Tips & Best Practices

Quick Tips

1. Start with Channels: Set up the communication mediums you use most. See the Channels guide.
2. Organize with Categories: Use clear categories like “Events” or “Outreach.” Review Categories.
3. Keep Campaigns Simple: Begin with a title, dates, category, and color in Campaigns.
4. Use Descriptive Names: Name campaigns clearly, like “Easter 2024.”
5. Focus with Communications Schedule: Use this for single campaign planning inside a Campaign.
6. Get a Broad View with Calendar: Manage all campaigns simultaneously in the Calendar.
7. Save Time with Templates: Apply predefined schedules to your campaigns with Templates.
8. Adjust After Applying Templates: Customize as needed after applying a template.
9. Standardize Start Days: Start campaigns on the same day for consistency.
10. Use Existing Channels: Edit or delete preloaded channels as needed.
11. Experiment with Templates: Create templates for different communication levels.
12. Refer to Help Center: Check the Help Center for more detailed guidance.

Best Practices

1. Tiered Templates:
   • Create different templates for major events and smaller tasks to streamline scheduling and ensure appropriate communication levels.
2. Consistent Campaign Naming:
   • Use consistent and descriptive naming conventions for campaigns. This makes it easier to identify and manage them later.
3. Review and Adjust Regularly:
   • Regularly review your scheduled communications and adjust as needed. Flexibility is key to adapting your plans.
4. Optimize the Communications Schedule:
   • Use the Communications Schedule for detailed planning within a campaign, but don’t hesitate to switch to the Calendar for a broader overview.
5. Start with Essentials, Build Gradually:
   • Begin with the basic setup...Channels, Categories, and Campaigns...then gradually add more details and complexity as you become more comfortable with the app.

Additional Resources

For more detailed guidance, explore our Documentation. If you have further questions, reach out to us at [email protected].

Start organizing your communications more effectively today.