. Select the campaign you want to edit, and click on Edit to the right side of it.

  4. On the campaign editing page, click on Schedule Campaign to select a different day and/or time. Hit Schedule once done.

  5. If you want to associate it with a different fundraising page, just select it from the dropdown under Fundraising Page section. No need to press any more buttons as the change is saved automatically.

See it in action:

Renaming Your Campaign

To rename a campaign, just click on the small arrow right beside Edit, then select Rename. Enter the new name and click on Rename button. See screencast below to show you how it's done:

Testing Your Campaign (For SMS Campaign only)

To test your campaign to see if it's working or how it looks like, just go to Campaigns again, select the campaign to test, and click on Send Test SMS button. Enter your phone number so you can receive it yourself.

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