Communications
Explains how to create and manage communications for various channels
Where you create a communication and whether you create a new communication or edit an existing one determines how campaign data is combined.
For this reason you should consider the following:
- Which project to use - your campaigns will be combined with those for the other communications in the project.
- Whether to edit an existing communication - your campaigns will be combined with earlier campaigns for this communication.
- Whether it is better to duplicate an existing communication rather than edit it - your campaigns will be tracked separately.
Creating a new communication
Every communication must be included in a project.
To create a new communication: enter the Create New screen. This can be reached by one of two ways:
- Click Create New Communication from the main screen.
- Click Create New when creating a new project - see Projects.
The Create New screen lists the following types of communication, known as channels, down the left hand side. Click on the one that you wish to create:
- Email - a mass email as part of a campaign
- Text Message - an SMS text message
- Document - create a document that can be printed and sent in the post or emailed as a PDF attachment
- Chatbot - a chatbot that can interact with a customer
- Video - a video for a customer
When you are creating communications, refer to the following useful information:
Managing existing communications
When you open a project, a list of all communications within that project is displayed. For example:
For each communication listed, you can edit it (by clicking the pencil symbol ) or delete it (by clicking the bin symbol ).
Clicking the three dots gives you the following additional options (the list of options available depends on the type of communication):
- Send Communication (available for emails and SMS) - a shortcut for sending the communication.
- Version History (available for email and document
communications only) - displays the version history of the communication. See
Version history for more details. Note: The Version history screen can also be accessed by clicking the History button from the summary screen for the Communication.
- Duplicate (always available) - creates a duplicate of the communication. You need to provide a new name for the duplicate.
- Download (available for emails and SMS) - creates a PDF of the communication.
- Analytics (available for emails, SMS and chatbots) - opens the page displaying the reporting analytics for the communication. See Reporting for more information.
Click the chevron at the right (>) to display a preview of the communication, together with a list of any attachments (email only). Note that this chevron is only displayed for email, SMS and document communications.
The column called STATUS will show a status of Live if a video communication is live.