Campaign Manager is your all-in-one tool for quickly launching and managing generated Smart Lists. Built for dealer and carrier admins, it simplifies every step of campaign setup so you can reach your customers faster and more efficiently.
With Campaign Manager, you can:
Create and modify generated Smart Lists
Set-up and manage campaign priorities
Preview and estimate campaign size
Apply scrubbing filters to fine-tune your audience
Modify existing generated Smart Lists
Set up new Chat Starters and tag them to relevant campaigns
How to set up a new generated campaign
1. Open Campaign Manager
From the left-hand sidebar, click Settings, then select Campaign Manager.
2. Create a Generated Campaign
Here you will see all of your campaigns. To begin, click Create Generated Smart List.
Note:
Carrier personnel can view and manage carrier-level campaigns, while dealer admins have access to dealer-level campaigns.
Fill in your campaign details:
Title, Language, and Description
The campaign description appears to reps in the app, so it should be clear and informative to help guide better conversations and drive stronger results.
Visibility Status
Control who can see your campaign and where it appears in Statflo.Visible
Reps can see and take action on the campaign in-app. Use this when you're ready to launch.Reporting Only
Campaign is hidden from reps but included in reporting. Great for historical data.Preview
Visible only to users with special access- like you! Use for testing or approvals before going live.
Priority
When a customer qualifies for more than one campaign, they will be assigned to the one with the highest priority.
Priority 1 is the highest, followed by Priority 2, Priority 3, and so on. Use this setting to control which campaign is selected when there is overlap.
Campaign Frequency and Schedule
Choose how often new accounts are added: One-time, Daily, or Monthly. You’ll need to set a Start Date, and in some cases, an End Date.
Start Date: This is when the campaign becomes active and starts adding eligible accounts.
End Date (only available for one-time campaigns): This is when accounts on the campaign expire, and no additional accounts are added.
💡 TIP: For cleaner reporting and a smoother rep experience, try running campaigns on a monthly cadence, such as recurring monthly campaigns or one-time lists that start and end with the calendar month.
Apply Scrubbing Options
Exclude accounts based on recent campaign activity in order to avoid messaging customers who were recently contacted.
Example :
Campaign starts: June 13
Scrubbing window = 1 month
→ Excludes accounts active between June 1 and June 13
Targeted Timeframe
Specify the transaction date range to define when the relevant customer activity occurred. For recurring campaigns, this range automatically advances with each run; for one-time campaigns, it stays fixed.
Customer Type
Select the customer type you want to target in this campaign: Business, Individual, or Corporate.
Target Criteria
Use Target Criteria to define which transactions your campaign should target. You can filter by transaction type or product SKUs to reach the right customers during your Target Timeframe.
1. Transaction Type
Select from categories like:
- Activation/Renewal
- Device Purchase (e.g. phone, tablet, other device)
- Other Products (e.g. accessories, device protection)
For device or product types, you can narrow results further using Sub Criteria such as manufacturer, model, or operating system.
2. Product SKU
Enter a comma-separated list of SKUs to target customers who purchased specific products.
How Filters Combine
When multiple filters are applied, customers must meet all selected criteria. While within a single filter, they may match any of the chosen options.
You will then see the Campaign Preview on the right hand side. Here, you can preview your estimated campaign size based on your selected target timeframes and criteria.
Once completed, click Save and continue.
3. Create a Chat Starter
Next, click on Create Chat Starter.
This message template will be used by your reps to start conversations. Be sure to include Customer’s name, Sales rep’s name and Dealership. This makes the chat starter feel more personal and inviting, making it easier to start a conversation. As you type, a preview of the Chat Starter will appear on the right side.
When you’re done, click Create.
4. Tag Chat Starters
Select the Chat Starters you'd like to include in this campaign, then click Tag Chat Starters.
Drag and drop them into your preferred order — this controls how they’re displayed on the Conversations page for your reps.
5. Review Campaign Details
You'll now see a summary page where you can review all campaign details. Make sure everything looks correct before proceeding.
Return to Campaign Manager to view all your active campaigns, including the one you just created.
If your campaign starts today, it may take a few hours for customers to appear in the app. For future-dated campaigns, they’ll appear on the morning of the scheduled start date.
As a final check, open the app to confirm that the right customers are included and that reps can see the campaign as expected. This helps ensure everything is ready for a smooth launch.
Once customers are visible, your reps can begin start engaging with customers!