How To Create a Manual Messaging Campaign

Adam H.

May 18, 2023 13:45

How to create a manual messaging campaign in Sakari.

Setup

1. Select Create Campaign from the left navigation.

2. Select the Manual campaign type.

3. The campaign interface is broken out to three sections:

Select Contacts - select which contacts will receive your message
Design Template - configure the message that will be sent to your contacts
Reporting - select to receive a message summary report by email after a delay.

4. Select your contacts. Determine which contacts will receive your message by creating attribute filters and/or tag filters. Your contacts must meet all filtering criteria.

Note: The results of your filtering parameters will grow and shrink over time as your contacts list changes. For example, if you create filters to send a message to all contacts with tags of "Driver", as new contacts are added with this tag, they will be included in future messages.

5. Generate your messaging template. You can use an existing template, edit an existing template, or create a new template.

6. Select your message reporting. You can have a campaign message report automatically sent by email after a minute/hour/day delay of your choice.

7. You're done! Click Save