Fit Pro Tracker Campaigns - They can be as automated or personal as you want depending on the actions you design.

Step #1 - Creating a Campaign - 0:26sec

Click on Campaign on the left side of Fit Pro Tracker. Select "Campaign Managment"
In here you can create a new campaign or clone an existing one from the code. Make sure you name the campaign and describe it.

In order to better organize your campaigns and filter accordingly, you can now designate your campaigns in two different categories: “Opt-in” and “General”. A “General” campaign is default and it's the same for every person. The “Opt-in” campaign is unique for everyone in the campaign based on when they opted in.

Then click on the blue plus sign under "Start Campaign" to start creating your custom campaign. Start your campaign by clicking on the "+"

Campaigns in Fit Pro Tracker allow you to perform various actions over a period of time. These action's can range from the following:

Remember to set a name for each activity, in here you can choose the action (Sms, email, Sly Dial or Follow Up Tak), you can also choose the time setting in which each activity will be carried.

It is important to click on Submit or Update once you finish creating the campaign.


Pay attention to the line on top of each activity, if the line is red it means the activity is missing information such as the activity tittle, the time set up, the content you want to send, etc. and the system won't let you submit your campaign.

If the line is blue it means you have all the info you need to continue with the next activity or to submit the campaign.

If you need to eliminate an activity you can click on the detele option

Once you have all the activities set up you can submit the campaign

There are several important aspects to consider while creating the campaign.

  • If you have missing information (red line) the system won't allow you to update the campaign

  • Once you finish and all the lines on top each activity are blue you can Submit your campaign

  • Please give a name to each activity.

Preview Campaign- 8:27sec

To preview a campaign click on the upper right hand side of the screen. Remember this just a preview mode and is NOT where you set the time you want to send out the campaign out to contacts.

Cancel Campaign Option - 9:09sec

This is a new rule, if this rule is turned on it automatically takes the contact out of the campaign if they respond to any of the sms and emails that are sent in the campaign. You can also click on "configure" and the next screen will allow you to tag someone and switch the contact to a Prospect automatically. The last option in Configure is to automatically assign the contact to a staff member if they respond to the campaign. HINT- You will need to ask the Customer Success Team to turn this option on.

Add/Remove Campaign- 11:50sec

You can add and remove campaign inside of a campaign. There is a couple of options for using this feature. You could create a side campaign branch off the main campaign or have the contact go directly into a drip campaign after finishing the first campaign. You can create and design your own campaign how you want it.

Sending Campaigns to Contacts 1-to-1 or Batch - 18:12sec

You can send a campaign 1-to-1 or you can send a campaign to a batch of contacts.

---Sending campaign to multiple contacts (Batch) ---

  1. Select the contacts that you wish to send a campaign too

  2. Click on the blue "Batch" button above.

  3. Select "Batch Campaign"

  4. Select the campaign you would like to send.

  5. Send now or schedule the date and time you want to send the campaign.

---Send campaign to a contact 1-to-1--- 20:33sec

  1. Go to the contacts profile and select the "Campaign" tab.

  2. Select the orange "Add to Campaign"

  3. Select the campaign you want to send the contact.

  4. Send now or schedule the date and time you want to send the campaign.

Campaign Dashboard- 21:15sec


You can see all your campaign information in one place by going to your Messages menu and clicking the Campaign Dashboard option:

When you open the campaign dashboard, you can see the status for the campaign as well as the active users on the campaign and the campaign summary. You can also filter the campaigns by keyword, contacts or dates. You can see the person who created the campaign and its status as well.

Filters:

Campaign information:

The campaign name will give you extra information such as the name, scheduled date and time and the staff member who assigned the campaign. This will help you to identify the campaigns easily and to keep better track each campaign.

If you want to see the amount of contacts you have in the campaign as well as their campaign information you can click on the campaign and this will open another screen with all the information:


As easy as this you can have all the information in one place!!

Enjoy your campaigns!! 😃




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