Managing Email and Text Marketing Messages

Navigate to More → Email & Text Marketing.

You can see the number of emails and texts you've sent during the current billing cycle.

Below this, you can see the email marketing plan you chose.

Tap the Limit link to change your email or text marketing plan.

To view and track all the messages you created, scroll to the top of the screen. Then select Campaigns.

The list displays the number of:

To view messages within a specific status, select the status from the list.

For example, select All Messages to see all the messages you have created.

Select All Campaigns to see all the email and text blasts that were created within the status you selected.

Select the Email tab to narrow the list to email messages.

Select the Text tab to narrow the list to text messages.

To search for a specific message on the list, enter its title in the Search box.

To track the performance of a marketing campaign, select a message with Announced status and tap it. Click here to learn more.

To Edit a message, create a Duplicate copy, or store the campaign in your permanent Archive, select the message. Swipe to the right and tap an option.

Note

With the Employees Can Only Send Campaigns to Own Customers access level on, employees may see access denied or another error if they try to change a campaign created by another employee, try to select customers that are not theirs, or try to use the Customers of Past Employees filter option.

Click Marketing, and then click Create Campaign in the Email & Text Marketing box.

You can see all your text and email messages, including:

Under the messages, you'll see the total number of email and text marketing messages sent during the current billing cycle.

To change your email or text marketing plan, click the Limit link.

Click All Campaigns to filter the list by message type.

At the top-right of the screen, use the search function to filter the email and text marketing list by a keyword or the Campaign Name.

To create a Duplicate copy or save it to the Archives, click the Action menu (3 vertical dots) and select an option.

Note

With the Employees Can Only Send Campaigns to Own Customers access level on, employees may see access denied or another error if they try to change a campaign created by another employee, try to select customers that are not theirs, or try to use the Customers of Past Employees filter option.