Campaigns
In Daisychain, it's simple to create powerful text message campaigns.
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)
Access to the Reply Queue
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, saved filters, or lists from external tools.
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.
Goal: Adding a goal will impact what is tracked in your Campaign Report/Analytics and can enable additional tools for texters working through replies. Goals also enable smart links that can pre-fill forms on landing pages.
Available goals include:
Send a basic message (default): A standard outreach Campaign with no additional goal tracking.
Run a Survey: Attach Questions to the Campaign so texters can record answers from the Inbox as they work through replies. When selected, click Edit questions to choose which Questions to ask and set their order. Answers appear in a Survey panel alongside each conversation and save directly to the person's profile. See Questions for more on setting up Questions and syncing responses to VAN.
ActBlue Contributions: Drive donations by linking to an ActBlue fundraising page. Requires the ActBlue integration.
Recruit Mobilize Attendees: Recruit volunteers to sign up for events on Mobilize. Requires the Mobilize integration.
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 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 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 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 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."
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, so responses still feel personal even when using a template. See 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 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 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 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"
See details of any messages that weren't delivered
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