Change campaign settings
Customize your campaign settings and user roles to optimize its performance and achieve your needs.
Before you begin:
You must be set up as a user and be assigned the admin role.
General
- Include my company name: Include your company name at the start of a campaign message. The company name can be edited in the variables settings.
- Include an opt-out message: Enabling this feature will automatically remove a contact from the campaign if they reply with "STOP, END, CANCEL, UNSUBSCRIBE, or, QUIT".
- Send a confirmation when a contact opts out: Enabling this feature will send a confirmation message to the contact when they opt-out of a campaign.
- Assignment: (This feature may not be available with your plan)
- When disabled, your inbox will be in Open mode and allow multiple team members to respond to a message(s) in the inbox without it being assigned to one individual. Agents cannot assign a message to themselves when using open mode.
- When enabled, your inbox will be in Assignment mode and allow an agent to assign a message to themselves. Agents will not be able to respond to a message in the inbox until they have assigned the conversation to themselves.
Note: Managers also have the ability to manage their team members' conversation assignments.
Variables
- Account variables: Add your account information such as company name, address, email and phone number. Team members can use these variables in a campaign and inbox messages.
- Contact variables: Contact variables allows you to personalize your campaign with the contact's name. If a contact does not have a value for one of the variables, you can add a default value.
Users & roles
Users are assigned a role per inbox. Hover over a user and then select
to edit that user's role for specific inboxes.

- Team member: Can access the inbox and respond to messages.
- Manager: Can manage campaigns, templates, and surveys as well as feature settings, such as inbox settings, campaign settings, and role assignment.
- Admin: Can enable CE user licenses and manage user roles from the admin portal. This isn't a role that can be assigned from this section.