Overview

This article will focus on the initiation and configuration of email and SMS campaigns, including one-time, recurring, and scheduled campaigns.

A campaign offers a streamlined way to connect with your team via email or SMS. It simplifies the process by letting you send messages to everyone at once using segments or pick individuals as needed. Worker information, such as email address and phone number, is pulled directly from worker profiles, so all you have to do is select their name or segment. You'll also have the option to schedule campaigns on a recurring schedule - easy peasy!

Creating a Campaign

The initial step is navigating to the "Communicate" section, followed by selecting "New Campaign" and entering the desired details [Campaign name + email or SMS], then selecting Create.

One the composing page a preview window will be available in the right panel for demonstration purposes, but please note that it might not exactly match how your campaign will appear when delivered:

Fields within the editor:

Reply to: If a single email or phone number is designated as the "Reply to" contact, it will be automatically selected as the default option. However, if there are multiple options available, you can choose the desired one from the dropdown menu.

To Segments/To Individuals: You can switch between your targeted recipients using the dropdown menu. When selecting "Segments," the field will populate with all available segments, while choosing "Individuals" will display the list of workers for selection. You can search for individuals or segments by typing their names in the provided field.
Please note: If a worker belongs to multiple selected segments, they will not be counted twice. For example, while the individual segment numbers may total 30, the number of recipients may reflect 25 if 5 of those workers are repeats.

Subject (for email campaign only): Here, you'll input the intended subject line for the campaign email.

Body: You have multiple tools listed to created the body of your email or SMS campaign. The formatting tools are straight forward and self-explanatory. You can also use the "Generate" button to incorporate AI. Plus, there are merge keys to add personalized details like the worker's name, company name, and phone number, along with any custom merge keys you've created.
Button: With this feature, you can include a "button" that, when clicked, directs users to a specific URL. It's handy for sending employees to watch a video, read an article, or whatever else you need them to do. You'll be able to add a confirmation message once clicked, or connect a webhook as well. The colors will be imported from your email template (if setup), (or) you can alter the design in the pop-up window.

Shorten: This option allows you to condense the body of the campaign. If you've written a lengthy piece and want to retain the relevant information while shortening the text, you can use AI to achieve this.

Templates: Utilize this function to either save or load previously saved campaign templates.

Utilizing Templates

Load current campaign as template: This button will retrieve the information you have presently entered into the campaign Title, Subject, and Body.

Save as template: If you want to save the content currently in the campaign space, utilize this function. It will then become available in the left panel.
Generate: Here, you have the option to activate a pop-up window to introduce AI-generated campaign messages.

Using Ai to Generate a Message

From a topic: You can choose the foundation of your campaign message by utilizing the listed options.
Through the various drop-down menus, select from a range of topics to base the prompt on, such as Job Opportunity, Open Shifts, Inclement Weather, etc. Additionally, specify the Tone of Voice (friendly, professional, casual, etc), Length (150 chars, 150-400 chars, 400+ chars), and Emoji preference. Once all selections are made, clicking "Generate" will provide a campaign message for use. You can insert the message using the button in the bottom right corner.

Write a prompt: This option enables you to write your own campaign prompt and then utilize AI to generate a more detailed or aligned campaign.

Scheduling a Campaign

Once you have successfully created your campaign and are prepared to send it off to workers, you will be directed to the scheduling page.
Here, you will be presented with two options: "Send Now" or "Schedule." Additionally, you will see the number of recipients based on the segments or individuals selected.

If you're not yet ready to send the campaign, you can also save it as a draft by selecting "Save Draft" at the bottom.

Send Now - This triggers a (one-shot) campaign. The campaign will send out immediately and become complete.

Schedule -Utilize this feature to schedule campaigns for sending on a future date. Selecting this option will prompt multiple setup options including the date, time, timezone, and repeat frequency. The "Repeat" function allows you to schedule a campaign to send on a daily, weekly, monthly, or yearly schedule.
Continuous trigger campaign - Enabling this toggle activates the campaign to send to new workers added to a specific targeted segment. For instance, if the campaign is configured to send to all workers with a "Driver" job title, and 5 new workers with the same job title are added after the initial campaign send, the campaign will automatically include these workers and send the campaign to them as well.

Collect Data Until - In situations where there's a deadline after which campaign data becomes obsolete, you can utilize this option to specify when the campaign should stop reporting.

After the campaign is sent, you can access analytics by selecting the campaign in the campaign table. Here, you can view the delivery rate, open rate, and click rate (if applicable). Please note that initially, the analytics may appear empty with a message stating "We are fetching your data" for up to 20 minutes if there are no reported delivery statistics available yet.

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