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What is a Campaign?
What is a Campaign?
A campaign is best described as a way to contact your database in Bulk. A campaign can be filtered to contact an endless different types of audiences however this option is most commonly used to contact the following groups:
Prospect or Leads
Members (12 month agreements, 18 month agreements, Transfers, out of their minimum term etc)
Arrears. The members who owe us money
The contact type can be via an email or SMS of your choosing.
LOOMS
Hey guys, in this Loom, I'll walk you through our campaigns, which include SMS and emails for events and promotions. I'll show you how we use the campaign calendar to track and schedule campaigns. I'll also demonstrate how to create an SMS campaign and share some tips on crafting effective messages. No action required, just an overview of our campaign process.
Hey guys, in this Loom, I'll guide you through creating an email campaign. We'll cover important steps like naming the campaign, creating catchy subject lines, selecting templates, adding images and text, and including buttons and URLs. Make sure to triple-check everything before sending. No action required from you, just watch and learn!
In this video, I explain how to find a campaign in Clubwise if you can't locate it by searching the name. I walk through the steps of creating a new campaign and provide important details, such as the campaign name and email subject. No action is requested from the viewers.
Creating a Campaign:
Creating a Campaign:
To create a campaign, you will go to the back menu of ClubWise then select the Campaigns option.
At the top left hand side you will see a "+ Campaign".
You will then be presented with the option of the Title and if you would like to create an SMS or email campaign.
SMS:
SMS:
You will then be prompted to enter in a campaign title, which will be the name of the campaign (note that each campaign title cannot be used more than once, and symbols cannot be used in titles). Once you have typed in your chosen title, click + Campaign.
2. Next it will take you to this page. you will have to re type on the Campaign title, and the select the SMS buttton for the Method.
3. On the next screne, select 'new'.
This will then take you to where you can write your sms. The SMS can be up to 136 for one message. Clubs can send up to 3 messages (440 characters) within the one (this will be charged at $0.05 per message, meaning they will be charged $0.15 for the 3 in one). You can add in merge fields or promo codes to this message. Once completed, then select the save option and you will be taken back to the main menu.
Email:
Email:
Similar to SMS, you create the campaign and then the title with the same requirements
2. you will then be prompted to write the subject for your email. type in desired subject and select email as the method
3. Then click 'New'
4. you will then be prompted to select a template. If you are making a campaign for a sle we have rub before, you can select an arlready exsisting tempate and just edit it OR if you are creating a brand new capaign, you can search the word 'blank' and then select the blank tempate
6. Once you are happy with these options, you then need to click within the empty square to add in content. Once the content is added, you can then make formatting changes as needed.
The formatting that is available in campaign manager is based the same as Microsoft Word.
Hyperlinks and pictures can also be applied to the email. To apply a hyperlink, highlight the content that the hyperlink will be attached to, then click on the hyperlink button (will be a globe with a chain link), add the URL then hit OK.
Editing options:
Editing options:
Changes can be made to the campaign after the campaign has been saved.
Simply either click on the campaign title which will take you to edit the content or you can select the edit option on the farright hand side.
The design option allows you to amend the text and layout of a campaign item.
The copy option allows you to copy the body of the campaign by creating a new title. This is handy when you have added a symbol to the title, as the title cannot be amended.
The delete option is not available on a club level. You can request for unsent campaigns to be deleted, with owner approval.
Sending A Campaign
Sending A Campaign
Preview: Once the campaign has been created, you then have options for sending. You can first preview the campaign.
Test: The test option allows you to send the campaign to your own email/mobile. This is to ensure that the email/SMS will send correct. This is helpful for instances where the email may have attachments and hyperlinks or if an SMS/email has merge fields or images.
Steps to send a Campaign:
Steps to send a Campaign:
Find the campaign you want to send in the list, and select the "review and send" button to the right of it.
Select the most appropriate report from the option and select the appropriate period.
Once Forward is selected, the option to select filters will apply. Select your filters then select forward to generate the report
4. The campaign will then be displayed in your inbox for the list to be reviewed. Select "review list" and make sure the correct recipients are in the list
5. "Review List" will then change to "Generate Campaign". If you are happy with the reviewed list select "Generate Campaign". This may take a few minutes to load.
6. To schedule the campaign for a later time, select ‘Schedule campaign for a later date and time’ and nominate the scheduled date and time or select Send Campaign to forward the campaign immediately.
7. Once the campaign has generated there will be a "Send campaign" or if it is an SMS there is an addition step and a "Authorise and Send" will come up instead
8. Select "Authorise and Send" which will take you to another page. Here it will detail the number of recipients, the cost of the campaign, and you are prompted to enter your ClubWise password in order the send or schedule the campaign.
The progress of all Campaigns can be viewed in the Campaign Inbox and in the Dashboard on completion.
Once completed, the campaign status will show as XXX of XXX sent. This indicates any persons who did not receive the campaign. This may happen due to the audience opting out or their information no longer being active.
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