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Chapter 4

Contact lists are a vital part of text message campaigns. If you are interested in learning how to create an opt-in list, please watch the next video.

Wherever you keep this list, export a copy to Excel. Make sure contact names and cell phone numbers are included at minimum. The structure of the spreadsheet and field names are not important. Now, let’s upload a source list to the Zebyl portal.

To do so, head over to the “CONTACTS” menu item and click on “Campaign Contacts.” Here, you can see a list of existing contact lists to view, edit, or delete them. To create a new one, click on “Add New Contact List” at the bottom of the form.

In the new window that pops up, enter a name for the list and click the “Choose file” button to locate your file. Upon submission, the Zebyl import tool reads your spreadsheet and prepares a process to map your source data. Notice that the column names are identified and displayed to be mapped. First, map the cell phone number from your source file in the “Phone Number Field” dropdown. Next, map other fields. For example, mapping “contact name” from the source file to the destination column will create the same column in the Zebyl contact list. I recommend mapping fields with the same name over to Zebyl, like the following:

Invalid data will be listed here, so be sure to pay attention to the messages on the page.

Click submit to create the contact list. A popup window will confirm the action.

Upon clicking OK, the new contact list is generated. You can tap the “Created on” header to sort the listings by date and easily find your newly added list. Use the action tools to view, edit, or delete the list.

Now that the list is ready, it’s time to create a new campaign. To do so, click the “CAMPAIGN” link from the navigation menu. In the new page, you can see a list of existing campaigns and their status. Use the controls on this page to filter your view and to list desired campaigns.

To create a new text message campaign, click on “Add new Campaign” at the bottom of the page.

In the new popup window, assign a name (like Text Reminder Campaign), pick the SMS number to send texts from, and pick the type. You can choose between a one-time or recurring campaign. A one-time campaign only runs once, whereas a recurring campaign runs repeatedly according to a frequency set in the schedule section. The scheduling options for the two types are different. We will create a recurring campaign in this lesson.

In the schedule section, enter the start date, which is the first day the campaign runs. Also provide the end date, which marks the last day to run. Pick a frequency and the delivery time. In this example, we intend to create a campaign that runs every day at 5 pm.

Next, choose the contact list. Switch the radio button to “choose from existing contact list” and use the search input box to find the desired list. Notice that the number of contacts in the list is displayed here. You can click on the “Show Contacts” button to see the members. 

What if you want to deliver messages to selected members in the contact list? Well, you can create conditions in the “Apply Filters” section for that purpose. Click “Add Condition” to create simple or complex conditions using AND and OR operands. For instance, you can create a condition to deliver messages to cell phones in certain area codes, or contacts with appointments in 2 days, or contacts with follow-up appointments. You can also mix up these conditions to filter the list even further.

Notice that the number of contacts to be reached is always listed here as per programmed conditions.

The last step is to draft the message to be delivered. You can type your message here or use one of the predefined response messages. To personalize the message, use meta tags to insert data placeholders in the typed sentence. For example, to address each contact by name, include a contact name placeholder tag like so:

The Zebyl text messaging campaign will fetch the data from the contact list to create individual personalized messages.  For example, you might personalize a text reminder message by including contact names,  appointment dates, and reasons for a visit, like so:

If everything looks good, click the “Submit” button to view the confirmation summary page. Please pay attention to the information listed here to ensure your expectations are met.

View each personalized message prepared for each contact in the preview section. Use the “Go Back” button to edit, otherwise, if everything is satisfactory, click Submit. Your new campaign is scheduled and listed in the campaign table. Use the action tools to view contacts, edit, delete, or test the campaign. You can also run the campaign before the scheduled time.

You can use the clone action to create a similar campaign with the same message and conditions. All you need to do is use a proper contact list for the cloned campaign. 

Shortly after launch, you can review reports to check the delivered messages, delivery status, etc.