Create and send text message conversation campaigns

Conversations allow you to maximise response rates while giving members personal replies.

Follow our step-by-step guide below to create and send text conversation campaigns:

Step 1: Create your text conversation campaign

Navigate to campaigns > select create campaign > Text > Conversations

Step 2: Name your campaign

Name your campaign so you can easily find it again

Tip: Create naming conventions for your campaigns as a team

Step 3: Follow the campaign build flow

Tip: Hit save once you've completed each section, you can go back and edit at any time, in any order

Goals (optional): Goals allow you to group multiple campaigns with a shared goal together and efficiently group everyone who meets the goal to make managing audiences and tracking results easier. For example, when running a get out the vote operation for a ballot, you can set up a goal for the ballot of people voting, which you can apply across multiple campaigns. If you would like to apply a goal to your WhatsApp blast, select it from the drop down menu, otherwise, disregard this section:
To: Select the audience you wish to send your blast to from the drop down or select Create new if you would like to create a new audience for this campaign - you'll be taken to an audience build page. If you would like to send to a particular number of randomly chosen audience members, check the box and enter the number you would like, up to the size of your audience:
Instructions (optional): Add instructions for those taking part in the campaign by responding to replies:
Users: Set who can manage and take part in this campaign. You can set this by organisation or create particular user groups to share with.

Note: If you don't have an organisational hierarchy within Movement, this will default to national users
Content: Enter the text of your message.

Note: You can send multiple versions of your blast by selecting add version. This means that your audience will receive different versions. For example, if you have two different versions of your blast, half of your audience will receive version 1 while the other half will receive version 2.

Tip: Personalise your message using merge tags by selecting the plus icon to encourage replies
Settings: Movement allows matching of users with supporters/members and targeting of particular supporters/members by users. You can also adjust the total messages sent and the sending mode:

Volunteer matching: Choose how to match those taking part in campaigns to the people they'll be able to have conversations with. This can help to localise your campaign, for example, by allowing users and volunteers to reply only to the people in their area or workplace. The Volunteer matching mode has four options:

. Everyone: This is the default option, where people taking part in campaigns will be able to reply to everyone in the audience.
. Match by branch: Users can only reply to people within the same branch
. Match by organisation: Users can only reply to people within the same organisation
. Any organisation below user’s organisation: This is the recommended setting for matching and works flexibly based on your organisation structure and the User’s organisation. Users can only reply to people in the same organisation as them or the ones below their organisation in your organisational structure.

Volunteer targeting: You can optionally choose to let volunteers select which organisational unit they would like to call. Use this setting to target specific branches, regions, employers or workplaces within the campaign. When turned on, senders will have the option to pick a target before they begin making calls.

. Any organisation beneath their own - senders can target any organisation in the campaign that is within the organisation they are assigned to as a user (eg a regional user can select to target only those branches, employers or workplaces in their region)
. Any organisation - senders can target any organisation in the campaign. For this to work for the sender assigned to organisations below national, you will need to given them a role permission "Volunteer anywhere". See more about creating and updating roles.

Limit total messages sent: It's possible to limit the total messages sent by inputting a number lower then your audience size.

Sending mode: You can send all messages at once or customise to drip send a set number of messages per hour, between specific times. This is particularly useful in conversation campaigns where you're expecting lots of replies.
Canned responses: Canned responses are pre-written responses that users can select and edit when replying. Users can use these canned responses for common questions or as explanations about relevant topics. This functionality can help to speed up the process of replying to people and assist with FAQs. You can add as many canned responses as you like per campaign.

Tip: It's possible to add personalisations within canned responses, so they can be useful for checking personal details. Users won't be able to view personal details, only the description of what the details are e.g. postcode.
Preview: Utilise the preview to check your personalisation by selecting any contact to show an accurate preview of the initial message they will receive and check your message end to end by sending yourself or a colleague a sample of your message. Here you'll also be able to hit send to send your message immediately or use the schedule option to set a date and time to send the message.

Replying to conversation messages

Users taking part in the campaign will be able to reply within Movement - for those receiving messages, it'll appear just like any other text message chat. If you have included a goal, instructions or canned responses within your campaign, they will be available on the reply interface.

To start replying, navigate to the campaign overview page once you have launched your campaign and select Start replying:

Or navigate to the Take part in campaigns button on the left side menu and select Go on the campaign you'd like to take part in:

Once the recipient has replied users taking part in the campaign can start replying. If there are instructions, these will be displayed before replies. Any goal can be marked as complete at the top right and any canned responses will be available to select at the bottom - once they're selected, it's possible to edit before sending, they don't send automatically on selection. Here's an example of the conversation interface:

Find out more about replying to conversations as a user here