Atmosphere® Engage Quick Start Guide for Small Business Recovery Users

Overview 

Atmosphere® Engage provides a simple and effective way to send bulk SMS (text messages). In Engage, we refer to your communication outreach as ‘campaigns’. Follow the steps outlined below to get started! If you need help along the way, you may email us at SmallBusinessTaskForce@intelepeer.com.

 

Getting Started 

Log in to your IntelePeer account through the IntelePeer Atmosphere Portal (https://atmosphere.intelepeer.com). Find and click the Engage icon (the megaphone) in the left side bar menu to get started.  

 

  

 

 

 
Homepage
 

When opening Engage, you will be brought to the homepage. 

 

At the top left-hand side of the screen, you will see three icons. 

 

 

 

Create a Campaign 

To create a new campaign, click the ‘Add New’ button on the homepage. It will pop up the New Campaign screen. Fill out the form. Fields with an * are required and your campaign will only save if they are filled out. 

 

 

Choose the From Number using the numbers in your inventory. Click the magnifying glass icon, then a screen will pop up where you can select from your number inventory. As a part of your package, you’ve been provided with 1 phone number to use for sending out SMS campaigns. 

 

 

SmartFlow

IntelePeer’s Atmosphere® SmartFlows product is the engine that makes Engage run. Below are the steps to complete the SmartFlow wizard (or pop-up) in your Engage campaign.   

 

Click the ‘Add New’ button to the right of the text field. It will pop up the SmartFlow Wizard screen. For ‘Configured Flows’ choose ‘Global’. In the Flow Lists Options dropdown menu, choose ‘“Small Business Outbound SMS”. See screenshot below.

 

 

 

In the ‘Message’ text field, enter exactly what you would like your SMS/text message to read. Remember to let your customers know who is sending the message (i.e. identify yourself/your business in the text message). In your first message, be sure to include the following: “Reply STOP to opt-out of receiving further messages” This will ensure that your contacts who don’t want to receive messages will be able opt-out of future campaigns.

 

Don’t worry about the ‘Available Variables’ section- you can disregard that entirely. After you have entered your message, click ‘Save Flow’ and you’re done with the SmartFlow Wizard. 

 

 

Schedule a Campaign 

When you are creating a campaign, you are given the option to schedule it for future deployment. If you want to send out your SMS campaign right away, skip this part. The scheduler is only for setting up future dates/times to send out your campaigns.  

 

 

After hitting the ‘Add New’ button, the screen below will appear. 

 

 

Upload a List 

To upload a new list, navigate to the “Lists” page from the Menu on the left-hand side of your screen. 

 

Once you’re there, click the ‘Add New’ button. It will bring you to the page below. Fill out the form. Fields with an * are mandatory in order to be able to save your campaign. 

 

 

You can easily add contacts to an existing list without having to re-upload the entire list. 

 

Click the Lists icon on the left side panel. Select the list you wish to add contacts to, then click the blue plus sign, then ‘Add a Contact’. Enter the name, phone number, and email, then the green ‘Save’ button. 

 

 

Engage requires your contact list to be in the form of a CSV file. If you already have a CSV list ready, you can select it from the ‘Choose File ‘button on the bottom left side. If you do not have a CSV list, click the ‘Download Template’ button on the right to open a blank csv file. Insert your contacts in the file/spreadsheet. You can ignore the Email column as you will only be sending SMS text messages.

 

After you’ve entered your contact’s phone numbers, we recommend saving the file to your desktop for easy access. After saving the file, click on ‘Choose File’. In the pop-up window that opens, find and click on the CSV file that you saved and then click ‘Open’. You should see the following confirmation: The correct file type has been selected. Please click Upload!

See screenshot below.

 

Click the ‘Upload’ button in the bottom right corner to open the ‘List Upload’ wizard (pop-up). See screenshot below.

 

Check/click the box next to ‘Use Detected Headers as List Fields.’

 

Next, click on ‘Phone’ under Method of Contact. Please note, you may have to scroll down to see the Phone option.

 

Finally, click ‘Upload Now’ to save and exit the List Upload wizard.

You will be brought back to the Lists management screen. Click on the Green icon in the top right hand side to add your list. Note: Disregard the blue banner message that reads ‘Unsaved changes! Please choose a file and click Upload button below!”. Simply click the Green icon and you can then return to ‘Campaigns’ to Run your Campaign.  

Adding Contacts without Re-uploading Entire Lists

You can easily add contacts to an existing list without having to re-upload the entire list. 

 

Click the Lists icon on the left side panel. Select the list you wish to add contacts to, then click the blue plus sign, then ‘Add a Contact’. Enter the name, phone number, and email, then the green ‘Save’ button. 

Run a Campaign 

Once you have created a Campaign and uploaded a list, navigate back to the Campaigns page. All existing campaigns will be listed on this page; campaigns marked as ‘Active’ will also have a green ‘Run’ button on the right. Clicking this button will begin execution of the campaign. 

 

*Note that scheduled campaigns will not have a RUN button because they are already scheduled to deploy at a specified time.