Multi-location campaigns simplify launching personalized campaigns across multiple locations, ensuring replies go directly to each location instead of a central contact.
Key Features of Multi-Location Campaigns
- Simplified Campaign Management
- Create and launch a campaign for multiple locations from a single HQ account.
- Personalized Messaging
- Campaigns are sent from each location's account, ensuring replies go to the respective location’s email or phone number.
- Corporate Control
- Campaigns launched from the HQ account are locked for editing in individual accounts, ensuring consistent messaging.
Steps to Create and Launch a Multi-Location Campaign
1. Access the HQ Account
- All multi-location campaigns are created and launched from the main HQ account.
2. Create the Campaign
- Follow the same campaign creation process as for an individual account. (Refer to this article for detailed instructions on campaign creation.)
- Use variables to make the campaign content dynamic and location-specific. Available variables include:
- Location Names
- Manager Names
- Custom Links
- Access the list of available variables under the “Insert Variable” dropdown for text campaigns or the “Merge Tags” dropdown for email campaigns.
- If the provided variables don’t meet your needs, you can create custom variables for additional personalization.
3. Finalize Campaign Content
- Ensure the content is universally applicable and relevant for all selected locations.
- Personalize content using variables where necessary.
4. Select Locations
- Choose whether to send the campaign to all locations or a specific subset.
- Adjust the recipient list based on your campaign goals.
5. Schedule the Launch
- Set the desired date and time for the campaign launch.
- Click the “Launch” button to finalize.
6. Campaign Distribution
- The system clones the campaign into each selected account.
- Campaigns are sent:
- Email Campaigns
- From the email address associated with each location.
- Text Campaigns
- From the Smart line number associated with each location.
Important Considerations
- Content Relevance
- Ensure the campaign content is appropriate for all locations before launching. Once launched, you cannot edit the campaign from individual accounts.
- Locked Campaigns
- HQ campaigns are locked in individual accounts to maintain corporate control and ensure consistent messaging.
By following these steps, you can efficiently manage campaigns across multiple locations while maintaining a personalized and professional approach.
Campaign Edits
If sending only on behalf of select locations, make sure to select all. Once campaign is running, you will not be able to edit it and add additional locations.