Tap a token to insert it in your message at the cursor. When you send, each token is filled with that contact’s info (for example [firstname]).
This campaign is archived. Unarchive it from the left panel before editing any settings.
Save💾
Placeholders🏷️
AI Agent📞
Auto Reply🅰️
Follow-up🔔
Schedule🕘
Filter♻️
Reports⬇️
Daily Limit
Contacts👥
Contacts Remaining: 0 |
Sent 0 |
Received 0 |
Clicks: 0 |
Calls: 0 |
Starred Leads: 0
Select or create a campaign
Choose a campaign from the left side or create a new one to open campaign options, follow-up for star leads, contacts, scheduling, reports, placeholders, filters, and daily limits. Open Inbox from the top bar.
Please wait
Processing your request...
New to imports? Start with the sample file, then open Upload contacts.
Choose what you want to do with contacts in this campaign.
1
Upload contacts
2
Preview contact
3
Map contacts
4
Import contacts
Step 1 — Upload your file
CSV, XLS, or XLSX. Next step will preview rows before you map columns.
Step 2 — Preview contact data
Preview loaded.
Sample rows from your file (scroll if needed).
Step 3 — Map contacts
Top row: your file’s column headers. Second row: what each column means in our system. Phone must be set on exactly one column.
Step 4 — Import contacts
Ready to import into this campaign.
To delete contacts from this campaign, click the delete button. Please exercise caution, as this action is permanent and cannot be undone. Once deleted, contacts will be removed permanently and cannot be recovered.
🗑️
Filter contacts in this campaign so they can be reused again in future sending cycles.
♻️
Order a contact list
Submit criteria for this campaign. A vendor will upload matching contacts here when the list is ready.
Residence type
Home value
Credit score band
ZIP code (US)
No exclusion dates added yet.
Turn auto-reply for “yes”-style responses on or off with the switch.
When a positive keyword matches — phone call
When a positive keyword matches, a call can be made using either option.
Positive Keywords
Star lead follow-up
Only starred contacts in this campaign are eligible. Follow-up times use this campaign’s timezone (set under Schedule). Open Inbox from the top navigation bar.
Follow-up for starred leads
Max total tries
Max per day
Wait days between
How they’re contacted
Earliest send time
Latest send time
Auto-unfollow (AI)
Phrases that pause follow-up (expand)
If a message contains…
One rule per line (keywords or short phrases). A starter rule is filled in; tap + Add rule for more.
Website & callback
Website — Put your website address in the field below. When a contact gets a text that includes a short tracking link (the [domain] token in your message), that link opens your site. Your full URL is not pasted into the SMS as a long link.
Callback — Put your callback number below. When a contact gets a text that includes your messaging numbers (the [callback] token), calls to those numbers can be routed to this number.
Next step for placeholders: Save if you changed anything, then close this window. Under your Text message box, use the Placeholders row to tap [domain] or [callback] so those tokens are inserted where you want them in the message.
Download sent and received activity as CSV using the yellow download buttons below.
Start date
End date
Tutorial: sample activity
Adds one example row each for sent, received, clicks, and calls (with a sample recording) so “Download all logs” has data.
Once the campaign reaches the set limit for sending text messages, it will deactivate automatically.
Input your daily limit in the field below and click the save button to save the changes.
Campaign AI Agent
This campaign’s voice number; shown when the AI calls someone.
Extra instructions for the AI (optional)Hand off to a live person (optional)
Answers the AI must accept (optional)
Calls a US number so you can hear the agent. Uses the same context as your most recently updated contact’s thread.
Filter
Add keywords to block contacts automatically when they reply with those keywords.