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                            • Good to Know

                              Campaign Manager

                              Campaign Manager allows you to engage your community quickly and easily, sharing out messages and welcoming feedback directly to SoGoConnect – all in one convenient place. In coordination with team members, System Administrators and Team Owners can roll out communication campaigns whenever the need arises.


                              Who’s your audience – employees, clients, prospects?

                              Click Contacts, then New.

                              • Create List to add options manually.
                              • Create Sub-List to divide your list for more specific messages.
                              • Create List from Interest Areas to send a campaign to all customers that have submitted a dialogue to specific interest areas.
                              • Add Contact to existing lists.
                              • Import Contacts walks you through the process of importing an Excel spreadsheet of your contacts to create a new list or add to an existing list. You’ll be provided with a Contact Template for accurate formatting.

                              Review your lists and update as necessary.


                              What’s your message/purpose?

                              Click Templates, then select Basic, Saved, or Sent Campaigns. Preview any images for a larger view.

                              • Select a template to customize.
                              • Click anywhere on the message to edit text and colors, add links and images, and make it your own.
                              • Preview to see how the message will look in browser and mobile inboxes.
                              • Save As to name for future use.
                              • Sent Test Email to review and share with colleagues.

                              Based on your display resolution or browser zoom, you may see a 3-dot icon on the far right of the Report menu bar. Click here to access Saved Reports, Emailed Reports, and Filter Manager.