Step 1: Navigate in your account to Campaigns - SMS Campaigns. Click on the large green button on the bottom right with the '+' icon.
When you do, the following area will display to set up your campaign.
Step 2: Message. This is where you define the message that you are going to send to your members. It includes a few items, which we will review individually below.
2a: Campaign Name: This is for internal use only, your end-users will not be able to see this.
2b: Tags: For internal use to organize your campaigns. End-users will not see tags.
2c: From Number: This will be set up in your account by your Gleantap support team. If it isn't there, please contact support@gleantap.com for assistance.
2d: Message: This is where you can write out your message. You are limited to 320 characters. Link shorteners are recommended.
If you chose a Single-Opt-In approach, be sure to include 'Reply STOP to opt-out.' at the end of your messages.
If you want to further personalized your message, click on the button that says 'Personalize' to add merge tags to the copy. For instance, by adding {first_name}, it will add the recipients' first name to the copy of the message when sent through campaigns.
2e: Image: This featured must be added to your account, as MMS messaging is an additional fee. However, if you have images enabled, you can select an image here to add to the message.
*If you select an image and add it to your account but your account doesn't support Multi-Media SMS, the campaign will not send*
Step 3: Audience. This is where you can select who you want to receive your message.
3a: Click on the 'select' dropdown in the left-most box from this page to view the attributes you can use to create a segment. This will be from information you have manually uploaded into Gleantap or from your integration with a third party.
While you can make a segment here like 'Last visit is in the last 30 days,' we recommend making segments ahead of time so that you can scroll down to 'Segments,' which will open up a 'Is in segment' option from the middle box and a dropdown of options in the right-most box.
More information on segmentation can be found here.
3b: Inbound Campaign: Unless instructed by your Gleantap team to do otherwise, 'None' should be selected from this dropdown.
3c: Calculate your audience by clicking the blue 'Calculate' button. This will tell you how large your potential audience is. We always recommend calculating before sending to make sure it sends to the correct audience.
Step 4: Time/Trigger - Select when the campaign will launch.
4a: Send ASAP: If selected, once you confirm the campaign, it will begin sending right away.
4b: Specific Date & Time: If selected, the campaign will begin sending at the time specified.
4c: Ongoing (Automated Campaign): If selected, the campaign will send once confirmed to the current audience + anyone added to the audience moving forward.
Step 5: If everything looks correct, you can confirm your campaign and finish up the process by clicking on the button that says 'Confirm.'