In the Admin Dashboard, click the Campaigns tab in the top nav bar to open the Campaign Scheduler. Click the slider arrows to navigate & click the thumbnail of your campaign iFOLIO. You can also preview or edit the iFOLIO from here. Once you select your iFOLIO, name your Campaign for organizational purposes using the Campaign Name field above.

Use the Calendar widget to select the date you would like your campaign to be sent, or select "Schedule Now" to send immediately after you finish creating your Campaign and hit "Send" in Step 3.

Click the "Time" field and use the drop-down menu to select a time for sending your campaign. Make sure to select AM or PM accordingly. Click “Next Step” when your desired send time is set.

Select Link Option
Under 'Link Options', select your desired link type for the iFOLIO page chosen in step 1.

• 'Shortlink' will use a tracked short link with aggregate analytics and individual analytics for each campaign recipient.

• 'Shortlink Untracked' will insert a shortlink and track aggregate analytics, but will not track analytics for individual recipients.

• 'No Link' will not insert a link. Use this option to send text-only or email-only campaigns without an attached iFOLIO page.

To create a Visual Text Message for your campaign, you’ll need to select either Text Message (MMS + Image) or SMS (No Image) as the delivery method. If you wish to send the campaign via only text message, you can deselect email.

Using the message editor on the left side of your screen, you can edit the content for your text message, including a signature. Changes will update automatically in the preview window on the right side so that you can see how your message will appear to recipients.

• Leave [First Name] intact to insert the recipient’s name into the email message.
• Leave [Link] intact to insert the iFOLIO link to the page you selected in Step 1.

In the Text Preview window on the right side of the screen, click on the Add Image icon at the bottom of the placeholder image above the text message to open the media library. Upload or Select the image you would like to use in your text message campaign. If necessary, use the crop tool to resize the image to your liking.

Underneath the Message Editor on the left side, look for the “Test to yourself” field. Enter your phone number and hit Send to immediately send a test of your Visual Text Message to yourself.

Once you’re finished customizing your text message, click on “Next Step” to proceed.

Upload Your Campaign List
Download the Campaign List Template, upload your formatted list, or select a previously saved list of contacts to send your campaign to.

Click “Download Template” to download a pre-formatted spreadsheet for your campaign send. Enter one recipient’s name & contact information per line.

Click “Upload List” to upload your formatted campaign spreadsheet. To use a previously uploaded spreadsheet, click “Use Saved List” and select an option from the list.

DOWNLOAD LIST TEMPLATE

If you scheduled your campaign in advance on Step 1, select a window of time for your campaign to be delivered. The iFOLIO Platform will stagger the campaign sends within this time window.

If you selected “Schedule Now” in Step 1, the campaign will be sent immediately after you finish configuring your campaign.

When you're ready to schedule your campaign, click the "Schedule" Button. If you selected a time in advance in Step 1, your campaign will be automatically sent at that time. If you selected “Schedule Now” in Step 1, your campaign will be sent immediately.

Click “Save Draft” to save your campaign details to edit or schedule later. Access your saved campaign drafts from the “Drafts” tab in the Campaign admin panel.