How to create an Email and SMS Campaign

Head to the Campaigns tab in ToolDesk to get started. ​

Creating a Campaign in 4 Steps

1. Setup Campaign
2. Create Audience
3. Create Content
4. Review & Send Campaign

Setup Campaign

1. Give your Campaign a name
2. Choose between a SMS (text message) and Email Campaign
3. Click “Continue”

If you see a message that says “Your custom domain is not validated. Email campaigns are disabled.”, please set up your custom sending email.

If you see a message that says “Your phone number is pending approval. You will not be able to send SMS campaigns until it is approved.”, please submit your phone number application.

1. Choose from a pre-built campaign or start from scratch from a Blank Campaign
2. Pre-built Campaigns include a filtered list of Clients a.k.a Audience and prewritten email or text message
3. Click “Create Campaign”

Create Audience

1. If you selected a Campaign Template, you’ll have a pre-filtered Audience of your Clients that you can leave as-is, or modify to meet your goals.
2. If you selected Blank Campaign, you can create a Audience with filters or choose to send a message to all of your Clients. How to use Filters to build Audiences
3. You can also manually exclude Clients from a Campaign by using the Exclude checkbox.
4. Once your Audience is set, click “Create Content”.

Create Content

Creating Text Message Campaigns

Tips for great text message campaigns

• Start the message with your company name.
• Less is more. Keep the message short.
• Use one clear Call-To-Action (e.g. Call now to book)
• Longer messages will use more credits. How SMS Credits Work

1. Type out your message in the composition window
2. Use Client and ToolDesk Variables to personalize your message
3. Use the preview window to see how the message will look to your Clients
4. When your ready, click “Review Campaign.” ​

Creating Email Campaigns

1. When creating an Email Campaign, you have two options:
2. Plain Text: a simple text-only email like you typically send via Gmail or Outlook
3. Graphic: a designed email with graphics like you might send in MailChimp 1. You can access the graphic email designer by clicking “Advanced Editor”
4. Once you pick your email type, write out your message in the composition window
5. Use Client and ToolDesk Variables to personalize your message
6. Use the preview button to see how the message will look to your Clients
7. When your ready, click “Review Campaign.”

Review & Send Campaign

Review the information about your campaign and click “Send Campaign” to send

1. Credits
2. Campaign Type: SMS or Email
3. Credits Remaining: SMS or Email credits left this billing cycle
4. Total credits required: how many credits this campaign will cost 1. Total Cost = # of credits per message * # of Clients in Campaign
5. Schedule
6. Send the campaign now
7. Schedule the campaign to send later
8. Content
9. Preview the SMS or email
10. Audience
11. # of Clients in the campaign given the filters
12. From & Replies
13. The phone # or email address sending the message
14. The phone # of email address receiving any replies ​