Creating and scheduling a campaign in Penbox is straightforward. Follow these steps to efficiently set up your campaign, upload data, configure flow options, and schedule the requests.

1. Create a Campaign List

1. Log in to app.penbox.io.
2. In the left-hand menu, click on Campaigns & Lists.
3. In the top bar, click on Create a Campaign.
4. Enter the name of your campaign in the modal and click Create.

Once your campaign is created, you will go through four key steps: Upload, Mapping, Option, and Creation.

2. Upload Campaign Data (Upload)

1. In the top-right corner, click on Add Data.
2. In the pop-up, select Brio Files as your file type since the data will be extracted from Brio PLW and imported back into Brio PLW.
3. Upload the 2 files you downloaded during Step 2 by clicking Load File
4. Enter your Brio Affiliation Number when prompted.
5. Click Upload Files to proceed.

3. Select Flow Options (Optional)

Once the upload is complete, you’ll proceed to the Options step.

1. Review the flow options configured during Step 1.
2. Click Validate Options to confirm your selections.

5. Create Requests and Schedule the Campaign

Generate Requests:

After validating your flow options, you’ll move to the Creation step.

1. After validating your flow options, you’ll move to the Creation step.
2. Click on Start Creating to generate all requests for the campaign.

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This process may take a few minutes depending on the number of contacts.

Schedule the Campaign:

1. In the top-right corner, click on Schedule. A popup will appear with several options.
2. Configure the following options:
   • Requests per wave: Choose the number of requests to send simultaneously (maximum: 200).
   • Starting on: Select the date on which the campaign will begin.
   • Time: Indicate the time each wave will be sent. (Recommendation: Schedule waves at 11:00 AM to maximize completion rates.)
   • Day selection: Choose the days on which waves should be sent out.
3. Once all options are set, click Start Scheduling to launch the campaign.

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Congratulations

Your campaign is now live!

Important Notes:

• The process of scheduling all the requests may take a few minutes. During this time, avoid rescheduling the campaign.
• To view an updated overview of the scheduled requests, refresh the page after scheduling.

Pausing a Campaign

If you need to pause your campaign, follow these steps:

1. In the Lists Overview, click on the campaign you want to pause.
2. In the top-right corner, click on Pause.
3. A popup will appear. Click Pause Requests to confirm.

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Congratulations

Your campaign is now paused!

Important Notes:

• The process of pausing all requests may take a few minutes. During this time, avoid attempting to pause the campaign again.
• To view an updated overview of the paused requests, refresh the page after pausing.

Rescheduling a Campaign

If you need to modify your campaign’s schedule, you can reschedule it after pausing. Simply follow the steps for launching a campaign as described above, updating the desired options in the Schedule popup.

With these steps, you can confidently plan, pause, and manage your campaigns, ensuring a smooth and flexible process for reaching your contacts.

With these steps, you can easily create, schedule, and manage your BRIO campaign in Penbox. This process ensures efficient communication and data collection for your customers while maintaining flexibility to adjust as needed.