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
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Navigate to the Campaigns page and click the + Create Campaign button in the top-right corner. Alternately, you can schedule a Campaign from the Calendar tool.
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This will take you to the Campaign Schedule page.
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In the Title and Description fields, provide a clear name and a short description for the campaign you intend to send.
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Next, select when you will send this campaign:
- Send immediately: This will initiate the campaign right when you click the Schedule Campaign button.
- Send once on a specific date and time: This allows you to schedule the campaign to send in the future.
- Send on a recurring schedule: This option sends the campaign to intended recipients every day, week, or month. See Recurring Campaigns for more information.
- This option also allows you to set an end date and choose whether a contact can receive the campaign multiple times.
- Send immediately: This will initiate the campaign right when you click the Schedule Campaign button.
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Next, choose your intended recipients.
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Audience: 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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Import: 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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Audience: 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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Finally, choose the Script to send. You can scroll through existing Scripts that you or your team have created, preview them, and select the one you want to send.
- Once you select your Trigger, Script, and Recipients, 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 indicating that the Campaign has been successfully scheduled.
Notes
- 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 web-chat.
- If a campaign is scheduled outside of your institution's Allowed Hours, it will not send until the following day when the allowed hours window reopens.
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