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    • Building EX Surveys
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            • Analyze your drivers
              • Good to know
                • Getting Started!
                  • Building CX Surveys
                  • CX Metrics
                    • CX Dashboard
                      • CX Dashboard Settings
                        • Analyze your drivers
                          • Good to know
                            • Getting Started!
                              • Assessment Question types
                                • Score and more
                                  • Quiz participation
                                    • Get Results
                                    Home Campaigns Campaign Manager Campaign Manager

                                    Campaign Manager

                                    Campaign Manager allows you to engage your community quickly and easily, sharing out messages and welcoming feedback directly to SoGoConnect – all in one convenient place. In coordination with team members, System Administrators and Team Owners can roll out communication campaigns whenever the need arises.

                                    Contacts

                                    Who’s your audience – employees, clients, prospects?

                                    Click Contacts, then New.

                                    • Create List to add options manually.
                                    • Create Sub-List to divide your list for more specific messages.
                                    • Create List from Interest Areas to send a campaign to all customers that have submitted a dialogue to specific interest areas.
                                    • Add Contact to existing lists.
                                    • Import Contacts walks you through the process of importing an Excel spreadsheet of your contacts to create a new list or add to an existing list. You’ll be provided with a Contact Template for accurate formatting.

                                    Review your lists and update as necessary.

                                    Templates

                                    What’s your message/purpose?

                                    Click Templates, then select Basic, Saved, or Sent Campaigns. Preview any images for a larger view.

                                    • Select a template to customize.
                                    • Click anywhere on the message to edit text and colors, add links and images, and make it your own.
                                    • Preview to see how the message will look in browser and mobile inboxes.
                                    • Save As to name for future use.
                                    • Sent Test Email to review and share with colleagues.

                                    Based on your display resolution or browser zoom, you may see a 3-dot icon on the far right of the Report menu bar. Click here to access Saved Reports, Emailed Reports, and Filter Manager.

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