SMS Campaign Designer visuals overview

Note: The SMS Campaign Workbook now has an updated interface and is now called the SMS Campaign Designer. Campaign Designer is now enabled for all accounts, and it replaces Campaign Workbook for this channel. Unlike the Campaign Designer, there were no major changes made to the Message Designer's interface.

Use the Campaign Designer to review details of the selected campaign, see any errors that need correction, and more. Click An image of the Expand icon to expand the panel. Learn more about Launching an SMS campaign with Campaign Designer.

An image of the email Campaign Designer

Number 1View information related to your campaign's status (Draft, Active, Closed) and creation. Here you'll see who created the campaign, and when it was last modified and who modified it. Click on the campaign's name to change it.

Note: If you change a campaign’s marketing strategy or marketing program for a standard launch, Insight will display the new marketing strategy and marketing program values for both historical and new standard launches. This does not impact the CED behavior.

Number 2 SMS/LMS panel. From this panel, you can edit your campaign's Data sources, Create Message, Edit Message (if the message has been saved), and view a summary of your message's configurations (if the message has been saved). If you have saved the message, you'll see a snapshot in the SMS/LMS panel.

Number 3 About your campaign panel. View your campaign's Description, Purpose, Marketing strategy, Marketing program, Folder, profile list, and select your template.

Note: If you change a campaign’s marketing strategy or marketing program for a standard launch, Insight will display the new marketing strategy and marketing program values for both historical and new standard launches. This does not impact the CED behavior.

Number 4 Targeting panel. Use this panel to ensure your campaign is targeting the right contacts.

Number 5Additional settings panel. Use this panel to configure settings related to the SMS campaign's Opt-In settings, notifications, throttling, and (if it's enabled for your account) organizational access control.

Number 6Show errors button. Click this button to view and correct validation errors in your campaign. Once all the errors are corrected, Show errors will be replaced with Validate.

Number 7 Preview and Test button. Use this option to preview the message as your contacts will see it, and to initiate a proof launch.

Number 8 View button. With this drop-down, you can analyze your campaign.

Number 9Activate button. If your campaign includes keywords, you must activate the keywords so that subscribers can send you SMS responses.

Number 10 Launch button. Click this button to configure your campaign's launch and to launch it.

Number 11Click An image of the Expand icon to expand a panel. Once a panel is expanded, click Cancel to discard any changes in the panel, and click Save to save your changes.

Number 12 Data sources. Click this button to configure your campaign's data sources.

Number 13 Errors. Hover over this text to see a description of the error.

Learn more