Campaign Basics

What is a campaign? 

Campaigns set the messaging and cadence for all automation that occurs for customers. Read on to learn more on how to use campaigns in Hatch 

Top Tips for Campaigns

  • Campaigns allow you to automate messages including texts, emails, and voicemail drops to be sent over a 30-day period. 
  • Campaigns are created for specific workspaces and are not shared across different workspaces. 
  • To launch contacts in campaigns, head to the Contacts page. 
  • Campaigns can be created from scratch or from a results-driven template. 

Navigating to Campaigns

From the left side navigation, click on the campaigns icon. Here you can see all the campaigns for the Workspace selected.

Screen Shot 2022-08-15 at 11.15.58 AM

Click into a campaign card to see the details or make edits. If you don't have a campaign yet, click Create Campaign in the top right to get started.

How it Works

  1. First, we build a campaign from scratch or using one of our results-driven templates. This is a series of text, emails, and voicemails that send over several days (up to 30 days).

    - In this example, we are using the Rehash Campaign Template to create a campaign.

  2. Contacts get launched into campaigns based on their CRM details and timing from the Contacts Page or through a Workflow. 

    - Contacts are launched into campaign from the contacts page.

  3. When contacts respond to the campaign messaging, they will pop up in the Inbound Column on the Board. 

    - Contacts that respond to campaign pop onto your Board.



Campaign Basics

Hatch Customer support is always available as a resource if you would like help on building on strategy or campaigns for your Hatch account. 

Here are some things you need to know: 

Create a Campaign: Check out how to create a campaign from a template with this quick demo

Edit or Update a Campaign: Edit a previously created campaign by clicking into a campaign card

Launch Contacts into Campaigns: Launch contacts into campaigns from the contacts page

Remove Contacts from Campaigns: Remove some or all contacts from campaigns