1. Go to the Campaigns tab and click "Create SMS Campaign".
  2.  This will present you with the following campaign creation options.
    1. Name: specifies the name/title of your Campaign
    2. Market: specifies the market applied to your Campaign
    3. Podio Push Email Address: specifies the CRM email address to push your leads to Podio. Additional information can be found in Pushing Leads to CRM
    4. Call Forwarding Number: specifies the number that your calls will be forwarded to. You may keep your master market call-forwarding number or enter a campaign-specific call-forwarding number in this field.
    5. Owner: you may select a campaign owner if you have multiple users in your account.
    6. Zapier Webhook: specifies the webhook address to push your leads to a designated CRM. Additional information can be found within Zapier Setup: Connect Sherpa to CRM!
    7. Skip Prospects Who Have Previously Responded: this provides filter options to skip prospects within your list that have already responded. This is defaulted to a "Yes" status to mitigate re-messaging people already in a conversation, but can be turned off if you want to recontact an entire list.
    8. Access: specifies which users you wish to have access to the campaign (Only applies to Staff and Junior Staff). Master Admins and Admins will have access to all campaigns regardless of access.
  3. Once all of your preferences have been finalized, click “Create Campaign". Upon upload, the system will verify phone type with 100% accuracy and queue up only the mobiles for texting.

Important: It’s vital to upload usable high-quality data. If you're not sure of your data quality, upload a small portion of the file. If you have at least 35% mobiles, upload the rest of the file. Upload credits are non-refundable

Lead Sherpa Tips: 

  • While loading the data is loading into Lead Sherpa, you can navigate away from the page and work on other campaigns.
  • If you have skip traced a file in Lead Sherpa, you can push the list directly to a Campaign via Skip Trace -> Push to SMS Campaign.
  • If you have skip traced a file from another source, you can add the list via the "Add Prospects" button in the top-right corner of the campaign.

For additional context please refer to the video below.