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📘 SalesRevv Training: Creating a Text Campaign

Create, send, and track targeted text campaigns in SalesRevv’s Campaigns section.

Introduction

The Campaigns section in SalesRevv allows you to create and manage text campaigns (sometimes called “blast messages”). Campaigns let you reach a group of clients at once with targeted communication, while tracking results like delivery rates and failures.


What the Campaigns Tab Does

  • Shows a dashboard of past and upcoming campaigns with titles, send dates, delivery rates, and statuses (sent, scheduled, drafts, canceled).

  • Provides filters to quickly view campaigns by status.

  • Allows you to create new campaigns, customize recipients, and compose messages.


Creating a Text Campaign

  1. Start a Campaign

    • Go to Campaigns → Create Campaign.

    • Enter a campaign name and optional description.

  2. Add Recipients

    • Pull recipients from your POS system (e.g., client types, membership status).

    • Use SalesRevv filters (e.g., tags, Pipelines, AI assistant, prospect types).

    • Narrow your audience by timeframe (e.g., new prospects in the last 7 days).

    • Add up to 2,000 recipients at a time.

    • Total selected recipients are shown at the bottom.

  3. Compose Your Message

    • Type your message in the text box.

    • Use emojis or variables (like first name) for personalization.

    • Insert a saved template if desired.

    • Segment count is displayed automatically.

  4. Schedule or Send

    • Choose Send Now, Schedule for later (specific date and time), or Save as draft.

    • The system pre-scans your list to exclude invalid phone numbers so you don’t waste segments.


Important Notes on Segments

  • SalesRevv bills by message segments, not messages.

  • Emojis, links, and longer text increase the segment count.

  • Segment usage and overages are always displayed at the bottom of the campaign builder.


Pro Tips

  • Use filters to narrow your audience to the most relevant clients (e.g., new leads from the last 7 days).

  • Keep campaigns short and personalized to reduce segment usage and improve response rates.

  • Save common campaign formats as templates to speed up future outreach.

  • Always check the segment counter and recipient validity before scheduling or sending.

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