Creating a PivotCX Campaign

Creating a PivotCX Campaign

What are Campaigns?

With its Campaigns feature, PivotCX offers its customers the ability to reach candidates with timely messages. Campaigns can vary from a single message blast to a series of timed messages to engage with candidates. This is a great way of scheduling marketing or outreach messages to your desired audiences or initiating a re-engagement campaign.

Getting Started

You can find Campaigns under the Advanced section in the dashboard menu. 
Once in the Campaigns view, you have access to a list of your campaigns.

 




Creating a New Campaign


  1. To start a new campaign, once in the Campaigns view, click on "New."
  2. On the next screen, write a descriptive name by clicking in the "New Campaign" field.

Crafting Messages for your Campaign


  1. Click on the text box to start crafting your first message.
  2. To change the message name, click on the pencil icon. When you finish editing, click on the green checkmark next to the message name field.

Time Delay


  1. Click on the stopwatch icon to add a time delay on a specific message (how long the system will wait before sending your message).
  2. To cancel a time delay, click on the crossed-out stopwatch icon.
  3. If you want to delete a message in the sequence, click on the red X to the right of the stopwatch and then confirm by clicking on the red trash can. 

Campaign Settings


  1. Click the Gear Icon to control how you want the campaign to end. 
    1. Note: Supported options are ending the campaign after all steps are complete (Marketing) or once a message is received (reengagement)
  2. Campaign Icons can also be changed in this menu
  3. You can also Clone or Delete a Campaign here
Notes
Note:
  1. You can add as many messages as you need to craft an engaging campaign. 
  2. Your campaign is updated automatically as you edit it.
  3. Messages will be sent immediately after you finish editing your campaign unless you add a time delay. 

Activate an Automation

There are two ways to activate a campaign by attaching the campaign to either a single contact or to a list of contacts:

1. Activate automation for a single contact

Activate an automated flow for a single contact by clicking on the robot icon at the top of the chat view for that contact.


This will then bring up a dialogue box showing any active running automations or ones that have been completed for that contact.

Click on the "+ Add Bot" button to run a new automation for the contact:


2. Activate Automation from the Contacts Grid

To activate the automation for multiple contacts, you can attach the campaign from the contacts grid. Activating the campaign from the grids allows you to select the candidates to include in your campaign without the hassle of assigning them one by one or adding them to a list first. 
  1. Go to the candidates tab from the main left-hand menu
  2. Apply any needed filters at the top of the grid
  3. Select the candidates who you would like included in your campaign

3. Activate automation from a Dynamic List

To activate the automation for multiple contacts, this can be achieved through the dynamic lists functionality.

  1. Go the lists tab from the main left-hand menu
  2. Click on the desired dynamic list of contacts you want to add the automation for.
Notes*Note: automations cannot be enabled for static lists, only dynamic lists
  1. Click on the Actions button and click on 'Assign Campaign' to add an automated sequence to the contacts:



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