Creating a Campaign – Text and Email

TrueDialog Portal

Sending Messages > Campaigns

The guide covers creating a Text & Email campaign. A campaign holds the message to send to end-users. Follow the instructions below to create a one-way text and email message campaign. When pushing the campaign, both a text and an email will be sent to the end user. If the contact lacks a phone number or email, they will receive a message only for the available contact information.

This guide assumes you are familiar with creating a One Way SMS Campaign and an Email Campaign; if not, see the following articles: Creating a Campaign – One Way SMS and Creating a Campaign – Email.

You must have a verified email address from which to send email messages. If you don’t have one, contact Customer Support at
1-877-501-4276 | support@truedialog.com

Create an Email Campaign

1. Expand Send Messages in the left sidebar and select Campaigns.

   

2. Click the Create Campaign dropdown and select One way to open the New One-Way Campaign window.

   

3. Select Text & Email for the message type.
4. Click Next to go to the Details page.

   

5. Enter your campaign’s name in the Name textbox.
6. (Optional) Expand the Advanced section.
   • Language(s) – You can add or remove any supported languages. If you select multiple languages, the Email Messages page will have a Message Content box for each language.
   • Subscription – Select the subscription to use for this campaign. The default subscription will be selected.
   • Single Use—If checked, the end-user will receive a text message from this campaign only once. Note: This only applies to text messages, not email messages. Don’t set it to single-use until testing is complete.
7. Click Next to go to the Text Messages page.

   

Text Messages Page

See the Creating a Campaign – One Way SMS article for more detailed instructions on creating a text message.

1. Enter your message in the Message Content textbox.
2. Click Next to go to the Email Messages page.

   

Email Messages Page

See the Creating a Campaign – Email article for more detailed instructions on creating an email message.

1. Enter your sender email address in the From textbox.
2. Enter your email subject in the Subject textbox.
3. Edit the HTML to add your email message in the Message Content textbox.
4. Click Next to go to the Review page.

   

Review Page

1. Review the message in the mockup phone to ensure everything is as expected.

   

2. Click the dropdown menu and select Email to review the email message.

   

3. Review the email message to make sure everything is displayed as expected.

   

4. (Optional) Check to test campaign – If checked, the campaign will be tested by sending a text or email to the specified contact once it is created.
   1. Note: It is strongly recommended that you test all campaigns before making them live.
   2. In the Contacts textbox, enter the phone number or email address to receive the test message. To enter multiple contacts, type a comma after the contact, and the email will automatically be added to the list of contacts.
5. Click Submit to create the campaign. The campaign message will be sent to the listed contacts if the Check to test campaign checkbox is checked.

   

6. After creating the campaign, a success message will appear in the upper right corner.