What you will accomplish

You will start a text, push notification, or social media campaign from Marketing & Events. When you finish the message and audience steps, customers receive your update on the channel you chose—not in email.

Use Create a campaign first if you are brand new to campaigns. This guide focuses on channels other than email.

When to use each channel

Before you start

• You can open Marketing & Events.
• For text campaigns: text messaging is configured in Settings > Communications.
• For push campaigns: your customer mobile app is live and customers have installed it.
• For social campaigns: your social accounts are connected in Settings > Communications.
• You know what you want to say in one or two short sentences (especially for text).

Step 1: Start the campaign from Create New

1. Open Marketing & Events

   Go to Marketing & Events.

2. Click Create New

   Click Create New in the top-right corner.

   Expected result: A menu lists campaign and event types.

3. Pick your channel

   Choose the type that matches your goal:

   • Text message (or SMS) — for phone texts.
   • Push notification — for app alerts.
   • Social post — for Facebook, Instagram, or similar.

   Why this matters: You cannot switch a campaign from text to email after creation. Pick the right channel now.

4. Name the campaign

   Type a name your team will recognize on the calendar—for example Open House Text Reminder or July Instagram Post.

   Click Create Campaign (or Create).

   Expected result: You land on the campaign detail page with a draft badge.

Step 2: Write the message for your channel

1. Find the message card

   On the campaign detail page, find the card labeled SMS, Push, or Social (wording matches your channel).

2. Click Edit

   Click Edit on that card.

   Expected result: An editor opens for that channel only.

3. Write short, clear text
   • Text: Keep it brief. Include date, time, and one link if needed. Avoid long paragraphs—texts truncate on small screens.
   • Push: Add a short title and message. Tell customers what to tap or do next.
   • Social: Add caption text and attach an image when the editor allows.

   Why this matters: Customers skim these messages in seconds. Lead with the most important fact.

4. Save and return

   Save your work and return to the campaign detail page.

   Expected result: The message card shows a preview of what customers will see.

Step 3: Choose who receives the message

Follow the audience steps in Add campaign message, audience, and publish.

• Search and check the customers who should receive this message.
• For texts, confirm each customer has a valid mobile number on their contact record.
• Read the recipient count before you publish—texts to the wrong group are hard to take back.

Step 4: Schedule or publish

1. Choose Schedule send or Publish Campaign

   On the campaign detail page, use Schedule send when you want a future date and time. Use Publish Campaign when the message should go out as soon as processing finishes.

   Why this matters: Scheduling lets you write reminders during the day but send them the morning of your event.

2. Confirm in the dialog

   Read the confirmation window. It should show the channel, audience size, and send time.

   Click the button to confirm.

   Expected result: The campaign status changes from draft to scheduled or published. It appears on the Marketing & Events calendar.

What success looks like

• The campaign shows on the marketing calendar with the correct channel label (Text, Push, or Social).
• Test customers (or your own phone) receive the message at the expected time.
• Your team knows which channel was used so they can answer customer replies in Inbox.

Troubleshooting

What to do next

1. Add campaign message, audience, and publish — full publish checklist for any channel.
2. Create a social event — when customers need RSVP and check-in, not just a text blast.
3. Marketing & Events overview — see how campaigns fit with forms, community, reviews, and website traffic.