Text Message Keywords

To set up a campaign, go to the “Campaigns” page in your TextSanity account. Click the “+ New Campaign” button on the upper-right hand corner of your screen.

Next, name your campaign. (This is for your own reference.)

Click next and pick a keyword. Please note: you cannot use a keyword that’s already in use with another campaign. Keywords are not case sensitive.

Now you’ll need to choose between Single Message or Multiple Messages.

Here’s the difference:

• A single message campaign has a one message flow. This means that when engaged, it simply sends one message (which can include a file or link) to whoever engaged it. Your contact database creates a contact with that person’s number, but you still need to opt them in to send future messages.
• A multiple messages campaign has an automated flow of as many messages as you choose. All contacts from a multiple message campaign add into your database as opted-in contacts. In addition, you can export information gathered from a contact’s responses as a spreadsheet.

After you pick Single Message or Multiple Messages, you’ll choose which tags you want attached to the contacts that come into your database from this campaign. Please note: you can also add new tags here.

At this point, you’ve completed the basic campaign set-up!

Choosing how you want the opt-in message to work is your first step. You can choose to have the opt-in response ask for one of three options: name, email, or “yes” to be opted-in.

If you choose to stop at this point, you will gain an opted in contact which receives the tags you chose for contacts to receive in this campaign. If you do this, remember to compose one more message that thanks the contact for opting-in. This way the person understands they’ve been opted-in.

If your objective is to continue to gather or disseminate information through this keyword campaign, you can add more messages by clicking “+ Message” button in the top-right corner of the message panel. Doing so will open the “Create Message” box where you can name the message, craft the body of the message, and include attachments.

When you “Activate” the campaign, it will ask you if you are expecting a response from the last message you’ve created to be sent. If your last message was a thank you or confirmation message, then you will select “No.” If your last message asked a question, then you will select “Yes”. This way you include their final response in your “Results.”

The point of recording the final response of a contact engaging in the campaign is to be able to view and export their responses. You can do so by clicking “View Responses” at the bottom-left of the page. Please note, the name you gave to the specific messages in your flow will be what the column name is for those responses on the spreadsheet. Make sure to name your messages accordingly.

Remember, you can open and edit campaigns at any time by navigating to the “Keyword” page in your TextSanity account.

Check out our other how-to videos.