Campaigns

Campaigns are how you reach groups of contacts at scale. Traise offers two campaign types, each built for a different kind of outreach.

Blast campaigns Send a single message to a targeted group, once or on a recurring schedule.

Drip campaigns Send a timed sequence of messages — day 0, day 3, day 7, etc.

Which type should I use?

Use a blast campaign when you want to send the same message to everyone at once — or on a recurring schedule. Examples:

• Annual policy renewal reminders
• Holiday greetings
• Open enrollment announcements
• One-time promotion or event notice

Blasts support both SMS and Email formats, and can be scheduled to repeat daily, weekly, or monthly.

Use a drip campaign when you want to send a sequence of messages spread out over time. Each contact enters the drip and receives messages at intervals you define. Examples:

• New client welcome series (day 0: welcome, day 3: “here’s how to file a claim,” day 7: “meet your agent”)
• Lead nurture after a quote (day 1: follow-up, day 5: check-in, day 14: last chance)
• Policy renewal countdown (60 days, 30 days, 7 days before expiry)

Drips automatically exit contacts who reply, so once someone engages you can handle them personally.

How targeting works

Both campaign types use tags to define the audience. You select one or more tags, and the campaign sends to every contact carrying those tags.

This is where dynamic tags become powerful. Create a dynamic tag like “auto policy expiring within 60 days” — as contacts enter and leave that window, the campaign audience updates automatically without any manual work.

You can also target individual contacts instead of tags if you need a hand-picked list.

Tip

Set up your tags first, then build your campaigns around them. Good tags make campaigns effortless; poor tags mean constant manual list management.

Key differences at a glance

	Blast campaigns	Drip campaigns
Message count	One message per run	Multiple messages in a sequence
Timing	Immediate, or on a schedule	Delays between steps (minutes, hours, days)
Formats	SMS or Email	SMS only
Recurrence	One-time, daily, weekly, monthly	Continuous — contacts enter as they match
Auto-exit	No	Yes — exits on reply, opt-out, or tag removal
Business hours	Not enforced	Respects office hours automatically

Getting started

1. Define your audience — create the tags you need (static or dynamic).
2. Pick the campaign type — blast for one-shot, drip for sequences.
3. Build the content — write your messages, set your schedule or delays.
4. Activate — turn the campaign on and monitor results from the dashboard.

See the detailed guides for each type: Blast campaigns and Drip campaigns.