Creating an Engage Campaign in PhoneRaise

Creating a Campaign

  1. 1. Once you are logged in at app.phoneraise.com click on New Campaign

    If you do not see the new campaign button, click on your initials in the top right corner, click on campaigns, and then click on new campaign.

    Once you are logged in at app.phoneraise.com click on New Campaign

Adding Contacts

  1. 2. Select the Engage Campaign Type, Name your Campaign and click Create

    Select the Engage Campaign Type, Name your Campaign and click Create

  2. 3. Select Your Newly Created Campaign

    Select Your Newly Created Campaign

  3. 4. From the contacts section click on Add Contacts

    From the contacts section click on Add Contacts

  4. 5. Click on Import Contacts

    This allows you to import a list of contacts from a CSV file.
    You can also connect PhoneRaise to Salesforce or Bloomergang to sync data from your CRM

    Click on Import Contacts

  5. 6. Select Add Contacts

    Select Add Contacts

  6. 7. Click on Upload data from file and select your file

    Click on Upload data from file and select your file

Assigning Users To A Campaign

  1. 8. Confirm the field mapping

    PhoneRaise automatically tries to Match the imported field with the PhoneRaise field. If the match is correct, you can confirm mapping. If you do not want to bring a field into PhoneRaise you can ignore the column

    Confirm the field mapping

  2. 9. Create Custom Field Mappings

    If PhoneRaise does not recognize the field you can create a custom field to bring the data into PhoneRaise.

    Create Custom Field Mappings

  1. 10. When all Fields are mapped or ignored click on review

    When all Fields are mapped or ignored click on review

  2. 11. Click on Continue

    Click on Continue

Assigning Users to Contacts

  1. 12. Click on the Users Icon

    Click on the Users Icon

  2. 13. Click on ADD USERS

    Click on ADD USERS

  3. 14. Click on Search users to add

    Click on Search users to add

  4. 15. Click on the User you would like to add to a campaign and then click add

    Click on the User you would like to add to a campaign and then click add

Adding Touchpoints

  1. 16. Click on Contacts

    Click on Contacts

  2. 17. To add contacts to a donor journey, select the desired contacts and click on Add Donor Journey on the side.

    To add contacts to a donor journey, select the desired contacts and click on Add Donor Journey on the side.

  3. 18. Select the Contacts to assign

    Select the Contacts to assign

Accessing the Mobile App

  1. 19. Download the PhoneRaise App

    Apple App Store
    Google Play Store

  2. 20. Click on Assign users

    Click on Assign users

  3. 21. Select the User to assign to the contacts and click submit

    Select the User to assign to the contacts and click submit

  4. 22. Select the contacts that you want to assign touchpoints to

    Select the contacts that you want to assign touchpoints to

  5. 23. Click add touchpoint

    Click add touchpoint

  6. 24. Select the activity type, due date, and enter the description

    Select the activity type, due date, and enter the description

  7. 25. To create a donor Journey go to campaign settings and select Donor Journeys

    To create a donor Journey go to campaign settings and select Donor Journeys

  8. 26. Create a series of touchpoints and how many days, weeks, or months should be in between touchpoints.

    Create a series of touchpoints and how many days, weeks, or months should be in between touchpoints.

  9. 27. Choose how many touchpoints can be assigned per day and what days to assign touchpoints to.

    Choose how many touchpoints can be assigned per day and what days to assign touchpoints to.

  10. 28. Access the User ID by clicking on the message icon next to the user

    Access the User ID by clicking on the message icon next to the user

  11. 29. Send the user ID via SMS to the User's phone number

    Send the user ID via SMS to the User's phone number