How do I send a "campaign" message?

Do you have a list or .csv file of less than 1000 contacts and do NOT need to save recipient data? Try a bulk message.

Why Use A Campaign Field?

When you need to send an adhoc message to a group of students that cannot be adequately covered by your existing data AND you need to save the recipient data try a custom "campaign" field.

Often, users create temporary group_lists for these one-off messages or campaigns. However, this approach can result in a long list of group_lists in the program drop-down menu and may even disrupt counselor access to specific group_list caseloads.

Create a Custom "Campaign" Field Type

  1. Your first step is to create a "campaign" field because it is not automatically available in Message. To create a custom field, go to the Programs tab and select "Manage Fields."
  2. Click on the "Add Custom Field" button.Screenshot_2023-05-22_at_11.41.13_AM.png
  3. Enter "campaign" as the Field Name and "campaign" as the Display Name.
  4. Choose "String" as the Field Type.Screenshot_2023-05-22_at_11.41.34_AM.png

Import Your Campaign Data:

  1. Create a spreadsheet file with "customer_id" and "campaign" fields. Name your campaign something unique, such as the date, so it won't repeat in later campaigns. Screenshot_2023-05-22_at_11.09.51_AM.png
  2. Save as a CSV file. Screenshot_2023-05-22_at_11.10.36_AM.png
  3. In Message, go to the "Programs" tab.
  4. Select the appropriate Program.
  5. Navigate to the "Import Contacts" tab.
  6. Click on the "Import Contacts" button.Screenshot_2023-05-22_at_11.10.46_AM.png
  7. Choose your CSV file.
  8. How do you want to handle the contacts in your file?
    • Unselect "Import new contacts."
    • Select "Update existing contacts."
    • Select "Campaign."
  9. How do you want to handle errors?
    • Select "Skip the contact and continue the import"
  10. Click on the "Start Import" button.Screenshot_2023-05-22_at_11.10.55_AM.png

Send Your Campaign Message:

  1. Note that it may take anywhere from 15 – 90 minutes for your campaign data to sync in Message depending on the date / time of upload.
  2. Go to the "Contacts" tab.
  3. Select the relevant Program from the left side panel.
  4. Click on "advanced search" located under the search bar.Screenshot_2023-05-22_at_11.16.45_AM.png
  5. Select "Add Criteria."
  6. Choose "campaign" as the attribute.
  7. Select "equals" as the operator.
  8. Type in your campaign title (the same header used in your CSV).Screenshot_2023-05-22_at_11.11.14_AM.png
  9. Send or schedule your message for this campaign group. Screenshot_2023-05-22_at_11.47.43_AM.png

Watch a Step-By-Step Video on Campaign Messages

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