How to Create a Campaign

Creating a campaign on is easy, so you will have your first campaign up in no time.  Just follow these simple instructions.

Logon at using the credentials that you were assigned.

Login Screen

Click the green + New Campaign button

Create your campaign:

1. Enter the Campaign Display Name. This is displayed on the top line of the web form and not sent in the email.
2. Enter the Targeted Leaders Display Name. This is the second line of the web form and not used in email.
3. Enter the Recipients, a comma separated list of emails.
4. Enter the email subject line in  the Subject field.
5. Enter the email message in Message Many keyboard characters are supported, but not all of them. Feel free to add whatever you want, but always view the resulting email before publishing the link.
Warning: The more non-standard characters you use, the more likely your message will be flagged as SPAM.
6. Click the blue Submit button. If there are any entries that need to be fixed, the app will let you know.
If you are the first administrator for your organization, we have loaded a sample campaign into your account. Feel free to delete it when you are finished checking it out.
Back on the main Campaigns page, you will see your new campaign at the top. To preview the web page, simply click on the top link (highlighted in blue) in the ID field. This is a valid link for you to use, but if you are sending out the link in a text message, it would be better to use the second link labeled short link. If you click this link it will load into your clipboard for you to paste.
Dashboard Overview
If you have any questions, we are just an email away!


How are emails sent?

Messages are sent from the personal email accounts of those who click on your links and visit the campaign pages. Since they are not sent from one central location there is a much greater chance that the emails will be delivered and opened. The emails will appear in their Sent folders just as any other email would appear that originated from a user's device.

Where do undeliverable emails go?

Since the emails are sent from the individuals' email accounts, the bounces will go there. This is why you should always test the campaigns yourself first to ensure all email addresses are valid. A large number of incorrect email addresses may affect deliverability.

Is any private information collected? cannot see anything typed into the outbound emails because the messages are spawned in personal email accounts on the individuals' devices (computers and mobile devices), so no email content is ever collected. To ensure the system is performing correctly we do capture IP addresses, but this data cannot be tied to any name, address, phone or other private information. It simply tells us what cities are responding and how many times someone visits a campaign page.

Why doesn't the one-button click work every time?

ContactReps uses a "mailto" link to simplify the process of pre-filling email messages. A mailto link is a Uniform Resource Identifier (URI) standard for email addresses. It is a type of HTML link/URL that activates the default email client (Gmail, Outlook, etc.) on the device for sending an email.

As the email message is generated and sent to a multitude of browsers, operating systems and device types it's simply impossible to support every configuration. There is no industry standard to pass the message, subject and recipients as a link to every email program. That is why there are three buttons to copy/paste as a fallback.

For example, Microsoft Internet Explorer and Edge supports 2,083 characters and Safari supports 80,000 characters. In general, the shorter the message, the more potential it will work with the one button click. Also, keep in mind that the data set passed to the email program also includes the subject and recipients. Some messages include dozens of recipients. The complete message can consist of several thousand characters which exceeds the capacity of some browser/operating system/device combinations. This is a limitation in the browsers for Windows, Mac, Linux, Android, iOS, Blackberry and every other operating system.