Step 1 – Naming and filtering a one-off campaign

You’re launching a new one-off campaign. Please click on “+”, a new one-off campaign window will open. First step: naming the campaign and defining the target. 

green_flag.JPGSTEP 1.1: HOW TO LAUNCH A NEW CAMPAIGN

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From the interface of the one-off campaigns, please click on the “+” button. 

green_flag.JPGSTEP 1. 2: NAME THE CAMPAIGN

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Please name the campaign. Its name must be obvious, all the more so if you intend to launch several similar campaigns. Please define the target of the campaign (features, criteria defining members for example).

Here, the campaign intends to inform active members that the club will exceptionally be open on a Sunday. 

green_flag.JPGSTEP 1. 3: FILTER THE CAMPAIGN ACCORDING TO THE TARGET CRITERIA

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In any case, you must determine to which club(s) the recipients of the message belong. You may filter according to numerous criteria. Here, you simply wish to communicate to active members from the Warriors House Lille club. 

Please select the Warriors House Lille club and the Member status in the menus linked to the latter filters. 

 

Defining the SMS sending time

The last boxes you can tick enable you to define whether you wish (or not) to send SMS issued from campaigns out of time restrictions. 

 

  • By default, SMS are sent between 9.00 and 22.00 (this time slot can be changed from Smartmessaging settings). If you wish to postpone these SMS to the next day, please tick the first box.  
  • The second box enables you to ignore time restrictions when sending SMS. The SMS will be sent no matter the time restrictions defined by default or in Smartmessaging settings. 

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After choosing the filters, please click on “FOLLOWING”. 

green_flag.JPGSTEP 1. 4: DEFINE THE FIELDS PRESENT IN THE LIST OF RESULTS 

Once the email segmentation is complete, the list of members matching criteria defined in 1.3 becomes available. 

You may choose the list format according to criteria. The “one-off campaign” feature is useful regarding communication but it also enables to search members matching certain criteria. 

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  1. To choose viewable fields from the list of results, one may simply tick the chosen elements. 
  2. Please click on “Execution”. The loading of data begins and may take a while. You will then get the results, displaying only the chosen fields. 

green_flag.JPGSTEP 1. 5: DETERMINE WHICH ACTION WILL BE CARRIED OUT WITH THE LIST

There are three options: export the list of result, send an email or send a text message to all members from the list. 

green_tick_in_a_circle.JPGTO EXPORT THE LIST OF RESULTS ON A CSV FILE

Please click on the “Exports” button in the top right-hand corner. 

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green_tick_in_a_circle.JPGTO SEND AN EMAIL TO MEMBERS FROM THE LIST OF RESULTS

Please click on the “Following” button in the bottom right-hand corner.

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green_tick_in_a_circle.JPGTO SEND A TEXT MESSAGE TO MEMBERS FROM THE LIST OF RESULTS

Please click on the “SMS” button in the top right-hand corner. 

naming 

To learn how to write and format email and text message templates, please read this article. 

 

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