Setting up Text/Email Campaigns

How to Set Up or Edit Text/Email Campaigns in RepCard

You can use text and email campaigns in RepCard to automate your outreach and follow-up process. These campaigns are especially useful for nurturing leads, engaging customers, or onboarding recruits. Follow the steps below to create, customize, or launch a campaign.

 

 Understanding Campaigns

• These default campaigns are prebuilt follow-up sequences (via email, text, or both).
• You can enroll contacts in a campaign manually or automatically:
  • Go to a contact’s profile and click Text Campaigns to assign them.
  • Or, when sending your digital business card, you can select a campaign to go with it.

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Adding/Editing Text Campaigns

1. Log in to your RepCard dashboard.
2. On the left-hand menu, click on “Text Campaigns.”
   • You’ll likely see some default campaigns (e.g., “Basic Campaign Lead” or “Basic Campaign Customer”).

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Editing Existing Campaigns

1. Click on any existing campaign (like “Basic Campaign Lead”).
2. You’ll see a timeline of scheduled messages (e.g., “Send email on Day 1 at 11:31 AM”).
3. Click on a message to edit:
   • Text Message – $0.03 per message
   • Email Message – Free
4. Update the message content, timing, and delivery method as needed.
   • 💡 Tip: Use AI tools like ChatGPT to generate personalized and engaging content.

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Creating a New Campaign from Scratch

1. Click on “Add Multi-Text Campaign.”
2. Enter a campaign name (e.g., “New Lead Follow-Up”).
3. Add message steps:
   • Choose email, text, or both.
   • Set the delay (e.g., send 1 day after previous message).
   • Write your custom message content.
4. Repeat to add as many steps as you need in your campaign flow.

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Saving and Assigning Campaigns

• Click Save once your campaign is set up.
• To assign the campaign:
  1. Go to a contact in the RepCard app.
  2. Click Text Campaigns.
  3. Select the campaign to enroll them.
  • Or, when sending your digital business card, select a campaign to attach.

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Tips

• Keep your messages short and clear.
• Customize language to reflect your industry and audience.
• Use both email and text for better engagement.
• Review campaign performance and adjust timing/content as needed.

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