Scheduling a Campaign

Overview

You are able to schedule proactive messages to be sent to your contacts, either immediately or in the future, including on a recurring schedule. When scheduling, you will choose the recipients, the Script you want to send, and the specific time and date.

Scheduling a Campaign

1. Navigate to the Campaigns page and click the New Campaign button in the top-right corner. Alternately, you can schedule a Campaign from the Calendar tool.
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     The Schedule Campaign screen will appear:
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2. In the Title and Description fields, you can provide a unique identifier and short description for the campaign you intend on sending to a particular group of students.
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3. Below this, you can select the intended Campaign recipients in one of two ways:
   
   • In the first dropdown menu, you can select a rule-based Audience or create a new one. (See Creating / Editing Audience Segments.) This uses rules to find contacts who meet that criteria when the campaign sends; these rules can include default fields, custom fields you have created, contact labels and import labels, message history, and more.
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   • In the second dropdown menu, you can select an existing Import, or import a new CSV of contacts. (See Importing Contacts.)
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   • You can also select a subset of contacts from the import: All contacts, Newly Created contacts, Updated contacts, or Contacts with Updated Phone Number.
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4. Once you click Continue you will be moved to the Script selection, to choose a Script that you or your team have created. You can scroll through existing scripts, preview them, and select the one you want to send.
   
   
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5. The last part of the Campaign scheduler tool is the Trigger which allows you to specify when a campaign is to be released. Choose a date and time for a campaign to be sent out in the future - including on a recurring basis, such as every week or every day. Alternately, you can trigger the campaign to send immediately.
   
   
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6. Once you select your Recipients, Script, and Trigger, you can click Schedule Campaign. As soon as you click that button, you will be redirected to the Calendar page where you will see a message that says the Campaign has been successfully scheduled.
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If a recipient has multiple communication channels, Mainstay will send to their SMS channel. If they do not have SMS, then Mainstay will send to Slack. If they don't have Slack enabled, then the campaign would be sent to web-chat.