Atmosphere® Engage Quick Start Guide for Small Business Recovery Users

Overview

Atmosphere® Engage provides a simple and effective way to send bulk SMS (text messages). In Engage, we refer to your communication outreach as ‘campaigns’. Follow the steps outlined below to get started! If you need help along the way, email us at SmallBusinessTaskForce@intelepeer.com.

Getting Started

Log in to your IntelePeer account through the IntelePeer Atmosphere® CPaaS Portal (https://atmosphere.intelepeer.com). Find and click Engage in the bar menu at the top of the page to get started.

Homepage

When opening Engage, you are brought to the homepage.

At the top left-hand side of the screen, there are two options in the collapsible menu.

  • Campaigns: Click Campaigns to view your existing campaigns, create new campaigns, run a campaign, or delete a campaign.

  • Lists: Click Lists to view your existing lists, create and upload a new list, add contacts to an existing list, or delete a list.

Create a Campaign

To create a new campaign, click the plus sign button at the top of the homepage. The New Campaign screen opens.

Note: The first time you open the New Campaign screen, a welcome message appears at the top of the page.

Fill out the form. Fields with an * are required and your campaign is only saved if they are filled out.

  1. Name your campaign.

    • The name appears in the table on the homepage and on the top of the form (New Campaign:).

  2. Provide a campaign description.

    • This field is optional. If you choose to provide a description, it appears in the table on the homepage once the campaign is saved.

  3. Add your list(s).

    • The list determines the campaign recipients.

    • You can choose one or multiple previously uploaded lists from the drop-down menu of Current Lists Available.

    • Or click upload to create and upload a new list.

    • See the Campaign Lists section below for more information.

  4. Select the type of campaign.

    • Select Text (SMS) and Small Business Outbound SMS.

  5. Decide when you want to run the campaign.

    • You can choose to run the campaign manually from the homepage or set up an automatic schedule for future deployment. If you want to send out your SMS campaign right away, skip this part.

    • Use the Schedule Builder to select the campaign start and end dates and time windows.

  6. Create or edit the content of your campaign.

    • This section is automatically customized based on the type of campaign you selected.

    • Enter exactly what you would like your SMS/text message to say in the text field (SB message/verbiage).

    • Remember to let your customers know who is sending the message (i.e., identify yourself/your business in the text message). In your first message be sure to include the following: “Reply STOP to opt-out of receiving further messages”. This ensures your contacts who don’t want to receive messages are able to opt-out of future campaigns.

  7. View or edit the fields in your list(s) headers.

    • This section is automatically filled based on the list(s) you selected. You can disregard this section.

  8. Assign the number you want to send your campaign from.

    • Click the magnifying glass icon to choose a number from your inventory.

    • As a part of your package, you’ve been provided with one phone number to use for sending out SMS campaigns.

  9. Click Save Draft or Publish.

    • Save Draft:

      • You can click Save Draft at any time to save your progress. Your campaign now appears on the homepage in Draft status and can be completed or edited whenever you have time.

    • Publish:

      • Your campaign is validated to ensure all required fields have been completed. Once it passes validation your campaign is ready to run!

      • If you elected to manually run your campaign: Click the Run Campaign button to immediately run the campaign or click the green arrow button on the homepage at any time to run the campaign. The campaign status is Published.

      • If you scheduled your campaign: Your campaign automatically runs according to your day and time specifications. The campaign status is Scheduled.

Run a Campaign

Navigate to the Campaigns homepage. All existing campaigns are listed on this page. Campaigns in Published status have a green ‘Run’ arrow button on the right. Click this button to execute the campaign. The status is automatically updated to Active while it’s running.

Note: Scheduled campaigns don't have a Run button because they are already scheduled to deploy at a specified time. Their status is Scheduled, automatically updating to Active while running.

Campaign Lists

Lists determine who receives your campaign. On the Lists page you can view all existing lists, create and upload a new list, add contacts to an existing list, or delete a list.

Create and Upload a New List

To create and upload a new list, click the plus sign button. The New List page opens.

Fill out the form. Fields with an * are mandatory in order to save your list.

  1. Name your list. The name appears in the table on the Lists page and at the top of the form (New List:).

  2. Provide a list description. This appears in the table on the Lists page once your list is saved.

  3. Contact lists must be in the form of a CSV file.

    • If you already have a CSV file ready, you can select it using the Choose File button at the bottom left.

    • If you do not have a CSV file, click Download Template on the bottom right to open a blank file template. Insert your contacts into the spreadsheet (you can ignore the Email column as you are only sending SMS text messages) and save the file to your desktop for easy access. After saving the file, click Choose File and in the pop-up window select your spreadsheet and click Open.

  4. Header values are automatically extracted from the file and a new field appears where you can select existing headers or create new ones.

  5. Check the box to Use Existing Headers.

  6. Select Phone as the method of contact option.

  7. Click the spit contacts by timezone check box to ensure recipients are contacted at the most appropriate local time.

  8. Click Submit. Your list is now available for use in a campaign.

Add Contacts to an Existing List

You can easily add contacts to an existing list without having to reupload the entire list.

From the Lists page, select the list you wish to add contacts to from the chart. The Update List page opens and all existing contacts are displayed.

Click the blue plus sign. The Add Contact pop-up opens.

Enter the name, email, and phone number and then click the green Save button.