March 30, 2023 - How to send campaigns with templates
Drive engagement with email and text campaigns! Network members can centrally manage outreach to consumer account holders with tailor-made tools.
Covered in today's update:
CAMPAIGNS | How to send on-demand email and text campaigns to consumers
TEMPLATES | How to use standard email and text templates that can be auto-populated with consumer account data
To request a demo, log into your Kredit account and submit a demo request or reach out to your primary Kredit contact.

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
Create a new text campaign
Edit draft or scheduled email or text 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 |
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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. |

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 |
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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. |

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.


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.


Last modified 7mo ago