How To Create a Manual Messaging Campaign

How to create a manual messaging campaign in Sakari.


Setup

1. Select Create Campaign from the left navigation. 
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2. Select the Manual campaign type.  

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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. 

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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.

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

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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. 

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7. You're done! Click Save 

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