Prospect Mass Messages and Campaigns

Create A Campaign

Follow the steps below to create a new campaign. 

1. Click Knowledge in your AI Portal's left sidebar, then click Specials in the Knowledge dropdown menu.
2. Click the Add New Campaign + button in the top right corner. This launches the New Prospect Campaign box.
3. Select the Community tab to send your campaign to prospects of specific communities. Or, select the Community Group tab to send your campaign to an entire community group's prospects.
4. Write a subject line for your campaign in the Subject text box.
5. Select communities in the Community dropdown menu, or community groups in the Community Group dropdown menu.
6. Select Email or SMS is the Channel dropdown menu.
7. Select any incentives or specials to include in the Incentives dropdown menu.
   • NOTE: You may sync these incentives from your PMS or create them in the AI Portal. See the Specials article for more information.
8. Select prospects to target in the Filters section. Filters include Application Status, Last Active Status, Preferred Move In, and Preferred Layout.
9. Write your campaign message in the text box. You may include variables that will automatically be filled when you send the message.
   1. For SMS messages, you must use the Insert Variables panel to include the community name and the resident's first or last name. You cannot send an SMS announcement without including these variables.
   2. For Email messages, all variables are optional.
10. Optional for email campaigns: You may enhance and spell-check your message with AI by clicking the Enhance button below the text box.
11. Optional for email campaigns: Click Import HTML to paste raw HTML into your campaign message. Please use safe HTML only and avoid using <script> tags.
12. Optional: Save your campaign as a template for future use by clicking the Save as New Template button above the text box.
13. View the number of prospects your campaign will reach in the Recipients section under the text box.
14. Click the Send Message button to launch your campaign. 

View Past Campaigns 

You can visit your AI Portal's Reports > Campaigns page to view data and performance metrics on past campaigns. See Understanding Your Reporting Dashboard - Campaigns for more information. 

You can also view your past campaigns in the Campaigns section of the Specials page. This section displays the following data on your campaigns: 

• Subject and Message
• Specials
• Layouts
• User Who Created It
• Start and Finish Time
• Completion Status

Click the Down Arrow to the right of a campaign's subject line to view that campaign's full message to prospects: