Overview
A Campaign is a particular instance of sending a Script to one or more contacts (using an Import or Audience). In other words, a Script is a template message or conversation that could be used to communicate - but a Campaign is an instance of actually using it to communicate with someone.
Sending a Campaign
Use the New Campaign button to schedule a one-time or recurring or data-triggered campaign, or save it as a Draft.
Campaign Reporting
The rest of this page shows Campaign reporting. Clicking into one of these Campaigns will take you to its Insights page. Visit Campaign Insights for more information about viewing or downloading those detailed results.
Use the search bar to find a particular Campaign by name or description, and the sidebar to filter:
- Drafts: Campaigns that are saved in a Draft state
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All Scheduled: shows all time-specific Campaigns that have sent or will send
- Sent: shows Campaigns that have sent out already
- In Progress: shows Campaigns that are currently sending (and is otherwise not shown)
- Upcoming: shows Campaigns that are scheduled to send in the future, including the next send of any active Recurring Campaigns
- Recurring: shows only Recurring Campaigns - both past instances and the next future send
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Introductory:
- Webchats: shows automatic intro campaigns for all webchat variants
- Hello Pages: shows automatic intro campaigns for all Hello Pages
- Other: shows aggregate reporting for other intro Campaigns, such as for open-bot SMS and the API create-and-intro script
- Data-triggered: shows aggregate reporting for Data-triggered Campaigns
The sortable table shows high-level information for Campaigns:
- Campaign: the name and description of the campaign, as well as a special indicator for recurring campaigns.
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Type: Interactive for Scripts with Yes/No, Multi-Choice, or Open-text questions; Nudge for all others (see Scripts)
- For Campaigns that use Interactive Scripts, this also indicates the % engagement:
# contacts who responded to 1+ message / # contacts who were sent 1+ message- Note that this includes invalid responses and opting out or #pausing during the Campaign.
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Sent: the number of contacts that Mainstay sent to or attempted to send to
- Note that this includes contacts Mainstay sent to, but who experienced phone carrier delivery issues.
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Last Sent: the date and time this Campaign was sent
- For a recurring Campaign, this will have the most recent timestamp.
- For an upcoming Campaign, this will appear in italics and show the future time when it is scheduled to send.
Filtering
This table can be filtered by "Last Sent" date:
This table can also be filtered by "User Group", if the feature is enabled for your institution:
It's also possible to filter by Campaign Plan:
And by Audience:
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