# Campaigns {% embed url="" %} Campaigns are Daisychain's feature that lets you quickly send messages to as many people as you'd like. This is the most powerful way to send a message to multiple people, since it enables features not found elsewhere in Daisychain, including: * Scheduling * Advanced analytics * Message validation and suggestions * Optimized outreach for [integrated tools (like ActBlue and Mobilize)](https://daisychain.gitbook.io/help/integrations) * Access to the [Reply Queue](https://daisychain.gitbook.io/help/texting/campaigns/managing-replies) * Advanced targeting using Includes and Excludes To create a campaign, navigate to the Campaigns section of Daisychain and click "New Campaign" to create an entirely new campaign, or click "Clone" to duplicate an existing campaign. ## Step One: Basics Here is where you'll set up the basic parameters of your campaign. You'll add the following fields: * **Campaign Name:** You'll be able to search by this later. * **Audience:** Your audience is who you are sending this campaign to. You can either send to your full list or send to a specific subset using [uploads](https://daisychain.gitbook.io/help/managing-data/csv-imports), [saved filters](https://daisychain.gitbook.io/help/managing-data/filtering-people), or lists from external tools. {% hint style="success" %} **Advanced Audience Building** If you choose more than one list or saved filter when building an audience, they’re combined with an OR. If a person is on a list or saved filter selected in the "Don't send to" menu, they won’t get the campaign—even if they were part of a list or saved filter selected in the "Send to" menu.\ \ In the example below, the campaign will be sent to people who are are either in the "Donors and Volunteers" saved filter OR the "CSV Import Test" list, but it will exclude anyone on the "Sample List" imported from EveryAction or the "500 Blue Wall" list. {% endhint %}
**Goal:** Adding a goal will impact what is tracked in your Campaign Report/Analytics and enable smart links that can pre-fill the forms on landing pages. The default goal is to send a basic message, but other goals will be available if you have the [ActBlue](https://daisychain.gitbook.io/help/integrations/actblue) or [Mobilize](https://daisychain.gitbook.io/help/integrations/mobilize) integrations activated. ## Step Two: Content In this step, is where you will add what is actually sent in your campaign. Add compelling content that will engage your recipients. ### **Composing Your Message** The message editor supports several tools to help you craft effective texts. * **Images:** Click the image icon to attach a photo or graphic, which will be sent as an MMS message. See [Sending out MMS messages](https://daisychain.gitbook.io/help/texting/sending-out-mms-messages) for details on file types, size limits, and how images display on different devices.
* **Emojis:** Click the emoji icon to browse and insert emojis directly into your message. Keep in mind that emojis can increase your SMS segment count.
* **Personalized Content** Click the `{ }` icon to insert dynamic merge fields like first name, last name, or any custom field. If a recipient doesn't have a value for that field, a fallback you define will be used instead. See [Personalized Content](https://daisychain.gitbook.io/help/texting/personalized-content) for more details.
* **Trackable Links:** If you have URL Shortening enabled, any links in your message will automatically be shortened and tracked for click reporting in your Campaign Report.
* **A/B Testing:** You can also click "Create A/B Test" above the message editor to create message variants. See [A/B Testing](https://daisychain.gitbook.io/help/texting/campaigns/a-b-testing) for details **Message Preview**
You can use the message preview tool to cycle between recipients to see what your messages look like and ensure [personalized content](https://daisychain.gitbook.io/help/texting/personalized-content) is showing up as expected. ### **Content Assistant** The "Content Assistant" will display basic information about your messages (such as the SMS segment count) and will flag any possible spam words. ### **Deliverability Best Practices** In the "Deliverability Best Practices" section, you'll see checkboxes that will turn green when you include opt-out language and introduce yourself using organization name (your Daisychain account name). Following these best practices will help maximize the delivery of your messages. ### **Send Test Messages** Click "send a test message" link at the bottom of the message preview to send a text message here to yourself or other members of your team. Note that these test messages will send the content displayed for person currently selected in the "preview message." ![](https://44727351.fs1.hubspotusercontent-na1.net/hubfs/44727351/Screenshot%202024-03-14%20at%201-15-53%E2%80%AFPM-png.png) ### **Reply Handling** Choose how replies from recipients are handled: * **Inbox:** Replies go to your team's inbox for manual responses. Team members can respond from the Reply Queue, which provides a streamlined interface for working through incoming messages. * **Automated Flow:** Select a Flow to automatically handle replies with an AI-powered conversational sequence. When a recipient responds, they'll be routed into the selected Flow, which can ask follow-up questions, collect data, and take actions based on their answers. This is ideal for surveys, volunteer sign-ups, event RSVPs, or any scenario where you want to scale personalized conversations without manual effort. You can only select one reply handling method per campaign. If you choose a Flow, make sure it's been published and tested before launching your campaign. ### **Quick Replies** Quick Replies are pre-written response templates your team can use when responding to incoming messages in the Inbox. Click "Customize" to add, edit, or remove Quick Replies for this campaign. Quick Replies are especially useful for: * Answering frequently asked questions (event details, volunteer information, etc.) * Ensuring consistent messaging across team members * Speeding up response times during high-volume campaigns Each Quick Reply can include [personalized content variables](https://daisychain.gitbook.io/help/texting/personalized-content), so responses still feel personal even when using a template. See [Quick Replies](https://daisychain.gitbook.io/help/texting/quick-replies) for more on managing these across your account. ### **Scheduling** Your campaign may be sent immediately, or scheduled to be sent at a later date or time. Note that targeting is re-calculated at the time when the campaign is actually sent. **Setup A/B Testing:** When creating your campaign, you can [setup A/B testing](https://daisychain.gitbook.io/help/texting/campaigns/a-b-testing) to easily create experiments. ## Step 3: Review During this step, you can view a final preview of your message, and review the number of recipients who will receive your message. Moving to Step 4 will send your message to your audience. ## Step 4: Report Once your campaign is sent, you will be taken to the [Campaign Report](https://daisychain.gitbook.io/help/texting/campaigns/campaign-report) page. This is a page of analytics for your campaign that contains stats including: * Audience Size * Number of messages delivered * Number of replies received * Number of opt-outs * Number of clicks (if you have [short-links](https://daisychain.gitbook.io/help/settings/url-shortening) turned on) * Number of conversions (if you are using an integrated tool and a campaign goal) On this step, there are also links to: * Download all messages sent in the campaign * View information about which people clicked a link * Manage the "[reply queue](https://daisychain.gitbook.io/help/texting/campaigns/managing-replies)" * See details of any messages that weren't delivered