Zavon

Plan a campaign

Overview

A campaign is a plan of messages on email, WhatsApp and SMS. Each message, or touch, can be timed against an event on your website. When the event moves, its touches move with it.

Before you start

Publish the event on your website first. You need permission to edit campaigns, and to add posts to them.

Add touches

  1. Use a preset

    Under Add a touch, set the Channel. Select 7 days before, 1 day before or 1 day after.

  2. Set your own time

    Set Days from the event and Time, then select Add touch.

  3. Write each touch

    Select the touch on the timeline to write it and ask for approval.

A campaign’s plan: an email the day before the event, the event itself and a WhatsApp message the day after
Touches timed around one event. Shown with a fictional organisation.

Schedule the plan

  1. Schedule all

    Select Schedule all approved touches. Each approved touch is booked at its planned time.

  2. Check the calendar

    In the sidebar, select Send › Calendar. The events and the touches show on their days.

Troubleshooting

If a touch is not scheduled, it needs approval first, or its time has passed.

If a touch shows a warning, its event moved and the new time had passed. Choose a new time and schedule it again.

If an event shows Cancelled on the website, its touches were not sent.

Good to know

Times are local. 09:00 seven days before stays 09:00 local time, also across a change of clocks.

Unlinking an event. The touches keep the times they have and stop moving with the event.

Target WhatsApp and SMS: send to some of a list.
Upcoming events in a newsletter: events for each reader.
Send a newsletter: an email touch is a newsletter issue.