How to Create and Set up a Messaging Campaign

In this article, we'll walk you through how you can send email and SMS messages through Trellis. This feature will allow you to save time communicating to donors, while enhancing the experience.

Prefer to learn through video instead? We've got you covered! 

Let's jump right in! 

Accessing Messaging on Trellis 

1. Log in to your Trellis Account
2. Click Messaging on the left-side panel
3. Click Create Campaign to get started 
   1. Choose whether to use a Trellis template or start from scratch.

Create a Campaign 

1. Enter a Campaign Name (for internal use only; it will not be visible to donors).
2. Select the Fundraiser associated with this email campaign.
3. Choose your Recipient Group, the individuals who will receive the email.
   1. If you are sending messages related to your event, you can even customize which ticket types will receive the message!
4. Toggle the Message Channel depending on the type of message being sent. 
   1. Note: SMS is available only on certain Trellis plans.
5. Click Next. 

Edit Campaign Content

1. Complete the fields and add your campaign details.
2. Click here to learn how to use Merge Tags and Direct Links to enhance your messages.
3. If applicable, select any PDFs to be sent with your email to each donor.
4. Click Next.

Send Your Campaign

1. Add your email address to send a test email to yourself. This allows you to proofread the email and ensure all links are functioning correctly.
   1. Use the Send Test option on the right to send the test message.
2. Choose whether to send your message immediately or schedule it for later.
   1. Note: Scheduling is available only on certain Trellis plans. Click here for more information on scheduling.
3. Press Send Campaign.