Client Outreach Campaigns
Page Header: "Client Outreach - Proactively reach out to people with pending inquiries to offer shelter availability"
Automate follow-up communication with applicants.
Creating a Campaign
Go to Client Outreach in the sidebar
Click + Create Campaign
Fill in the form:
Basic Settings
Campaign Name
Yes
Internal identifier
Description
No
What this campaign does
Send Time
Yes
When messages go out (HH:MM format)
Frequency
Yes
Daily, Weekly, or Custom
Days of Week
If Custom
Which days to send (checkboxes)
Targeting
Look Back (days)
7
How far back to look for inquiries (1-30 days)
Max Messages Per Person Per Day
1
Daily limit per household
Include Inquiry Statuses
-
Which statuses to target (Pending, Approved, Denied)
Message Content
Email Subject
Subject line for emails
Email Body
Email content (supports variables)
SMS Body
Text message content (supports variables)
Include Application Link
Toggle to add link back to their application
Click Create Campaign
Template Variables
Use these placeholders in your messages - they'll be replaced with actual values:
{applicantName}
Person's full name
{shelterName}
Your shelter name
{organizationName}
Your organization name
{applicationId}
Application reference number
Campaign Cards
Each campaign displays as a card showing:
Active/Inactive Badge
Toggle with Play/Pause button
Campaign Name
Title
Description
If provided
Send Time & Frequency
When it runs
Target Window
Look back period
Stats Grid
Sent, Clicked, Delivered, Applications
Last Run
When it last executed
Preview
View sample message
Analytics
Detailed stats
Managing Campaigns
Activate/Pause
Toggle Play/Pause
Turn campaign on/off
Edit
Click campaign card
Modify configuration
Preview
Preview button
See sample message
View Analytics
Analytics button
See detailed stats
Delete
Edit → Delete
Remove the campaign
Campaign Analytics
Track effectiveness with these metrics:
Sent
Blue
Total messages sent
Clicked
Green
Link clicks
Delivered
Purple
Successfully delivered
Applications
Orange
New applications from outreach
Empty State
If you have no campaigns yet, you'll see a prompt to create your first campaign.
Last updated