Access Campaigns from inside the Admin Dashboard, by clicking the Campaigns tab. 

Step 1 is to Name your Campaign and Schedule. 

• Name your Campaign
• You'll choose the iFOLIO to include from the Carousel. You can also preview or edit the iFOLIO from here.

Scheduling is a breeze.

• You can Send Now - to send as you finish the 3 steps, or
• Set a future day and time. 

1. Select 'Text Message' in the 'Delivery Mode' Section
2. Add your message copy into the editor on the left.  You'll see changes reflected in the preview on the right.  Important Note: Keep the [link] placeholder in your message. The [link] placeholder inserts the link to your iFOLIO page and generates the individual tracked links that generate each recipient's analytics.
3. Choose the number(s) the campaign will be sent from.  For large campaigns that use a pool of numbers, leave this field blank and it will pull from the pool set in your account.
4. 'Test to Yourself' by entering your number beneath the message field. Check out exactly how the message looks and ensure it appears as intended. 

Personalize text messages by creating attribute placeholders surrounded by square brackets in the message. Reminder: When you add personalized attributes to the message, make sure that you have added corresponding columns to your campaign list.

• Example: [Name]  [Membership Level] or [Renewal Date] and other attributes you've built into your campaign sheet. 

1. Select 'Email' in the 'Delivery Mode' Section
2. Email Subject Line  - Customize the subject line for the campaign. You can add emojis or personalization, see below.
3. Email message copy - add your copy into the editor on the left.  You'll see changes reflected in the preview on the right.  Important Note: Keep the [link] placeholder in your message. The [link] placeholder inserts the link to your iFOLIO page and generates the individual tracked links that generate each recipient's analytics. 
4. Email Signature - Add or customize the signature.  You can use logos, link to websites, add phone numbers. 
5. Opt in / Opt out Links - paste an opt-out or opt-in link into the signature if you need to add that to your campaign.
6. Choose the Sender email for the campaign. Select a sender email address from the dropdown above the email preview on the right. This dropdown is populated from user emails in your organization’s account.
7. 'Test to Yourself' by entering your email beneath the message field. Check out exactly how the message looks and ensure it appears as intended. 

Integrate to CRM: Optionally Add a CRM or BCC Email

• Utilize iFOLIO’s Reverse CRM technology to automate campaign sends into your CRM. Enter an email address into the BCC field to automate CRM entry or blind copy an email address.
• You can also upload easily to CRM by including the CRM ID in a field for each recipient.  Once sent you can download the full shared stat list from campaign analytics and upload to CRM in one step. 

iFOLIO supports easy Campaign Message Personalization and Subject Line Personalization to help you stand out in recipient inboxes. Personalized emails have a 26% higher open rate than generic emails.

Personalize Text Message, Email Subject line, or Email Copy:
Create attribute placeholders surrounded by square brackets in the message. Reminder: When you add personalized attributes to the message, make sure that you have added corresponding columns to your campaign list.

• Example: [Name]  [Membership Level] or [Renewal Date] and other attributes you've built into your campaign sheet. 
• Leave [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.
• Add any additional personalized fields using square brackets.

Learn more about personalizing your email and text message campaigns, as well as email subject lines here:
How to Personalize Your Subject Line
Campaign Content Personalization

Upload a Banner
Click the Add Image button on the banner of the email or text message preview. This will open the media library, where you can upload or select an image. Use the crop tool to ensure that the banner fits properly. For Email Campaigns, remove the banner by deselecting the checkbox below the email preview window.

Email Campaigns: Upload an Avatar
Click the Add Image button on the Avatar Circle in the Email Preview to open the media library & select an image. Remove the avatar by deselecting the Avatar checkbox below the Email Preview.

Email Campaigns: Add a Signature Image
Click the Add Image button in the Email Signature to upload or select an image from the media library. If you wish to remove the image from your signature, deselect the checkbox below the preview window.

Use the Button Color option next to the Subject Line in the Message Editor to change the color of your link button.

If you are sending commercial emails, you can easily use iFOLIO to add an unsubscribe link in your email signature.
To do this:

1. Copy your CRM's unsubscribe link. If you don't have one, you can easily create an unsubscribe form (using Google Forms or another web form).
2. In Step 2 of the iFOLIO campaign builder, add text to your email message like "Unsubscribe from future emails" and paste the link to your unsubscribe form URL. Now your link is included in your campaign.
3. Alternatively, include plain text like "To unsubscribe, reply to this email".

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. If you used PURL attributes or additional personalized attributes in Step 2, ensure that you add those attribute names as new columns in your formatted spreadsheet.

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

Click 'Schedule' to send now (if you clicked 'Schedule Now' earlier) or to schedule send for the future. It will begin sending at the designated time. If you aren't ready to schedule your campaign yet, click 'Save Draft' instead. Your campaign drafts are accessible from the Campaign dashboard.

The CAN-SPAM Act is a federal law that regulates commercial email messages—those whose primary purpose is to advertise or market a commercial product or service.

Emails that are typically NOT covered by CAN-SPAM include transactional or relationship messages (like personalized impact reports to donors showing how their funds were used), purely informational newsletters with no promotional content or donation asks, and account updates or confirmations. These emails do NOT require unsubscribes or opt-outs.

Examples of transactional/relationship content include:

• confirmations or updates about a donor’s involvement
• membership or subscription updates
• internal account or relationship news

 
If your email campaign includes marketing to make a purchase, it's likely classified as commercial and must comply with CAN-SPAM requirements, including "a clear and conspicuous way for recipients to opt out of future emails".