Microsoft 365
TrueDialog Integration
After creating a campaign, the next step is to send it to your contacts. The following instructions will show you how to send the campaign immediately or at a scheduled date and time, as well as how to select the contacts to receive it.
- Click the Campaigns tab.
- Click the Send icon to the right of the Status column for the campaign you want to send.
Immediate
- Select Execute to send the campaign immediately after clicking Send.
- Click the Text Channel dropdown.
- Select the phone number from which to send the campaign.
You can select any short or long code, including the LONGCODE channel. Do not select any voice, email, or social media channels.
- Select the way to specify the contacts to receive the campaign.
Individual contacts:
With this option, you can add any contact to receive the campaign.
- Select Individual contacts.
- Start typing the name of the contact in the Contacts textbox. A list of contacts matching the name will appear as you type.
- Select the contact to add.
- More contacts can be added by repeating the process of typing the contact’s name and selecting the contact.
- (Optional) You can remove a contact from the list by clicking the X to the right of the contact’s name.
Contact lists:
With this option, you can select any contact list to receive the campaign.
- Select Contact lists.
- Click the Contact Lists dropdown.
- Select the contact list to receive the campaign.
- Click Send.
- After sending the campaign, a success message will appear in the upper right corner.
Scheduled
- Select Schedule to send the campaign at a scheduled date and time.
- Click Schedule Date to open the date picker widget.
- Use the date picker widget to select the date to send your campaign.
To send the campaign at a specific time today, choose today’s date and select a time.
- Click the Schedule Time dropdown.
- Select or enter the time to send the campaign.
The Schedule Time is in a 24-hour format, and you can select times on the hour or half-hour using the dropdown menu. Alternatively, you can manually enter times in the Schedule Time field to schedule down to the minute. Unless specified otherwise on the form, all times are based on your computer’s time zone.
- Click the Text Channel dropdown.
- Select the phone number from which to send the campaign.
You can select any short or long code, including the LONGCODE channel. Do not select any voice, email, or social media channels.
- Select the way to specify the contacts to receive the campaign.
Individual contacts
With this option, you can add any contact to receive the campaign.
- Select Individual contacts.
- Start typing the name of the contact in the Contacts textbox. A list of contacts matching the name will appear as you type.
- Select the contact to add.
- More contacts can be added by repeating the process of typing the contact’s name and selecting the contact.
- (Optional) A contact can be removed from the list by clicking the X to the right of the contact’s name.
Contacts lists:
With this option, you can select any contact list to receive the campaign.
- Select Contact lists.
- Click the Contact Lists dropdown.
- Select the contact list to receive the campaign.
- Click Send.
- After sending the campaign, a success message will appear in the upper right corner.