Campaign Manager is your all-in-one tool for quickly launching and managing uploaded campaigns. Built for dealer and carrier admins, it simplifies every step of campaign setup, from creation to execution, so you can reach your customers faster and more efficiently.
With Campaign Manager, you can:
Create and update uploaded campaigns in just a few clicks
Edit campaign details like titles, descriptions, visibility, and uploaded files
Set up new Chat Starters and tag them to relevant campaigns for seamless engagement.
How to set up a new uploaded campaign
1. Open Campaign Manager
From the left-hand sidebar, click Settings, then select Campaign Manager.
2. Create an Uploaded Campaign
Here you will see all of your campaigns. Click Create Uploaded Campaign.
Fill in the campaign details, including:
Title
Description
Visibility
Once completed, click Save and continue.
3. Create a Chat Starter
Next, click 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.
6. Upload your Campaign Files
This step varies depending on how you upload your Campaign Files:
If uploading via the app:
Click Download Template and fill it out with your customer data.
Refer to View Instructions for detailed help.
When ready, click Upload File, then drag and drop your completed file.
If uploading via SFTP:
Click View Instructions to learn more about how to send and receive files, such as uploading campaign files via SFTP.
If you need help setting up an SFTP connection, please contact your account manager.
If you manually set up your file names: Campaign Manager will automatically generate campaign names for you.
Note: As a carrier, you will be required to manually set up campaign names.
When you are ready to upload, click Upload file. Once your file is uploaded, you’ll see the Status on the right-hand side of the screen.
Return to Campaign Manager to see all your active campaigns. You’re now ready to start engaging with your customers!