Mass Messaging with Campaigns & Series

Overview

Campaigns and Series help you send messages to a specific audience segment from your contacts.

Use a Campaigns when you want to send a one-time message or announcement.

Use a Series when you want to send multiple messages over time as part of one connected workflow.

Series are helpful for multi-part communication, such as onboarding, reminders, follow-ups, lead nurture, or post-signup messages.

Series currently support SMS and email.

When to Use Campaigns

Campaigns are best for one-time or scheduled one-to-many communication.

Common examples include:

Program announcements
Weather or closure updates
Registration reminders
Event promotions
Membership updates
Community alerts
Seasonal messages

When to Use Series

Series are best when you want contacts to receive several related messages over a period of time.

Common examples include:

New member onboarding
Lead nurture messages
Post-signup follow-ups
Product or program education
Reminder sequences
Review requests
Partner onboarding
Welcome messages

Campaigns vs. Series

A Campaign sends one message to a selected audience.

A Series sends multiple messages over time to contacts who are enrolled in that series.

For example, if you need to tell everyone about a pool closure today, use a Campaign.

If you want new members to receive a welcome message, a follow-up one day later, and an email with helpful next steps, use a Series.

How to Create a Campaign

Go to Campaigns.
Select Create Campaign.
Choose the campaign type available for your account, such as SMS, email, or SMS and email.
Add a campaign name so it is easy to identify later.
Choose the audience you want to message.
Write your message.
Review the message, recipients, and sending details.
Choose whether to send now, schedule for later, or save as a draft.

How to View Series

Go to Series.
Review the list of existing series.
Use the search field to find a series by name.
Use the status filter to view active, paused, draft, or other available statuses.
Review the enrolled and completed counts to understand series activity.

How to Create a Series

Go to Series.
Select Create series.
Enter a Series name.
Add your first step, such as SMS or Email or Delay.
Drag the step into the drop zone on the canvas.
Select edit to update the message or delay settings.
Add additional steps as needed.
Review the series configuration.
Choose Save as draft or Activate.

How to Configure Sending Windows

Sending windows help control when series messages are allowed to send.

Open the series.
Select Configuration.
Go to Schedule & Windows.
Turn on Restrict sending times if you only want messages to send during certain times.
Choose the allowed send time range.
Choose the allowed days of the week.
Confirm the timezone.
Select Save Settings.

Messages due outside the allowed window are held until the next allowed day or time.

How to Configure Series Termination Logic

Termination logic controls when contacts should stop receiving the series.

Open the series.
Select Configuration.
Go to Termination Logic.
Choose whether contacts can repeat the series after completing it.
Choose whether to stop the series when a contact replies to an SMS message.
Select Save Settings.

If Stop series on SMS reply is enabled, a contact who replies to any text message while enrolled will be removed from the series and no further messages from that series will be sent.

How to Configure Series Senders

Sender settings let you choose default senders for the series.

Open the series.
Select Configuration.
Go to Sender.
Choose the default SMS sender.
Choose the default email from-address.
Select Save Settings.

Changing a default sender updates steps that are set to use the series default. Steps with manually selected senders are left unchanged.

How to Pause or Activate a Series

Go to Series.
Find the series you want to update.
Open the actions menu.
Use the Active toggle to activate or pause the series.

Paused series will not continue sending until they are active again.

Go to Series.
Find the series you want to manage.
Open the actions menu.

Choose one of the available options:
- Edit to update the series
- Make a copy to duplicate it
- Subscribe contacts to add contacts to the series

Tips for Better Campaigns and Series

Use Campaigns for single announcements.
Use Series for multi-step communication over time.
Keep SMS messages short and clear.
Add delays so contacts do not receive too many messages at once.
Use sending windows when messages should only go out during business hours.
Review sender settings before activating a series.
Check recipient counts before sending or enrolling contacts.
Use clear names so campaigns and series are easy to find later.
Save as draft if you are not ready to send or activate.

Common Questions

What is the difference between a Campaign and a Series?

A Campaign sends one message to a selected audience. A Series sends multiple messages over time to contacts who are enrolled.

Can I use SMS and email in the same Series?

Yes. Series can include SMS and email steps when those channels are enabled for your account.

Is RCS available in Series?

RCS is coming soon. You may see it as an option depending on your account setup, but Series currently focus on SMS and email.

Can I pause a Series?

Yes. You can pause a Series from the actions menu.

Can I copy an existing Series?

Yes. Use Make a copy when you want to duplicate an existing Series and modify it.

Can I add contacts to a Series?

Yes. Use Subscribe contacts to enroll contacts in a Series.

What happens if a contact replies to an SMS in a Series?

If Stop series on SMS reply is enabled, the contact will be removed from the Series and no further messages from that Series will be sent.

Can a contact repeat a Series?

This depends on your Series configuration. If repeat is enabled, a contact who has completed the Series can be enrolled again. Contacts who are currently active in the Series cannot be enrolled twice.