What is Campaign Manager and how do I set up a campaign?
Campaign Manager is a tool for creating automated messaging experiences that respond to contact behavior and input. Make sure you are sending the right message, to the right student, at the right time!
Instead of sending one-off messages, Campaign Manager helps you design structured, decision-based communication. You define what gets sent, when it gets sent, and how the system reacts to replies.
Click here to learn more about Campaign Manager.
How to create a nudge and campaign
1. Create your first nudge
Go to the Campaigns tab in your Message web app
Select your Program
Click + Add Nudge
2. Name your nudge
Give your message a clear, unique name.
If this nudge is part of a larger campaign, consider numbering them:
“1 – App Campaign Fall 2027”
“2 – App Campaign Fall 2027”
3. Select your audience
Decide who should receive this message:
Send to entire department: Every active in contact in your program
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To send to a segment: Send to a segment of your contacts
Click + Add Rule
Expand the rule and set your conditions
Example: Send to all contacts in your program / department.
Example:
Send only to in-state contacts by setting a condition like in_state = TRUE
For more on advanced search, see: [Advanced search and rules]
4. Choose your delivery option
Select when your message should send:
| Delivery Type | When to Use |
| Calendar date | One-time announcements |
| After import | Send to newly added contacts |
| After criteria met | Ongoing, behavior-based messaging |
| On field value | Date-based triggers (birthdays, appointments) |
5. Write your message
Compose your message using standard messaging elements: merge tags, emojis, images, and links.
Best practices:
Use full URLs (avoid link shorteners like bit.ly or tinyurl)
Keep messages under 160 characters when possible
Use multi-part messages if needed (click + to add another message)
6. Save or publish
Click Done and Save as Draft
Publish to make the message live
Once published, your nudge will automatically send to any contact who meets the criteria.
7. Build the rest of your campaign
If your campaign includes multiple messages:
Click + Add Nudge
Repeat the process for each step
Tip: Plan your campaign in advance so your messages flow logically and work together.
Enhance your campaign
You can add additional functionality to any nudge by clicking + Add:
Branching keyword responses
Send different replies based on how a contact respondsSave responses
Capture replies and store them in a contact field
Learn more:
[Saving responses]
[Branching keyword responses]
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