This short user guide will show you how to set up a new campaign template in Campaign Manager.
Once you have logged on to the Cloud Portal and launched Campaign Manager, use the navigation menu on the left of the screen to select Campaigns, and then Campaign Templates.
The steps involved in creating a campaign template are very similar to creating a new campaign from scratch, but for repeated campaigns it can be easier to use a template.
Step 1: Template Name
Enter a name for your template that will make it easily distinguishable. For example “Daily Birthday Campaign Template”.
Step 2: Select Recipients
Here, just as in campaign set up you can search for your recipients in your Campaign Manager Database using any data field.
Step 3: Response Options
Now choose whether you would like your recipients to respond to the message. If you want them to respond, be sure to select whether you want to receive those responses to a mobile phone, or directly back to Campaign Manager.
Step 4: Campaign Rules
If you choose to allow your recipients to respond, you can set up Campaign Rules to manage your inbound messages.
For more help on creating rules, check out our Rules user guide.
Step 5: Compose Message
On this page, enter your message copy. You can use message templates to complete this section or type in the message body. You can also change the validity period of the message here.
Step 6: Campaign Options
Just like when you set up a new campaign, you can choose to stagger your delivery, use sociable hours and confirm seeding options on this page as well as setting the deployment time of your message.
Once you have completed all the information, click Finish. A message will appear at the top of the page to confirm you have successfully saved the template. On the Campaign Templates home page you can edit or delete your templates, by clicking Edit or selecting the templates and clicking Delete.