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Building & Launching a Group Marketing Campaign

Step-by-step: create a Group Marketing campaign, choose channels, build a custom segment in the beta portal, and launch to a group.

Written by Sarah Appfront

Reach Out: Group Marketing Campaigns

Group Marketing campaigns let you message a specific customer segment via text, push notification, or email.

Note: you must be registered with A2P 10DLC before you can send marketing texts.

Watch a full walkthrough: video

Create the Campaign

  1. In the portal, go to Campaigns → Create New Campaign.

  2. Choose Campaign from scratch or one of the ready-made templates.

  3. Enter an internal campaign name, and set the Campaign Trigger to Group Marketing. Choose whether the campaign includes a coupon or is content-only.

  4. Select the media channels for the campaign (text, push, email).

  5. Save the campaign.

Launch to a Group

  1. From the Main Portal, go to Groups.

  2. Find the group you want to target and click Launch a Campaign next to it.

  3. Follow the prompts and launch.

Building a Custom Segment (Beta Portal)

Switch to the new beta portal. Under Customers, use the Filter button to build a segment, then save the filtered result as a new group.

Once your segment is saved as a group, go to Groups and launch a campaign to it the same way as above.

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