Campaign Configuration: SMS Text (EDP)

SMS, or "Short Message Service," consists of a short text message transmitted to a recipient's mobile device. Cheetah Digital allows you to create and manage Campaigns with SMS, allowing you to engage with your customers by sending timely, focused messages. 

The platform supports two different data sources for building SMS Text Campaigns -- the Cheetah Digitaldatabase, and the Engagement Data Platform (EDP). This topic describes Campaigns build off the EDP; for more details on Campaigns built off the Cheetah Digital database, please see Configure an SMS Text Campaign.

The Engagement Data Platform is the data layer that powers and unifies Marigold Cheetah Digital, Loyalty, Experience, and Personalization applications. The EDP empowers marketers to load and transform data from any source, at high volumes, and then to leverage that data to create lasting customer relationships.

This topic describes all of the various configuration options available for EDP-driven SMS Text Campaigns. This topic assumes that you already created the Campaign (see Campaigns for more details on how to create a Campaign).

The Campaign screen for EDP-driven Campaigns is organized into four main sections available by clicking the appropriate tabthe top of the screen.  

Select an item above for more details on that section.

Setup

Review

Status

Analytics

Campaign Settings

The Tool Bar at the top of the Campaign screen provides access to the following features.

Configure Campaign Metadata

 

To assign Metadata values to a Campaign from within the Campaign screen:

  1. In the Tool Bar, click Settings > Set Metadata. The Metadata pop-up window is displayed, listing every Metadata field defined for this account.  A red asterisk is displayed next to the fields that are required for Campaign launch.

  2. Enter or select the desired Metadata values.

  3. Click Ok.

For more information on setting up Metadata fields, see Metadata Settings.

Assign Campaign Tags

Optionally, you can assign one or more Tags to your Campaign. These Tags serve as an organization tool that allow you to group together items for reports and Filters.

Note: If your Campaign contains Cells & Splits, the Tag can be added only at the top-level Campaign, and not to an individual cell.

To assign a Tag to the Campaign:

  1. In the Tool Bar, click Settings > Set Tags. The Mailing Tag pop-up window is displayed.  

  2. In the Add Tag field, begin typing the Tag value. The system displays a pop-up menu of all the existing tags. You can select one of these tags, or type in a new one and press Enter.

  3. Optionally, repeat steps 2 and 3 to add more tags. To remove a tag, click the X next to the tag label.

  4. Click Ok.

Set Time Zone

The first time you log into Cheetah Digital, the platform prompts you to set your time zone. Once the time zone is set, all system dates and times will display according to that time zone (this setting can later be modified through the Update Profile screen). However, when scheduling a Campaign, you can manually overwrite the user profile setting, and establish a different time zone to be used for just this Campaign.

To establish the time zone used for all scheduling activities related to this Campaign:

  1. In the Tool Bar, click Settings > Set Time Zone. The Set Time Zone dialog box is displayed.

  2. From the Time Zone drop-down menu, select the desired time zone.

  3. Click Ok.

 

Campaign Management

The Campaign screen provides the following Campaign management features:

Copy a Campaign

From within the Campaign screen, you can copy an existing Campaign to use as the basis for a new Campaign:

  1. In the More Actions menu, click Copy Campaign. A Copy Campaign dialog box is displayed.

  2. Enter a name for the new Campaign.

  3. By default, the new Campaign will be saved in the same folder location as the base Campaign. Optionally, click the magnifying glass icon to browse to and select a different folder location.

  4. Click Copy Campaign. The system creates a copy of the current Campaign.

Delete a Campaign

When you delete a Campaign, the system moves it from its current folder location into the Recycling Bin, where it can optionally be restored if needed. If the selected Campaign is stored in a folder to which you don't have the proper access privileges, you won't be able to delete that Campaign.

From within the Campaign screen, you can delete a Campaign:

  1. In the More Actions menu, click Delete Campaign. A confirmation dialog box is displayed.

  2. Click Delete. The system moves the Campaign to the Recycling Bin.

Rename a Campaign

To rename a Campaign:

  1. In the Tool Bar, the name of the Campaign is displayed within a text field. Enter the new name within this field.

  2. Click Save.

View Campaign Details

To view detailed information about the Campaign:

  1. Click the icon next to the campaign name.

  2. The Item Details panel is displayed, which provides the following information:

    • Who created the item, and who modified it last.

    • A log of actions taken on the Campaign, including what the action was, when it was taken, and who performed the action.

    • A Related Items section that lists other items in the system that reference or utilize this Campaign.

    • The Campaign's folder location.

Change Campaign Type

From within the Campaign screen, you can switch the Campaign type between a Regular One-off Campaign and either form of triggered Campaign (Date-triggered or Event-triggered).

To change the Campaign type:

  1. In the More Actions menu, click Change Campaign Type. The Set Campaign Type pop-up window is displayed.

  2. Click the radio button for the desired Campaign type. A warning message is displayed within the pop-up window.

  3. Click Ok.