Managing a Yes/No Campaign

This section of the user guide is focused on managing a yes/no campaign. To help you navigate the article we have broken it down into the following sections:

• What is a yes/no campaign?
• Who has access to manage a yes/no campaign?
• Analytics & Reporting
• Managing Response Value

What is a yes/no campaign?

Yes/no campaigns allow you to send a campaign designed to instigate a quick yes/no response from the student with an automatic response based on their reply. If the student is unsure, the conversation is routed to an agent to engage with the student to increase engagement. 

Who has access to manage a yes/no campaign?

Individuals with the following permissions can manage yes/no campaigns: 

For more information on user permissions, review the User Roles & Permissions article.

Analytics & Reporting

On the Active Campaign>Analytics tab there is a chart for Response Values: 

Yes: This is the number of recognized “Yes” responses to the initial message. No: This is the number of recognized “No” responses to the initial message. Other: This is the number of unrecognized responses to the initial message. Not yet responded: This is the number of contacts that did not respond.

On the Campaign -> Contacts tab, there is an additional column for Response Value. This field can be filtered and sorted. Once filtered or sorted, you can also export the list into a CSV file. 

Best Practice: Filter the results and export into a CSV file to create a new contact list. Use new contact list to follow up with contacts who responded with Yes, No, Other, or did not respond. 

Managing Response Value

We will automatically detect the response when contacts reply to your message; if we cannot detect their intent, detect it wrong, or they change their answer after further discussion, then you can manually override the response value within the conversation:

For more information about recognized yes/no responses, review the What responses for Yes/No campaigns are recognized? FAQ.