✨ When You Need This Guide
Use this guide when you want to send a single message or short series of messages to a specific group or individual without setting up automation triggers.
Great for:
Special in-office promotions
Newsletters
Limited-time offers
Events or holiday hours
🛠️ Create a Manual Campaign
Go to Campaigns > Show Campaigns
Click +Add in the top right corner
Under Type, select Manual
(Optional) Add a Keyword to let patients text a word (e.g. “NEWSLETTER”) to opt-in
Click Add Campaign
📝 You’re now ready to add campaign steps (like texts or emails)!
➕ Add Steps to the Manual Campaign
Click +Add Step
Name your step (e.g. “Promo Text 1”)
Choose your action: Send Text or Send Email
Select a template or create a new one
Set the timing for when the message should send (e.g., immediately or after a short delay)
Click Add Campaign Step
👤 How to Trigger a Manual Campaign for a Single Contact
Need to send this campaign to just one person? Here’s how:
Go to Contacts > Show Contacts
Search for the patient by name
Click their name to open the Contact Settings
Scroll to the Campaigns section
Select the Manual Campaign from the dropdown
Click Start
📌 This adds the patient to the campaign immediately and starts the message sequence.
💬 You’ll Know It’s Working When:
Your contact appears under the campaign
Messages begin sending at your configured times
Replies or clicks start rolling in from patients
🚀 Pro Tips
Use Manual Campaigns for seasonal pushes, flash sales, or personalized messages
Combine with CSV Upload to trigger for a whole list — see How to Upload Contacts to a Campaign
Want patients to opt-in on their own? Use Keywords in your campaign settings
🛟 Need Support?
We're here to help fine-tune your campaign strategy or troubleshoot issues.
📧 Support@getaloha.com
📞 1-800-563-0469
Let’s help you connect with the right patients at the right time!