Campaign Settings

SMS Campaigns is an exciting new way for you to engage with customers! But to text with your customers, you first need to get their written consent.

In this guide you’ll find information on what is included in the Campaign Settings.

Signup Campaign Automation

The Signup Campaign Automation allows you to automatically build your opt-in SMS list. This automation piggy-backs on the review request flow by asking for written consent for promotional SMS after receiving a positive 1st-party review (7+ NPS or 4+ stars) from someone with a phone number on file in GatherUp.

Build a compliant SMS list by asking your happy customers on an ongoing basis with the Signup Campaign Automation.

1. Log in to your GatherUp account.

2. Click Settings and choose Campaign Settings

3. To turn this Automation on, click the toggle to ON

When this Automation is turned on a recipient who leaves your business or client a positive 1st-party rating, will receive a text asking them to opt in. For example, the default text says:

[Business name] Thanks for your feedback! Want to receive our text promotions? Reply y to subscribe. Reply STOP to unsubscribe

If the recipient replies Y they will get a message that says:

Great! You’ve subscribed to [Business name]. Reply “STOP” to unsubscribe. Message and data rates may apply.

At this point you have the contact's consent to send them marketing text messages, such as upcoming events, exclusive discounts, referral campaigns, etc.

If Recipient replies N or STOP, they get a message that says:

Ok, you won’t receive any more messages from us. Reply “Y” or “start” any time to resubscribe.

Edit the Automatic Signup Request copy

We heard feedback from customers and quickly made the opt-in language editable. There are requirements for sending promotional text messages. You must include the business name, an action to subscribe (Reply Y) and way for the contact to opt out (Reply STOP).

However, we know that gaining opt-in requires trust and therefore the business needs to explain to customers what in fact they can expect to receive if the contact does opt in.

To edit the opt-in language simply click Edit when the automation is toggled ON.

Now you'll see the signup request text is editable.

Note: Company name and the Reply Y/STOP language is required and therefore uneditable.

Click SAVE when finished.

When the toggle is ON, an SMS signup message like the one you just edited will be sent AFTER a customer leaves you a positive 1st-party review.

User Permissions

This Automation is set at the Account level or Client level for Agency accounts. If the toggle is ON, any location within that Account or Client will have the Automation turned on.

User Permissions:

• Admins, Agency Managers, and Managers have full access to turn the Signup Campaign Automation on or off.
• Users with Team-level access can access the Campaign Settings page, but will not be able to enable or disable the Automation.
• Users with Contributor or Read-only access will not see Campaign Settings in their Settings menu and thus will not be able to toggle this automation on or off.

Agency Client Controls

Agency control can be accomplished under the Account Settings in the upper right corner by clicking the user name. Then select Client Feature Selections.

Now choose to turn on/off for all clients or select which clients will have access to the Campaign Settings feature.