User Guide

Campaigns Product Overview
Campaigns is Ocelot’s texting tool that is fully integrated into the platform, and works alongside the Chatbot and Live Chat products.  Campaigns a...
Fri, 28 May, 2021 at 10:03 AM
Texting: Getting Started
Congratulations on utilizing the Campaigns platform! Follow this checklist and guide to ensure a smooth and effective process. You’ll be texting your stud...
Mon, 11 Jul, 2022 at 8:03 PM
Creating Campaign Contact Lists
Upload Your Contact Lists Since Campaigns allow you to pull in fields from the spreadsheet to personalize your message, this step precedes the st...
Tue, 27 Sep, 2022 at 7:02 AM
Formatting Phone Numbers for Contact Lists/1:1 Texts
The Ocelot contact list upload feature includes a phone number validation process to ensure most phone number formatting is accepted.  The validati...
Mon, 18 Jul, 2022 at 7:37 AM
Creating a Campaign
Creating a Campaign To create a Campaign, you may want to have created your Contact List. If you haven't, you will be given the option to ad...
Mon, 17 Oct, 2022 at 12:27 PM
Creating a Yes/No Campaign
Creating a Yes/No Campaign When creating a Campaign there is a new option Content Type which defines the Campaign as either a Simple message ...
Tue, 27 Sep, 2022 at 9:40 AM
Utilizing Reusable Numbers
Setting Up a Reusable Number Reusable numbers are provisioned and reserved separately, outside of a Campaign, and are associated primarily with offi...
Mon, 18 Jul, 2022 at 8:01 AM
Launch your Campaign
On the General Tab, you will have two options to launch your Campaign: Immediately In the Future If you choose to launch the Campaign immediate...
Tue, 31 May, 2022 at 11:50 AM
Managing Active Campaigns
TABLE OF CONTENTS Active View the Campaign Clone the Campaign Stop and Archive Active The Active area contains all Campaigns that have bee...
Tue, 4 Oct, 2022 at 1:47 PM
Navigating Inboxes
Inboxes is a workflow management tool that eliminates the need to jump between separate active Campaigns in order to manage and respond to incoming t...
Fri, 9 Sep, 2022 at 12:23 PM