Set up a Share information campaign
A Share information campaign sends people a guide, a launch or a change by text, email and call, and answers their questions about it.
Last reviewed November 7, 2026
What starts it
A Custom API leads/updated event, or the people you add from a file or with Enroll from your leads. A CRM contact field that names the campaign also starts it; see CRM lead sources.
Set it up
- Create the campaign with Share information.
- The Offer step is called What to share for this objective. Describe the guide, launch or change and why the person is getting it. Publishing is blocked until you do. A discount code is optional.
- Under Advanced > General settings, put the page in Link for every shopper. Publishing is blocked without it.
- Publish, then switch on the trigger on the lead source step: Lead updated for the Custom API.
How it runs
The recommended sequence sends a text and an email in the first five minutes, calls the next day, and ends three days later. The agent shares only what you wrote, adds no claims, prices or dates of its own, and on a call texts the link when the person wants it.
The run counts as Information delivered when the person replies that they want it or got it, or when the agent texts the link during a call. A credited order or a hand-off counts too. Like every objective where the agent reaches out, it needs marketing consent.