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.

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Creating a Campaign

1. Go to Client Outreach in the sidebar

2. Click + Create Campaign

3. Fill in the form:

Basic Settings

Field	Required	Description
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

Field	Default	Description
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

Field	Description
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

1. Click Create Campaign

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Template Variables

Use these placeholders in your messages - they'll be replaced with actual values:

Variable	Replaced With
{applicantName}	Person's full name
{shelterName}	Your shelter name
{organizationName}	Your organization name
{applicationId}	Application reference number

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Campaign Cards

Each campaign displays as a card showing:

Element	Description
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

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Managing Campaigns

Action	How	Description
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

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Campaign Analytics

Track effectiveness with these metrics:

Metric	Color	Description
Sent	Blue	Total messages sent
Clicked	Green	Link clicks
Delivered	Purple	Successfully delivered
Applications	Orange	New applications from outreach

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Empty State

If you have no campaigns yet, you'll see a prompt to create your first campaign.