Building Your Campaign

About

The builder gives you a shell; the Editor is where the campaign becomes real. It’s a single screen with a persistent left rail and three sections — Audience, Message sequence, and AI auto-reply. Everything you change stays local until you press Save changes in the header, which saves the whole campaign at once.

The left rail always shows your live Reach (contact count) and Touches (number of messages), the recipient-local Quiet hours window, the attached purpose, and links to the three sections.

Editing is draft-only — and that's on purpose

You can freely edit a campaign while it’s a Draft. The moment it launches, the Editor becomes read-only so a live send can never shift underneath your recipients mid-flight. Shape it fully before you launch; to change a live campaign, pause or duplicate it.

Section 1 — Audience

Each campaign has its own set of contacts — “The people this campaign texts.” You add them here by uploading a CSV; there’s no separate list to pick from.

• Upload a CSV — “Enroll new people in this campaign.” Bring in a fresh file of contacts.
• Previous uploads — re-use a file you’ve already uploaded instead of preparing a new one.
• Enrolled contacts appear in the table below, and the rail’s Reach count reflects how many people the campaign will text.

Each campaign owns its contacts

A campaign’s metrics — delivery, reply rate, intent — all describe this contact set, so campaigns stay cleanly comparable. Want to run the same messaging against a different set of people? Duplicate the campaign and upload the other file to the copy.

Section 2 — Message sequence

This is the drip builder and the heart of the Editor. A sequence is a series of touches. The first sends the instant a contact enters the campaign; every later touch waits a set number of days and only fires if the contact hasn’t replied. The goal is a few gentle, well-spaced nudges — not a barrage.

Anatomy of a touch

• Timing — the first touch is labeled “Sends immediately.” Each following touch shows “Waits N days” with a stepper you can set from 1 to 30 days. Spacing touches a couple of days apart reads as human and keeps you clear of carrier rate limits.
• Who it goes to — the first touch carries an Everyone badge; follow-ups carry If no reply. As soon as someone replies, their remaining follow-ups stop automatically — the AI takes the conversation from there.
• The message body — written in the composer, with merge fields and spintax so no two sends read exactly alike.

Add another message appends a follow-up (defaulting to a 2-day wait); the trash icon removes one. The first touch always sends immediately.

Merge fields & spintax — why every text is unique

The composer has two power tools, and using them well is the single biggest lever on your results:

• Merge fields — Insert Variable drops a token like {first_name} or {property_address} at your cursor. At send time each token is filled from that contact’s record, so every message is personal.
• Spintax (spinners) — Insert Spinner adds a [option A|option B] group. At send time one option is picked at random, so the same touch produces dozens of distinct wordings across your list.

As you type, the composer highlights tokens in teal and spinner groups in purple, and shows two live readouts: a segment/character count (2 segments · 206 chars) so you can watch SMS length, and a variation count (~16 variations) so you can see how much diversity your spinners create.

Spin the opening, especially

Carriers dampen large volumes of identical texts. A first touch with a few spinners across the greeting, the ask, and the sign-off can yield dozens of unique variations — which lands better with carriers and reads far more like a real person than a copy-paste blast. Aim for a variation count comfortably above 1.

Quiet hours — compliance you don’t have to think about

The rail’s Quiet hours block controls when sends are allowed, in each recipient’s local time. The default window is 8:00 AM – 9:00 PM; tap edit to adjust with the two time pickers. Sends outside the window are held until it opens.

Why it's recipient-local

Texting someone at 7 AM their time is both a bad first impression and, in many states, a legal problem. Because the window follows the recipient’s timezone automatically, a single setting keeps every contact in a respectful, compliant window no matter where they live.

Section 3 — AI auto-reply

Bulk outreach lives or dies on the follow-up. The AI auto-reply section configures an assistant that answers inbound replies in your voice around the clock — “How the AI replies to inbound responses, and when it hands off or disqualifies a contact.” It has three parts.

1. How it replies

   A single prompt sets the assistant’s voice and goal — it’s used on every inbound reply. Be specific about tone (warm, brief, no hard sell), what it may say (offer range, timeline, process), and the outcome you want (usually: book a call).

2. When to hand off

   Escalation rules are the safety valve. When any rule matches, “the AI wraps up with a short closing, stops replying, and passes the conversation back to you.” Under Escalate when you list the moments a human should take over — they ask for a human, want to schedule, or ask something only you can answer. You also choose who gets notified: teammates, a webhook, or a contact workflow that fires on the hand-off.

3. When to disqualify

   Disqualification rules keep your pipeline clean. When one matches, “the AI marks the contact a bad fit and stops trying to engage them.” Under Disqualify when you describe the exits — they ask to stop, get hostile, or aren’t engaging seriously. Opt-outs are always honored; these rules simply let you codify the other dead-ends.

The division of labor, in one line

The AI handles the first line; you handle the close. It answers instantly, filters noise, escalates real interest, and drops dead-ends — so your team spends its time only on conversations that are ready for a human. Escalate the moment a seller shows genuine interest or asks for a time, and wire notify to your acquisitions channel so hot leads hit someone’s phone in seconds.

Launching

When the campaign is ready, press Launch in the header (shown only while it’s a Draft). If the purpose is still with the carriers, the campaign stays a draft — it won’t send on its own. Once the purpose is approved, come back to the campaign and press Launch again. After launch, follow the send from the Live Console.