How to create a Generated Smart List with the Campaign Manager

Campaign Manager is your all-in-one tool for quickly launching and managing generated Smart Lists. Built for dealer and carrier admins, it simplifies every step of campaign setup so you can reach your customers faster and more efficiently.

With Campaign Manager, you can:

• Create and modify generated Smart Lists
• Set-up and manage campaign priorities
• Preview and estimate campaign size
• Apply scrubbing filters to fine-tune your audience
• Modify existing generated Smart Lists
• Set up new Chat Starters and tag them to relevant campaigns​

How to set up a new generated campaign

1. Open Campaign Manager

From the left-hand sidebar, click Settings, then select Campaign Manager.

2. Create a Generated Campaign

Here you will see all of your campaigns. To begin, click Create Generated Smart List.

• Title, Language, and Description
  The campaign description appears to reps in the app, so it should be clear and informative to help guide better conversations and drive stronger results.

• Visibility Status
  Control who can see your campaign and where it appears in Statflo.

  • Visible
    Reps can see and take action on the campaign in-app. Use this when you're ready to launch.

  • Reporting Only
    Campaign is hidden from reps but included in reporting. Great for historical data.

  • Preview
    Visible only to users with special access- like you! Use for testing or approvals before going live.

• Priority
  When a customer qualifies for more than one campaign, they will be assigned to the one with the highest priority.
  Priority 1 is the highest, followed by Priority 2, Priority 3, and so on. Use this setting to control which campaign is selected when there is overlap.

• Campaign Frequency and Schedule
  Choose how often new accounts are added: One-time, Daily, or Monthly. You’ll need to set a Start Date, and in some cases, an End Date.
  ​Start Date: This is when the campaign becomes active and starts adding eligible accounts.
  ​End Date (only available for one-time campaigns): This is when accounts on the campaign expire, and no additional accounts are added.

• Apply Scrubbing Options

  Exclude accounts based on recent campaign activity in order to avoid messaging customers who were recently contacted.
  
  Example :
  ​Campaign starts: June 13
  Scrubbing window = 1 month
  → Excludes accounts active between June 1 and June 13

• Targeted Timeframe
  Specify the transaction date range to define when the relevant customer activity occurred. For recurring campaigns, this range automatically advances with each run; for one-time campaigns, it stays fixed.

• Customer Type
  Select the customer type you want to target in this campaign: Business, Individual, or Corporate.

• Target Criteria
  Use Target Criteria to define which transactions your campaign should target. You can filter by transaction type or product SKUs to reach the right customers during your Target Timeframe.
  ​
  1. Transaction Type
  Select from categories like:
  - Activation/Renewal
  - Device Purchase (e.g. phone, tablet, other device)
  - Other Products (e.g. accessories, device protection)
  
  For device or product types, you can narrow results further using Sub Criteria such as manufacturer, model, or operating system.
  ​
  2. Product SKU
  Enter a comma-separated list of SKUs to target customers who purchased specific products.
  ​
  How Filters Combine

  When multiple filters are applied, customers must meet all selected criteria. While within a single filter, they may match any of the chosen options.

You will then see the Campaign Preview on the right hand side. Here, you can preview your estimated campaign size based on your selected target timeframes and criteria.

Once completed, click Save and continue.

3. Create a Chat Starter

Next, click on Create Chat Starter.

This message template will be used by your reps to start conversations. Be sure to include Customer’s name, Sales rep’s name and Dealership. This makes the chat starter feel more personal and inviting, making it easier to start a conversation. As you type, a preview of the Chat Starter will appear on the right side.

When you’re done, click Create.

4. Tag Chat Starters

Select the Chat Starters you'd like to include in this campaign, then click Tag Chat Starters.

Drag and drop them into your preferred order — this controls how they’re displayed on the Conversations page for your reps.

5. Review Campaign Details

You'll now see a summary page where you can review all campaign details. Make sure everything looks correct before proceeding.