The Recurring campaign allows you to send a text message or offer to an audience on a set interval. This is a great way to set a regular cadence of messaging or offers daily, weekly, monthly, quarterly or annually.

Campaign Examples

• Daily holiday promotion
  Send a holiday offer that can be redeemed daily for the campaign duration. It’s a great way to increase visit frequency during a set time period.

• Weekly March promotion
  Giving out a special offer every week for the month of March is a fun way to engage fans with your brand.

• Monthly text message
  Sending out a text message to your members at least once a month is a good practice to keep your subscriber list up to date. Scheduling a friendly monthly message is a good option to have in place to keep your list fresh.

• Quarterly Win-Back Campaign
  Target Customers who haven’t been in the last 3 months with an offer or other incentive to get them back in before they become lapsed customers.

• Annual holidays and anniversaries
  Celebrate your brands milestone with your members with a text and/or a special offer. It’s a great way to build brand loyalty and thanks members for another year of their patronage.

Creating A Text Message Campaign

1. Go to the Campaigns tab in the Dashboard

2. Click the Create link in the top nav

3. Select the Recurring automation

4. Define the interval at which you want to send the text message (avoid sending messages too early or late in the day):
   • Daily runs daily at the set time of day
   • Weekly runs weekly on the day of the week at the set time of day
   • Monthly runs monthly, repeats every X months, on the X day of the month at the set time of day
   • Annually runs yearly on a date at the set time of the day

5. Select the Text Message action

6. Enter your text message content and click Next

7. Define the target audience to receive the message by turning on the segment and defining your audience filters. Then click Next

8. Enter a unique campaign name for your internal reference

9. Schedule your campaign start date and time

10. (Optional) Schedule your campaign end date and time. If this is not defined, your campaign will be ongoing with no end date

11. Review your campaign details and click on Schedule to create your new campaign

    Tip: You can send a test message to a mobile number during your setup process (step 6).

Creating An Offer Campaign

See Offer types for more information.

1. Go to the Campaigns tab in the Dashboard

2. Click the Create link in the top nav

3. Select the Recurring automation

4. Define the interval at which you want to send the text message:
   • Daily runs daily at the set time of day
   • Weekly runs weekly on the day of the week at the set time of day
   • Monthly runs monthly, repeats every X months, on the X day of the month at the set time of day
   • Annually runs yearly on a date at the set time of the day

5. Select the Offer action

6. Define your offer configurations and click Next

7. Define the target audience to receive the offer by turning on the segment and defining your audience filters. Then click Next

8. Enter a unique campaign name for your internal reference

9. Schedule your campaign start date and time

10. (Optional) Schedule your campaign end date and time. If this is not defined, your campaign will be ongoing with no end date

11. Review your campaign details and click on Schedule to create your new campaign

Offer Configuration Options

The following are the offer configurations based on the campaign and offer type selections. Not all configuration options are going to be applicable to each offer setup. The Dashboard UI will only request the relevant configurations based on the offer campaign and offer types you select to create.

Tip: Hover over the Dashboard tooltips while creating your campaign for more information on each field box.