How to Schedule Campaigns on Trellis Messaging

Scheduling your email and SMS messages allows you to plan ahead, saving time and ensuring smooth communication during your fundraiser. In this guide, we'll walk you through how to set up message scheduling in Trellis.

Getting Started

• Log in to your Trellis account.

• Click Messaging from the left-hand panel

• Follow the instructions to set up and edit the content of your campaign. 

Schedule Your Campaign

• In the Send Campaign section, select Schedule for Later.

Choose a Schedule Type

You have two options:

• Custom Date and Time
  Pick an exact date and time. This will remain fixed unless you update it before the campaign is sent.

• Relative to Fundraiser Date and Time

  Align your campaign timing with key moments in your fundraiser (e.g., ticket launch, auction open).

Setting Up a Relative-Time Campaign

• Select the fundraising driver you'd like to base your campaign on. 
  Note: Only live drivers on your page can be selected.

• Choose when to send your message relative to that driver.

• Click Schedule Send.