1. Go to the Campaigns tab.
  2. Click “new.”
  3. Name the campaign—we suggest including the date.
  4. Turn on (or off) checking messages for auto dead—not sure what this is? Search for our “Auto Dead” article.
  5. Enter your Podio email address (if you have one).
  6. If you have a Zapier webhook set up, select the webhook you would like this campaign to use.
  7. Select your market to use that market's local phone numbers (ex. Denver).
  8. Click “create campaign."
  9. If you've skip traced a file in Sherpa, go to the skip trace tab and push the list to campaign.
  10. If you have a file skipped from someone else, click the "upload" button in the campaign and upload the list.


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


Tip: While loading the data is loading into Sherpa, you can navigate away from the page and work on other campaigns.


To see how we do it, watch this YouTube video.