Campaigns are powerful tools for nurturing prospects, driving conversions, and maintaining your business's presence through automated outreach. As an Admin, you can create campaign templates to share with teams across your organization. These templates offer branded messaging with varying levels of customization to meet your business needs.

Access Campaign Templates:

Admin campaign access and organization provide significant benefits by allowing you to easily manage and customize your campaigns. You can view, quickly search and filter by various criteria, and access settings to duplicate or delete campaigns.

Navigate to the "Campaigns" section from the general tab, located further down the list under the "Content" dropdown. Here, you can view "Default" campaigns, which are those imported by teams across your organization. You can also see "Templates," which include campaign templates you have personally created, whether from scratch or by importing and editing a Bonzo template.
Utilize the search bar to quickly access a campaign or navigate to the filter tool by clicking the three vertical lines in the top right. You can sort campaigns by team, user, and type. You can also toggle to show deleted campaigns, enabled campaigns, and team campaigns.

Note that these filter options are only available when viewing "Default" campaigns (e.g. those imported by your teams). When filtering through "Templates" you will only be able to sort by type.
Scroll to the right on a campaign and click on the three vertical dots (breadcrumbs) to access the campaign's settings. You can also duplicate the campaign, creating a copy in the same tab for further editing. Finally, you can delete the campaign, which will dismantle that version and remove access to it from teams in your organization.

It's important to note that deleting an imported Bonzo template does not remove the original template from your Admin account.

Create or Browse Campaign Templates

Campaign creation offers significant benefits by providing access to a variety of customizable templates designed for different purposes, such as quickly getting responses or building long-term relationships. You can edit and personalize these templates to fit your organization's unique brand and message before sharing them with the appropriate teams, ensuring consistent and effective outreach.

Within the "Campaigns" tab, click on "Templates" and then the "Browse" button in the top right to see Bonzo's campaign templates.

The "Converting" tab offers shorter campaigns designed to quickly get a response from prospects, while the "Nurturing" tab provides longer, drip campaigns that see to build a relationship with the prospect over time.
Each Bonzo campaign template offers a brief description under the campaign card image. To preview the campaign, click the "eye" icon, and you will be immediately taken into the campaign editing screen where you can look at the number of days, events, and the content of the event messages. It's important to keep in mind that all of this is customizable, and can be edited to fit your organization's unique brand and message.

To exit the preview, click "Back to templates" at the top. Or, if you're interested in importing this template for editing, click "Use this template"
Back in your Templates library, favorite templates by clicking on the "heart" icon, marking them for future use. If you are ready to get started with a template, click the "Import" button.

Bonzo will prompt you to either import directly to a team or import the template to your library. We recommend importing the template to your library first, so you can edit it and establish the appropriate settings. After making the necessary adjustments, you can then share the template with the appropriate teams.
Returning to the main "Campaign" page and to your "Templates" tab, you also have the option to start from scratch. Click on the pink "Create campaign template" button in the top right.

You will be immediately taken to the campaign settings page where you can name the template, share it with a team or mark it as public access, and establish other access controls. We will cover these settings in the next section. Once you establish these settings, click "Create template" at the bottom of the page to be taken to the campaign editing screen.

Campaign Settings

Campaign settings provide extensive control over the customization and management of campaign templates. With these settings, Admins can define specific cut-off times, and lock certain features to maintain consistency across their organization.

Access campaign settings by scrolling over on a campaign in "Default" or "Template" view and clicking on the three vertical dots (breadcrumbs). You will also be able to establish settings in the campaign creation process.

It's important to note, that as an Admin, you will have more controls over templates that you import or create than campaigns imported by other users within your organization. As such, you will notice a difference in the settings options between your "Default" and "Templates" tab.
When customizing your settings, first establish some quick campaign details. Name or edit the campaign and set a unique image for the campaign logo. Across from "Cover Image," click on "Choose file," to upload an image file from your device.
Next, decide if you want to "Stop sequence when prospect responds," which effectively halts automated outreach if a prospect responds to campaign message event. This is typical in a converting when you are looking for a quick response from a prospect, but may not be appropriate for a nurturing campaign in which you are looking to drip our information and value over a longer period of time. It's importing to note if this button is toggled, Bonzo will automatically move this template into the "Converting," if left un-toggled, it will push the campaign to the "Nurturing" tab.

"Enable disclaimer" includes custom disclaimer language, which can be established in the Admin or Team Lead "Company" settings tab, in event messages going out to new prospects, effectively allowing them to opt. out.
If creating a campaign template, you will see settings that require you choose a campaign "type," either day based or date based.

For Day Based campaigns, a new prospect will begin on Day 1 and move consecutively through the days based on the cadence you've established.

For Date Based campaigns, since these days are tied to specific dates, a new prospect will begin based on when you dropped them into the campaign and will move consecutively through the days until the culminating end date.
The next section provides Admins with controls to lock certain settings, preventing teams across their organizations from changing core functionality of the shared template.

Locked Sequence: locks the ability for shared users to add days, event messages, or edit the content of messages, effectively preventing teams from editing the campaign.

Lock Disclaimer Settings: locks the above feature, "Enable disclaimer," requiring all event messages to new prospects include a company opt-out disclaimer.

Lock Stop On Response Setting for Users: locks the above feature, "Stop sequence when prospect responds," ensuring the campaign is either categorized as converting (enabled) or nurturing (disabled).
In "Sending" you'll be able to establish a "Cutoff time," which establishes a "Start" and "Stop" window for automated messages to be sent.

When editing "Default" campaign settings, you can also establish "Sending Days," which specify the days of the week when messages can be sent. For example, if an automated message is scheduled for a Sunday but Sunday is not included in the Sending Days rules, the message will be held until the next approved sending day
Finally, choose which teams can gain access to this template. Search for specific teams or scroll down the list and check multiple teams. You can also select, "Public access" to grant access to all teams across your organization.

Design & Customize Campaign Templates

When it comes to crafting your campaigns, the main editing screen is the central hub of activity. Here, you'll define the sequence of personalized touch-points or campaign events that users will have with their prospects throughout the campaign. These events encompass various communication methods like SMS, MMS, email, and voicemails, as well as internal tasks.

Add Days

When editing a new or imported template, click on the (+) icon next to "Days" to add days to your campaign. The number of days you add will determine the overall length of your campaign which will be listed in the grey box next to the (+) symbol.
You can change the order of days by clicking on the day and editing the Events "Day" field. When you change the order of days, the grey box will be updated with the new length of the campaign. Thus, by adding and editing days, you can establish a unique cadence for your campaign.

Add Events

To add a campaign event, click on the desired day, then click the plus sign in the top right corner. From there, select the type of event you want to create: Email, SMS, Voicemail, or Task.

It's important to note, Tasks are internal events that prompt action from users, typically to follow up with a prospect after events have occurred.
Below the add events button, you will be able to set a time for the first event to trigger. It's important to note, this time should be within the "Cut-Off Time" that you established in the campaign settings.

Additionally, this feature only applies to the days following Day 1. You cannot set a specific sending time for Day 1 because the first message is triggered as soon as a prospect is added to the campaign.
You can include multiple events per day, but it's essential to maintain a balance and avoid overwhelming your prospects. Keep your messages concise, compelling, and contextual to maximize engagement.

Note: To learn more about Tasks, click on the link below.
Admin: Tasks & Reports

Edit Events:

After you add Events, you can create and customize content by clicking on the actual event.

*Notice the pink line connects the Day to the Event to the Event Content to let you know exactly which Event message you are working on.
For text and email events, you can enhance your messages with Gifs, videos, and emojis.

Pay attention to video length recommendations, especially for MMS texts (around 20 seconds) and emails (around 2 minutes), to ensure optimal deliverability.

The bar beneath the message field provides insights into segment length, token cost, and character count, helping you optimize your message efficiently. Additionally, the blue status bar at the top of the edit screen shows the total campaign token cost if a single prospect receives all the event messages you've set up.

Note: To learn more about Tokens, click on the link below.
Tokens: General Overview

Utilize Merge Tags and Delay

Merge Tags pull specific data points saved in a contact's profile and seamlessly place it in a content field in Bonzo. As an Admin, when you add merge tags and share the campaign with your team, the merge tags will automatically pull data from each user's database. This ensures that the campaigns are personalized and unique for every user.

To add a merge tag within your campaign events, scroll down underneath the message field and click on "Show more" button to see a list of merge tags.

Click on the tabs at the top or utilize the search bar to find to find the specific tag you are looking for. Any custom merge tags that you created will appear in the "Custom" dropdown. Any custom fields that you created and made "Publicly Accessible" will appear in the "Fields" dropdown.
After selecting the appropriate merge tag, it will add it to your event message.

Delay ensures that your teams' event messages are properly spaced throughout the day; creating a natural feel to the frequency of their outreach.

To setup a delay in your event messages, scroll down past the text field, and click on the Delay dropdown.
You will be able to set up a timed delay for this event. This delay activates based on the last event message that's been sent. For example, in the image below, on Day 1 an email will immediately go out when the prospect is dropped into the campaign. Then, and SMS message will be sent 10 minutes later, and a Voicemail message 1 hour after that.

It's import to note, that delays will not send past cuttoff times established in your campaign settings (e.g. in the above example, if the cuttoff time is 5PM, and the SMS message goes out at 4:45PM, the campaign will not send the voicemail message as 1 hour later would be 5:45PM.)

Publish Template Campaigns

Once you've dialed in your settings, created your outreach cadence, and edited your event messages, you are ready to publish your template and make it available to teams across your organization.

Return to your Campaign home screen and click on the "Templates" tab. Here you should see your imported templates.
Under "Published," toggle the campaign on. This will make the campaign template available to the appropriate teams. Remember, you can edit access to teams within your organization by clicking on the three vertical dots (breadcrumbs) and going to the "Settings" page.

It's important to note that you won't be able to change the "Status" of your "Default" campaigns, as these are campaigns owned by other users across your organization.

Campaign templates are a powerful tool for Admins. They allow you to create and distribute campaigns that align with your organization's branding and messaging standards. By providing these templates, you enable your teams to efficiently reach out to prospects while maintaining a consistent and professional image.

Note: To learn more about the Admin, click on the link below.
Admin: General Overview

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