This guide is an introduction to Wunderkind’s On-Demand Segmentation Builder, which is available in our Connect platform. You can use On-Demand texts to reach users on their mobile devices, deliver them a targeted message, and drive them back to your site to convert.
Please reach out to your Customer Success Manager for additional questions or to request updates to this guide.
Log into Connect at: https://connect.wunderkind.co/
Table of Contents
Building & Activating Segments
Building your Segment
Before you start sending On-Demand text messages, you’ll have to specify the segment of customers you’d like to send your texts to.
- Navigate to the Campaigns > Segments page and click + New Segment.
- Give your Segment a Name, Description, select Text Messaging as your product, and click Next.
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Click Create Segment or File Upload, and then click Next.
- Selecting Create Segment allows you to create a segment based on opted-in phone numbers, collected by Wunderkind.
- Selecting File Upload allows you to upload a CSV file of phone numbers and emails from your CRM. We’ll only add subscribers in the file that are opted-in to receive text communications. You can also apply dynamic segmentation logic after uploading your file.
Create Segment
To create a segment, complete the following:
- Enter your Segment Conditions by clicking the + Condition button.
- Segment Conditions Include: Is Customer, Add to Cart Events, Conversion Events, View Category Events, View Item Events, Visit Events, Browser, Device, Geo Country, Geo Region, Customer Lifetime Value, Purchase Amount, Text Messages Received (in past X days), and Text Messages Clicked (in past X days).
- Change the grouping of the condition to OR or AND, or remove a condition by clicking the Menu Icon shown below.
File Upload
If you’d like to upload your subscribers, complete the following steps.
Note: You can upload a file of phone numbers and/or email addresses. If you only include email addresses in the file, we’ll verify if there is an opted-in phone number associated with each email address. If there’s a match, we’ll include those phone numbers in the segment.
- Click “Click to Upload a CSV File”. A dialog box will appear.
- Find and select the file you want to upload.
*Segments created with a CSV are static, meaning all users you want to include in the segment must be opted in before creating the segment.
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File Requirements: The CSV file must be formatted as follows:
- Maximum file upload size: 500MB
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Column headers must be formatted as the following:
- 1A. Phone Number and
- 1B. Email
- Phone number country code required
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Phone numbers and email must be plain text
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Accepted formats:
- 1-111-111-1111
- +11111111111
- +1 1111111111
- 1(111)111 1111
- 11111111111
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Accepted formats:
- You can download the File Template for more information.
Real Time Counts
- Real-time counts are available in Connect for on-demand text segments, providing instant visibility into the number of eligible text subscribers for that segment as targeting criteria are adjusted.
Activating your Segment
- Click Create Draft to be taken to the Segmentation Modal. From here you can make any additional changes to your segment, or click Activate to begin the processing period on your segment.
- Note: Segments automatically update every hour.
The segment will now appear on the Segment Listing page with a status of Processing. Once the segment is Active it can be used in On-Demand text message campaigns.
Campaigns
Building your Campaign
Now that you’ve made a segment, you can use that Segment to build an On-Demand Text Campaign.
- Select the On-Demand Text tab from the Text Messaging Campaigns page.
- Click + New Campaign to open the Campaign Builder modal.
- Enter a Campaign Name and click Next.
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Select the segment you want to use from the dropdown and click Next.
- The dropdown will only contain Active segments.
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Enter Text Body and your URL to populate your campaign.
- The maximum number of characters shown in the preview is 160.
- The brand name must be included in every on-demand text.
- The link must include https://
- Your previous UTM parameters will be automatically appended in the short link
*Note that the link(s) in the Preview are for illustrative purposes only and don’t reflect the actual destination of the redirect
- OPTIONAL: Click Enable MMS to upload a picture, GIF, or video message.
- To include a Contact Card in your On-Demand campaign, first write out your copy and clicking Enable MMS. Then you can either upload your Contact Card VCF file OR
- Create a new Contact Card directly in Connect
To Create a new Contact Card directly in Connect:
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Fill in the required information, including Company Name, Website URL, Email Address, and Phone Number
- Your Website URL must begin with http://www.
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Optional: Address, Logo, and Notes
- Your Logo must be less than 250 Kb
- The Notes field can be used to give a description of what can be expected from your text program i.e., get the latest news on our product launches and site wide sales directly to your phone!
*Connect does not store the contact file for future use with other campaigns. Be sure to save your contact as a VCF file on this computer for future use!
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Add any Tracking Information, if applicable, and click Next,
- The Campaign UTM is intentionally left blank. Name is something simple. If you leave it blank it will be (not set) in Google Analytics.
- The Medium, Source, and Term UTMs have default values filled in.
- Choose Now, Send time, Smart send, Send Time in User Time Zone, Recurring send, or Recurring Send in User Time Zone from the Send Details drop down list.
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Selecting Send time allows you to schedule the text at a later time.
- We recommend sending at a time that is not on the hour, quarter, or half (e.g.,“15:53 EST”).
- When you schedule a send, it’s scheduled in your local time (based on your IP address).
- We recommend limiting your send times to 12PM Eastern - 9PM Eastern (or alternately 9AM Pacific - 6PM Pacific).
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Selecting Send time allows you to schedule the text at a later time.
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Selecting Send Time in User Time Zone allows you to schedule a text in a text subscriber's local time zone.
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- If you select the Send Time in User Time Zone option, you may freely choose a time from 9AM to 9PM, and we will send at that time in the user's time zone, based on the cell number's area code.
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When this option is selected, we "schedule" the sends 24 hours in advance. If we don't schedule ahead of time, then we can't send at the right time for each time zone effectively. Therefore, 24 hours is a safety precaution.
- You can also choose this option for recurring campaign sends in the drop down list.
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Selecting Send Time in User Time Zone allows you to schedule a text in a text subscriber's local time zone.
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Selecting Smart send sends each user a text when they’re most likely to personally engage. It uses an individual’s browsing behavior on your website to determine when to send a message. More information can be found here.
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Start Time: Select the date and time the Smart Send will initiate.
- Smart scheduled campaigns take 24 hours to complete, starting then.
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Quiet Period: Specify the time range users should not receive SMS messages.
- Just like a standard send, the Quiet Hours are in your local time.
- Note: To ensure compliance with the Telephone Consumer Production Act (TCPA), the quiet period is configured to start a 6PM and end at 11AM, so nothing goes out before 9PM on the West Coast or after 8AM. If quiet hours are removed, the following error will occur: Quiet Hours are legally required and are enforced at the customer’s timezone. Because campaigns are configured at the user’s timezone, the recommendation is to set Quiet Hours that work across all customer timezones (e.g., 6pm-11am).
- Default Time: Select the date and time to send to subscribers whose site activity is unknown or falls within the quiet period range.
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Start Time: Select the date and time the Smart Send will initiate.
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Selecting Smart send sends each user a text when they’re most likely to personally engage. It uses an individual’s browsing behavior on your website to determine when to send a message. More information can be found here.
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Selecting Recurring send will allow you to schedule a campaign on a recurring basis.
- Select the Cadence (Once per day, Custom days per week, First day of the month, Last day of the month, Custom days per month, custom days every other week)
- Select your Start Date & Time (i.e., when the message should begin sending).
- OPTIONAL: Select your End Date & Time (i.e., when the message should stop).
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Once you have selected when to send your campaign, you can Finalize the campaign or Save As Draft.
- Selecting Finalize means that your campaign will be saved as-is.
- Selecting Save As Draft allows you to pick up from where you left off later on.
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To test your campaign, save your campaign as a draft. Select it from the list of campaigns, and click Actions > Review in the top right. On the Review page, Connect users can enter up to 10 cell phone numbers to trigger a test send in the field called “Test Recipients”.
- The numbers must include the country code and cannot contain dashes. For example, “+12345678911” and “12345678911” are formatted correctly, whereas “+1234-567-8911” is not.
- For test on-demand sends, we do not perform a subscription check. The client is responsible for providing the correct phone numbers.
- We prepend “Test:”. to the body of the text message. This copy is not accounted for in the browser preview, the character count, nor the segment count section of the Review page.
- Messages will deliver at least within a few minutes, but usually within a few seconds.
Canceling and Editing your Campaign
The Text Messaging Campaigns page allows you to preview, edit, or cancel On-Demand SMS Campaigns.
- To cancel, Click on a campaign to expand your view and see more details.
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Click Cancel Text.
- Note: Only scheduled campaigns can be cancelled.
- To edit your campaign, click the checkbox on the left side of the page. Note: You can only edit a campaign > 5 minutes to scheduled send time.
- Once you have selected the checkbox, click the Actions drop-down menu in the upper right corner of the page. Then, select Edit.
FAQ
Q. The SMS Page is grayed out/unclickable, what do I do?
Reach out to your Customer Success Manager to have them enable access.
Q. Why can’t I send an MMS greater than 500KB?
Mobile Carriers (like Verizon) will down-res anything from 601KB - 5MB. To get the best preview of how your MMS will look, we recommend managing the file size yourself. Additionally, the smaller your message size, the better your delivery rates.
Q. What files work for an MMS?
JPG, PNG or GIFs all work fine
Q. What happens if I don’t use a UTM parameter?
The campaign will come up as (not set) in GA, which is not ideal. Similarly, we don’t recommend changing the greyed-out parameters for data hygiene as well.
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