How to set up a Peer to Peer Texting campaign?

Send batches of templated text messages using Text Banking, with volunteers having conversations and recording responses in real-time.

Peer-to-Peer (P2P) Texting lets volunteers send personalized text messages, have real-time conversations, and record responses. It’s useful for GOTV, volunteer recruitment, event invites, fundraising, and supporter engagement.

⚠️ Note: Before creating a campaign, ensure you have a contact list with mobile numbers.

Create a Peer-to-Peer Texting Campaign

1.1 Go to the Dashboard → find the Peer-to-Peer campaign tile → click Create.

1.2: Setting up the campaign begins with naming the campaign. 

1.3: Add a script:

• Write the initial message and survey questions.

• Personalize with merge tags for higher engagement.

• Use the Merge tag option to see available tags.

Message Rules

• Standard SMS: 160 ASCII characters or 70 Unicode characters. Longer texts are split and billed as multiple SMS.

• Font styles & formatting: You can use bold, italics, styled fonts, and emojis.

  • To avoid multiple SMS charges, check “Convert message to MMS” → your message will send as 1 MMS.

  • Incoming responses are billed at regular SMS/MMS rates.

1.4. You can use survey questions to collect user data regarding your event. You can add Multi-Choice, Text, or numeric questions.

1.5 For quick responses to incoming messages, you have an option to add saved replies. Your Agents/volunteers can choose and send these standard replies to contacts.

Link a contact list and Select a number for your campaign.

2.1. The next step is to link the contact list(s) with your campaign.

Note: You can add multiple contact lists while creating the campaign.

2.2. Number refers to the phone number that your contacts will see when you send messages.

You have three options while setting up Caller ID, Rent a Number automatically or Use an existing number or Adaptive texting block.

• Rent a Number automatically: With this selection, you can choose the country you want to rent the number for sending out messages through your campaign.
• Use existing numbers: You can use current numbers for your account by choosing the current number from the dropdown. 

⚠️ If a number is already used in another campaign, stop that campaign first.

• Adaptive Texting Block: Adaptive Texting Block helps users configure their outreach rate campaigns, handle local presence, and effectively manage rented sender IDs. You may read more about Adaptive texting here.

Agent Settings

3.1 Add a message for agents to explain expectations for the campaign.

3.2 Assign agents: You can choose to Assign All Agents or Select Agents to add them to the campaign or skip the step to Assign agents later. 

Note: The "Assign All Agents" option will add any newly created agents to the campaign by default. So if you haven't created any agent accounts, you could go with this option.

Profanity filtration
With this feature enabled, managers can shield their agents from receiving profane messages, thereby boosting their morale. You need to enable the slider button and select the agents that can report messages as profane. 

Profane-flagged messages will not be counted under inbound and unread messages. For more details on Profanity Filtration, click here.

Auto Assign Contacts

The campaign manager no longer needs to assign contacts to agents manually. As the agent logs in to the agent console and joins the campaign, the system automatically assigns 100 contacts at first. Once the agent sends messages to 100 contacts, the system assigns contacts in batches of 100. Click here to know more.

Schedule your campaign

This is a crucial section of setting up a campaign. You need to set the START and FINISH date for your campaign, select Daily Operational hours, and can also choose to run a campaign on weekdays or weekends, or certain days of the week.

Once you have started the campaign, the system analyzes the contact list and filters contacts that are identified as Landlines or VoIP numbers. You can find the results in the Overview section and Export the list by hovering over the "Filtered" section.

We have added this feature to ensure you follow best practices and do not send messages to Landlines or numbers that are not capable of receiving incoming texts.