How to set up a Text to Join Campaign?

You can use CallHub's Text to Join campaign for collecting user opt-ins, surveying, and simple data collection. By choosing to opt in, your recipients are signifying that they are interested in your campaign's cause and are highly unlikely to move out at a later time.

Steps to create a Text to Join campaign -

Step 1: Add the Initial keyword to let the user start the conversation. 

Step 2: Select a phone number to assign the incoming message to this Campaign. You can also use a shared shortcode for Text to Join campaigns. Read more about shortcodes here.

Step 3: Select the contact list in which all the signup contacts will get added.

Step 4: Creating prompt flow: It has two things Response field and a Prompt message. The response field contains all the fields present in Contact, i.e., email, name, country code, city, state, zip code, address, contact number, etc. Response fields can also include custom fields.

Select the response field and add a prompt message. Then click on the Next prompt to add more prompts. The user will receive a prompt message in sequence same as you have added the prompt. The system will map the data for the response field, and Contact will get updated.

Step 5: You can include a thank you message to be sent after the prompts are completed. You could also leave it blank.

Step 6: You can also retry the prompts to the user who didn't continue the conversation with the retry setting. This is the time after which the current SMS prompt will be resent. Retry has two options, Hours and Days. This will help improve response rates.

After campaign creation -

You can see all your prompt sequence and details on the settings page after creating a campaign and look at how many signups you received, and statistics on outbound and inbound messages can be seen in the Response tab.