Campaigns - Best Practices

Best Practices for Using Campaigns

Campaigns allow you to track and report on activity related to a particular group of text messages. To get the most out of Campaigns be sure to follow these best practices.

1) Be Simple and Clear

When creating campaigns, use names and descriptions that obvious and descriptive:

2) Be Consistent

Campaigns are shared with others in your team so ensure they understand when to select that campaign when sending outbound messages.

3) Active vs Archive

If a campaign is no longer relevant, be sure to make it inactive by archiving it. This will remove the possibility of it being selected in error and will simplify the list of active campaigns on the compose page.

4) Edit vs New

Only edit a campaign name or description if the intention is to make them more obvious and descriptive. When you would like to track and report on a new topic, create a new campaign. This will keep the reporting accurate for each of your campaigns.

5) Keep Conversations Properly Tagged

Responses within 24 hours will be automatically tagged as a response to that particular campaign. If it is clear that the response should not be associated to the campaign, hover over the Campaign name and click the X to delete it.

If you respond to a contacts message that was automatically tracked as part of the campaign, you must also tag your response as part of the campaign. Failing to do so will result in your response and any subsequent responses from the contact to not be tracked as part of the campaign, even if the correspondence takes place within the 24-hour window.

Responses can also be tagged with other campaigns when appropriate by hovering over the response in the conversation view and clicking on the Campaign megaphone icon. You can select a Campaign from the list or use the search to find the Campaign you need.

Good management of tagging responses will result in more accurate reporting.