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Creating Your First Campaign

Start your first Instant Marketing Campaign today and discover what an effective tool it is to target the right audience for your message. The results will speak for themselves; greater engagement and higher sales are likely to follow.

It's easy to create a campaign from the Campaign interface or from the customer groupings you've already created. Here are a few customer groupings you may have created depending on your field: 

  • Car/home insurance renewal date in January/February/etc.
  • Cat/dog/etc. owners
  • Customers from a specific region/town
  • Customers who bought a new vehicle in the last year
  • Etc. 

Quick Links

Creating a Campaign From the Campaign Interface

  1. Select Campaigns Sleep (1), on the left side of your screen
  2. Select New campaign.

Choose name

  1. Write a name for your campaign.
  2. Select Next.

Target Customers

Your final list of customers reached by your campaign are the targeted customers minus the excluded ones. If someone is in both targeted and excluded customer, they will be excluded.

  1. Set up the groups targeted for your campaign.
    • On the left, you have all the available groups for target and exclusion. You can also Search for one or more groups... in the search field. You can target whichever group you want and you can exclude any groups as well. 
    • On the right, you have the targeted and excluded groups. Excluded groups are optional. For example, an excluded group could be a group of customers who don't want to be contacted through campaigns.
    • You will be able to see how many customers will be reached with your campaign on the top right corner of your campaign scree.
  2. Select Next

Assign Replies

  1. Choose the user or team you want to assign the campaign responses to.
  2. Select Next.

Create Message

  1. Write the message you want to send with your campaign. Campaign messages should always be short, clear, and straight to the point. See the Campaign Message Examples section templates you can use or adapt.
  2. After you write your message, you will see a preview and you can send a test to the number you want. 
  3. Select Next

Set Delivery Time

  1. Set up the date and time you wish your campaign to be sent at, whether right now or later.
  2. You have to agree to and accept the term and conditions.
  3. Select Schedule campaign.

Please note

Throughout the whole setup, you can go back to each step before saving your automation.

Creating a Campaign From an Existing Group

You can create a campaign from an existing group in the Groups Sleep-Aug-19-2021-02-42-49-79-PM tab.

In Groups

  1. Select the Campaigns  tab, on the left side of your screen.
  2. Select the Groups sub-tab.
  3. Select the check box of the group for which you wish to send a campaign to. You can select as many groups as you want.
  4. Select Create campaign Sleep (1).
  5. Enter the name of your campaign.
  6. Select Create campaign. You will be redirected to the next steps to create your campaign.

In a Specific Group

  1. Select the Campaigns  tab, on the left side of your screen.
  2. Select the Groups sub-tab.
  3. Select the specific group to which you wish to send a campaign.
  4. Click on Create campaign Sleep (1).
  5. Enter the name of your campaign.
  6. Click on Create campaign. You will be redirected to the next steps to create your campaign.

Campaign Message Examples

Here are a few examples of campaign messages that you can send to your customers.


Do not change any of the words in { curly brackets }, they will be replaced by your customer and/or company's information.

Change the words in [ square brackets ], according to the desired information.

  • Hello { customer.name }, is your [cat/dog/etc.] due for its annual vaccination? Reply VACCINE and we will reach out for an appointment { company.name }, { company.phone_number }.
  • Hello { customer.name }, it is now the season to get your seasonal tire change! Reply TIRE to book an appointment and we will contact you as soon as possible. { company.name }, { company.phone_number }.
  • Hello { customer.name }, a recall by the manufacturer has been issued on your vehicle{ customer.meta_vehicle_model | write your fallback value }, vin number  customer.meta_vehicle_vin | write your fallback value }. Reply RECALL to book an appointment or NO if you no longer own that vehicle. { company.name }, { company.phone_number }.

Campaigns Under Review

When you create a campaign, we may have to review and approve it before it is sent to your clients. Why? We want to ensure that your campaign meets our policy standards and industry best practices. Not only do we want to protect you and your reputation as the sender, but we want you to achieve the best possible open rate. Furthermore, we want to make sure you are fully compliant with anti-spam laws.

As soon as your campaign is under reviews, we will notify you by email. 

  1. After you select Create campaign, a message bubble will appear.
  2. Write the reason for your campaign in the message box.
  3. Select Submit for review.

All your campaigns under review will be in the Campaigns Sleep (1) tab, and you can filter them to see their status. 

  1. To view them, select the Campaigns Sleep (1) tab on the left side of your screen.
  2. Select the checkbox Under review to display all affected campaigns.