Creating the Campaign (Step 4)

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Prerequisites

• Texts
• Workflows
• All previous steps are completed(1-3)

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Step 4: Creating the Campaign

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Launch Your Campaign

1

Go to Workflows > Campaigns > + New Campaign

2

Configure your campaign:

• Campaign Name: Give it a descriptive name
• Workflow: Select the workflow from Step 2
• Audience: Select the audience from Step 3
• Company Configured Number: Select your phone number
• ServiceTitan Campaign (optional): Attribute booked jobs to a specific ST campaign
• ServiceTitan Tags (optional): Add tags to jobs booked via text

3

Choose your send timing:

• Immediately: Launch right away
• Schedule for later: Set a specific date and time

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Next Steps

1. Monitor conversations in your Conversations dashboard
2. Review performance in your Campaign Analytics
3. Take over conversations manually when needed
4. Respond to escalations assigned to your team

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