How to Create a Campaign Message

This guide explains how to create a campaign message, choose the right audience, send a preview to yourself, and track delivery status.

Step 1: Open Campaigns

1. Log in to your Healthy Together admin portal
2. On the left-side menu, select Campaigns
3. In the top-right corner, click Create

Step 2: Fill Out the Three Required Message Fields

When creating a message, you’ll complete three fields:

1. Message Name (for your internal reference)
2. Audience (who will receive the message)
3. Message Text (the SMS content)

Step 3: Choose Who Will Receive the Message

Default audience: All Primary Contacts

By default, the audience is set to All Primary Contacts. This includes:

• All households and farms in your system
• Only those who have agreed to receive SMS

To target a specific group: Create a New List

If you want to message a specific group (for example, farmers in one county), you’ll use filters:

1. In the audience section, select Create New List
2. Choose a base audience
   • You’ll see options like WIC participants and farmers
   • For a farmer-only message, select Farmers
3. After selecting the base audience, look for Workspace Filterable Fields
4. Open the dropdown and choose one or more filters
5. Click Add Filter
6. Use the dropdown options to narrow your audience (example: county)

Tip: Spend a minute exploring what’s available in the filters—there may be helpful options beyond what you expected.

Step 4: Write Your Message Text

Now craft the message you want to send. Campaign messages can be used for things like:

• Event reminders
• Schedule or location changes
• Program updates
• Reminders to spend remaining benefits before they expire

Tips for writing a good campaign message:

• Keep it clear and specific
• Include the key “what,” “when,” and “what to do next”
• Avoid jargon—write the way you’d explain it in person

Step 5: Preview by Sending a Test to Yourself

Before sending to your full audience, you can preview the message formatting and delivery by sending a test message to yourself. This helps confirm:

• The wording looks right on a phone
• The message length is reasonable
• The call-to-action is clear

Step 6: Name and Send the Campaign

1. Confirm the Message Name is something you’ll recognize later (example: “FMNP County Reminder – Feb 2026”)
2. Double-check the audience filter (who you’re messaging)
3. Click Send

After you press send, the message should be delivered to your selected audience within about 10 minutes.

Step 7: Review Campaign Status After Sending

After sending, you can view results including:

• The status of the message
• How many people were included in your filter (your audience size)
• How many messages the networks were able to deliver successfully

This is useful for confirming reach and spotting delivery issues.