How do I create a new Outreach Campaign?

1. From the CRM's top navigation bar, click Create New button.
   
2. .The Campaign Outreach window opens to Step 1: - Campaign Information.
   
   
3. In the Name field, click to enter "Name of campaign".  For example, "COVID-19 Update: Seniors".
4. In the Recipients field, click to add recipients by "People Tag".  NOTE: People records must already be tagged prior to this step--either bulk uploaded and tagged by Support  ([e-mail]) or individually tagged by office.  For more information about People Tags click here.
5. Click the Save and Next button to move to Step 2 - Content.
6. Enter the "Initial message" for the texting campaign. For example, "Hi {{FirstName}}, this is Tony from Senator John Smith's office. We're having an event Thursday evening. Can you make it?". NOTE: The Initial Message field has a character limit of 500. To learn more about CRM Merge fields click here.
7. From Responses section, enter the For Yes response and the "For No" response.  For example, the For Yes could be something like "Great! Here is the address of the townhall." and the For No could be something like "OK, hope to see you at our next time." 
8. Click the Automatically respond when possible checkbox to automatically respond when possible. If a contact's response starts with a recognizable "Yes" or "No", then the contact will automatically receive a preset "yes" or "no" response.  NOTE: The contact will also tagged automatically with a "Yes" or "No" tag based on response.
9. To send yourself a test (optional but encouraged), enter Mobile phone number and click Send Test button.
10. Click the Save and Next button to move to Step 3 - Send.
    
    
11. In the Send section's To area, all recipients with valid mobile numbers will display.  Click the Add more recipients link to select additional people tags.
12. Assigned Sending Phone number will display.  This is your assigned outgoing number and will never change.
13. Click the Send button to start sending the texting campaign.
14. Step 4 - Results.  Texting results can be viewed and managed from here.
15. Review, select, and easily reply back to interested contacts via text. 

NOTE: Automatic tagging will be applied if the following criteria are met: 

• "Yes" tag will be applied if the contact's reply begins with the word "yes",
• "No" tag will be applied if the contact's reply begins with the word "no",
• "Wrong number" tag will be applied if the contact's reply contains the words "wrong number",
• "Opt-out" tag will be applied if a contact's reply is "stop" or "unsubscribe."

There is also a new "Needs tag" pivot that filters constituent responses that have not yet been tagged.