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.

Previous highlights:

CONTACTS | How to manage contacts
GROUPS | How to manage groups
UPLOADS | How to manage contact uploads
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.

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
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
  • 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.
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.
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.