March 30, 2023 - How to send campaigns with templates

ENTERPRISE

Drive engagement with email and text campaigns! Network members can centrally manage outreach to consumer account holders with tailor-made tools.

CAMPAIGNS

Network members can send contacts (account holders) on-demand text and email campaigns.

Step 1: Click Create a new campaign.

Create a new email campaign

The Create a new campaign page allows you to input the details of your campaign.

Step 2	Select Email under the section labeled Type.
Step 3	Type in the Campaign name.
Step 4	Type in the Subject of the campaign. This will be visible to recipients.
Step 5	The From address is auto populated and can not be edited.
Step 6	Select the Group from the drop down that should receive this campaign.
Step 7	Select the desired Template from the drop down menu.
Step 8	Select the Launch date for the campaign to be deployed.
Step 9	Click Save to save the work done so far. Click Schedule to launch campaign. Click Preview to view the campaign in advance of deploying.
Step 10	Enter an email into the textbox labeled Send test message to send a this email to a team member. This email must be added in the contact database.

Create a new text campaign

The Create a new campaign page allows you to input the details of your campaign.

Step 2	Select Text under the section labeled Type.
Step 3	Type in the Campaign name.
Step 4	The Short code is auto populated and can not be edited.
Step 5	Select the Group from the drop down that should receive this campaign.
Step 6	Select the desired Template from the drop down menu.
Step 7	Select the Launch date for the campaign to be deployed.
Step 8	Click Save draft to save the work done so far. Click Schedule to launch campaign. Click Preview to view the campaign in advance of deploying.
Step 9	Enter a phone number into the textbox labeled Send test message to send a this text to a team member. This phone number must be in the contact database.

Edit draft or scheduled email or text campaign

Step 1: Click on the Details next to a campaign with a Draft or Scheduled status.

Step 2: Click Edit to update campaign information. When a campaign has a Draft or Scheduled status, all fields are eligible to be edited.

Step 3: Navigate back to the Campaigns dashboard. Select the three dots next to a campaign with a Draft or Scheduled status.

• Select Delete campaign to delete the campaign. Deleting a campaign is an action that cannot be undone.

• Select Edit to return to the edit page.

The Campaigns dashboard provides insights for sent email and text campaigns.

Step 1: Click on the Stats button to see analytics on the individual campaign.

• Delivery rate shows the rate email or text campaigns were delivered to consumers.

• Open rate shows the rate email or text campaigns are opened by consumers.

• Click-through rate is the number of consumers who click a link included in a communication.

• Unsubscribe rate shows the rate of consumers that unsubscribed to emails.

• Opt-out rate shows the rate of consumers who opted-out of text campaigns.

TEMPLATES

Network Members can use standard email and text templates that can be auto-populated with consumer account data​ from the contacts database.

Reach out to your primary Kredit contact to review templates.

Select the Preview button to review the template.