There are 3 types of campaigns that can be sent from SmashFlyX- Rich Text, Video, and SMS Text. We will cover each in this article. Rich Text campaigns are part of our normal CRM service. To set up personalized Video campaigns or SMS Text Campaigns, these are a paid service and should be arranged through your Symphony Talent Client Service Representative.
Campaigns are an efficient way to communicate information to a group of contacts. For example, if you have a supervisor position open, you might want to send an email campaign to contacts with supervisory experience and encourage them to apply.
Based on permissions that have been set up, in SmashFlyX you launch a campaign from a folder that has contacts. You can perform similar actions through a job as well. The key is to have profiles selected for the campaign.
Go to the folder with the contact(s) you wish to email through a campaign. Be sure to select the contact card to be able to begin the campaign, then select Create Campaign.
Selecting Create Campaign will present a popup to select the campaign type. A Rich Text campaign will be a text campaign and can be a one-time Custom campaign or a Drip campaign that can send multiple emails based on user actions. A Personalized Video campaign is another option. The final option is an SMS campaign. If you do not see all options, permissions may need to be adjusted by your administrator.
Rich Text Campaign (Custom Campaigns and Drip Campaigns)
For our first example, we will choose Rich Text Campaign. When you hit Select, a window will appear to name your campaign.
Writing in the name and selecting Create takes you to the Email window to set up your campaign.
The name of your campaign is in the upper left, the Activate button is in the upper right, and next to the Activate button are 3 dots that if selected allow you to delete the campaign. Also, in the email window (and any other email you create) is a trash can that removes the email.
In the email window is an Edit Details link where you can add the Subject and campaign date and other information.
Once you have saved this information, you will be back at the overall campaign screen with the information now showing in the email card.
Now select Create Mail. This will take you to thumbnail previews of the different templates you can choose.
Choose the template you want. This will give you a full view of the template with several options. In the upper right is the option to Change Template. In the upper left you can Save and Return, you can Send Test, and you can Preview Email:
Change Template - takes you back to the template library to choose another template
Save and Return - selects the template and takes you back to the Campaign page
Send Test - allows you to enter a specific email to test how the email will appear to a receiver in case you want to send it to yourself or someone else as a test before moving forward
NOTE: If you want to send a test email, you must first select 'Save and Return' for the template you chose in order for the subject line of the email to work (the subject line that you selected when you edited the mail). Each time you select a template, you must then select 'Save and Return' for the campaign to save correctly prior to sending a test email.
Preview Email - allows you to see the actual email that would be sent
If you want to back out without selecting any of these options, above the Change Template button is the path you have been selecting through. Just select back into that path to return to the previous screen. Also, if you Save and Return and then change your mind before you want to Activate the Campaign, merely select the email or the the Edit Details in second window to make changes.
Once you have a template you like, select Save and Return and the Campaign is now ready to Activate. If there are errors in the setup, the system will let you know.
Notice that prior to activation, the status in the email window is Draft. Once Activated, the status will change to Activated and emails will begin to go out per the schedule. There will also be Paused in case you want to pause the campaign and Completed once the campaign is done.
If you want to create a Drip Campaign, prior to Activating a campaign, you want to add emails. Once you have the main email template and setup, select Add Child Email. This will create a new email that is dependent on the main email.
Selecting Edit Details in this child email will allow you to select the conditions for the child email to go out, such as send if the previous email was not opened or if the contact opened the email and clicked.
You can continue to add child emails in this way.
You can also create new emails to the contact selected for this campaign by selecting Add to Series in the bottom left. This will create a new email to send with all of the options already mentioned.
If you pause the campaign, you can go back in and edit all facets of what you set up. You do this by going back into the campaign and selecting the arrow on the Activated icon. The pause option will appear.
Once paused, you will see that all the emails are in paused status and you can now edit specific items as well as overall emails and child emails.
Our second example will be Video campaigns. Personalized video is a paid service that allows our clients to better connect with prospects, customers, and supporters by weaving unique details about each person into a video. Please work with your Symphony Talent Customer Service Representative to set up this feature with the creative video(s) and messages you would like to have available. The following is the process once this has been done.
When ready, just as with the Rich Text campaign, go to the folder you wish and select the contacts whom should receive the video campaign.
Select Create Campaign and then select Personalized Video Campaign. This will take you to the naming window where you name your Video Campaign.
Select Create Campaign. This will take you to the campaign template window to complete the campaign setup. Notice that our example will send the campaign to the 2 recipients selected. If you click on the recipient section, it will open up and you can view all recipients in case you want to select more.
NOTE: YOU CAN ONLY SEND A VIDEO CAMPAIGN TO 100 CANDIDATES. IF YOU HAVE MORE THAN 100 CANDIDATES, YOU NEED TO CREATE A SECOND CAMPAIGN.
Now select your email template. This will trigger any associated creative videos which you can select as well in the multiplayer window.
If everything is OK, select Schedule Campaign.
NOTE: THE CAMPAIGN MUST BE APPROXIMATELY 3 HOURS OUT FROM THE CURRENT TIME AT A MINIMUM. IF YOU SCHEDULE THE CAMPAIGN BEFORE THIS MINIMUM TIME PERIOD, YOU WILL BE UNABLE TO SELECT SCHEDULE CAMPAIGN. IF YOU ARE UNABLE, MOVE THE STARTING TIME OUT UNTIL YOU ARE OK.
The scheduled campaign will appear with information about who will receive the campaign and what it will look like. There will also be a message in the upper right that the campaign is scheduled.
Our third example will be SMS campaigns. SMS is a paid service that allows clients more direct texting to candidate mobile devices. Please work with your Symphony Talent Customer Service Representative to set up this feature. The following is the process once this has been done.
When ready, just as with the Rich Text campaign and Video campaign, go to the folder you wish and select the contacts whom should receive the SMS campaign. Then select SMS campaign and fill in the details of the SMS campaign per the fields in the form. You can add merge codes to the SMS message text, such as First Name, as you fill out the campaign form. You can also paste in URL links, such as www.indeed.com, and the product will automatically enable the link. The character limit of the text is 1500 characters.
Selecting Send Message will then activate the campaign to occur at the date and time you have selected. Unlike Rich Text campaigns, you cannot cascade messages (Drip Campaign). However, you can set up a second and completely separate SMS campaign by selecting Add to Series.
If you need to go back and edit the SMS text in the campaign, merely pause the campaign and you are then allowed to edit it before activating it again.
As for recipients of the SMS campaign, the limit is 10,000 recipients. The system checks a) if the number is a valid phone number and b) if the contact has opted-In to SMS communication. The opt-in can happen at the time of joining the talent community (the Join LCP needs to have this enabled), or later through the candidate experience while logged in.
There is no reply functionality.
You can see the result of your SMS campaign by going back to the SMS campaign in the folder and view the status - Activated / Paused / Complete, and number of SMS series fired till now (1/2 sent). For more detailed analytics, go to the Analytics section of SmashFlyX and view the Campaign Details report where you can see sends and other data.
This report only shows Bulk SMS data, not one-on-one SMS numbers. Also, while Sent/Delivered/Opens/Clicks numbers will show up now, the build for Apply/Hire numbers is planned for a later release
Finding Folder Campaigns
To view your campaigns in a folder, there are different processes based on the folder type.
For a regular folder, open the folder and you will see the campaigns listed on the right.
For a Smart Folder, open the folder and then select Show Folder Details in the upper right. The campaigns will be listed as part of the top area of the details.
For a job folder, open the job. In the upper right, select Show Job Details. Then in the upper right, the Job Actions pulldown has Show Campaigns as a selection.