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Generating and Delivering Cast Presentations

Generating your Cast presentations creates unique URLs for each customer in your contact list. To get started, go to Campaigns and Analytics and click on the “Generate” button to create a new Campaign.

Once the Campaign is created, There are a few options for delivering your casts:

Options to deliver your casts:

  • Export Presentations with URLs

    From the Deliver dropdown on your Campaign, click on the option for “Export Presentation with URLs.”

    A CSV file containing the personalized presentation URLs will be downloaded. You can use a third-party deliverly tool to send the casts.

  • Export Presentations with URLs and Fields

    From the Deliver dropdown on your Campaign, click on the option for “Export Presentation with URLs and Fields.”

    A CSV file containing the personalized presentation URLs AND Cast Contact Fields, Fields and Snippets will be downloaded.

  • Deliver as Email

    From the Deliver dropdown on your Campaign, click on the option for “Deliver as Email.”

    Note: You must have email delivery configured in order to Deliver as Email. Follow the link in the dropdown, or click on the “Configure Delivery” at the top of the page.

    Once you are on the Design Email page, customize your email subject and email body. Save your changes, and then go back to the Campaigns and Analytics page.

    Press the option for “Deliver as Email to open the confirmation popup. Type the confirmation message and press “Confirm” to deliver your cast presentations!

  • Deliver as Text Message (coming soon)

  • Deliver as Text or Email (coming soon)