Send Balanced Campaign functionality allows agencies to automate a strategic sequence of emails and text messages—much like a letter series—ensuring consistent and controlled outreach over time.
Please Note:
This example demonstrates how to use ACE to configure a balanced series of both text messages and emails. The same tools and workflow structure can be applied to either or both communication channels, depending on your agency’s strategy.
Always consult your legal or compliance team to ensure that your message series complies with all applicable regulations, including TCPA and other relevant laws governing electronic communications.
Overview of the Setup Process
To configure a balanced email and text series, follow these five steps:
Create Email and Text Profiles
Build a Logic Block to identify eligible accounts
Create Action Paths using “Send Balanced Campaign” flow actions
Set up Jobs to automate the series
1. Create Email and Text Message Profiles
Begin by creating the individual message templates that will be rotated in your campaign. These are stored as separate profiles—for example:
TEXT_SERIES_1 through TEXT_SERIES_6
EMAIL_SERIES_1 through EMAIL_SERIES_6
Each template in the series should contain slightly different content to keep the campaign engaging and compliant.
Why vary the messages?
Avoid Message Fatigue: Repeating the same message can cause consumers to ignore or block future communications.
Boost Engagement: Trying different tones, subject lines, or calls to action can help identify what resonates best with your audience.
Support Compliance: Overusing the same language may be flagged by carriers or regulators as spam or automated abuse.
Tips for Variation
Change the subject line or first sentence.
Highlight different benefits—e.g., ease of online access, avoiding fees, setting up payment plans.
Alternate between inviting conversation (“Call us”) and encouraging self-service (“Click here to log in”).
Use a variety of tones—empathetic, informative, or action-oriented.
Example Series 1 Email Profile
Subject: “Action needed: View your ${client.companyName} account”
Body: Personalized using merge fields like ${primaryDemographic.firstName} and ${client.clientAccountNumber}.
CTA: Links to access the virtual agent login or initiate a phone call.
Image Displays Example Series 1 Email Profile
Example Series 1 Text Msg Profile
Short, clear, and direct
Each message includes opt-out compliance: "Reply HELP for help, STOP to opt out."
Image Displays Example Series 1 Text Msg Profile
2. Create a Logic Block
Set conditions to determine which accounts are eligible to enter the campaign. For example:
Current Balance: Between $200–$7,999.99
Assigned Age: Between 1–270 days
Label this block clearly, such as Balanced Text & Email Series, to use in later job configurations.
Image Displays Example Balanced Text & Email Series Logic Block
3. Configure Action Paths
Create two separate Action Paths—one for emails and one for texts—to control how messages are sent through the campaign.
Setup Steps:
Go to Setup → Workflow → Action Paths, then click New.
Enter a clear label (e.g., BalancedTextSeries) and a short description.
Right-click the container and select Edit.
Click New to add a Flow Action:
Use Send Balanced Campaign Texts for texts
Use Send Balanced Campaign Emails for emails
Attach the corresponding message templates (e.g., TEXT_SERIES_1–6).
Click Save.
Image Displays Example Send Balanced Campaign Emails Action Path Configuration
Image Displays Example Send Balanced Campaign Texts Action Path Configuration
How Balanced Campaign Flow Actions Work
Each time a job or trigger runs:
One message is sent per account, selected in round robin order.
The message sent the least is chosen next.
If multiple messages have been sent equally, the next is selected at random.
If a send limit is set and reached, messaging stops.
If no limit is set, the rotation continues indefinitely.
Tip: One Flow Action per Action Path
To avoid duplicate sends or compliance issues, only include one balanced flow action in each Action Path.
If you’re sending both emails and texts, use separate Action Paths for each.
4. Automate with Jobs
Create two separate jobs—one for emails and one for texts—to automate the delivery of your balanced campaign messages.
Email Job
Job Name: e.g., Send Balanced Email Series
Logic Block: Use the same logic block created earlier (e.g., Balanced Text & Email Series)
Action Path: Select the email-specific Action Path (e.g., BalancedEmailSeries)
Image Displays Example Send Balanced Email Series Job
Text Job
Job Name: e.g., Send Balanced Text Series
Logic Block: Same as email
Action Path: Select the text-specific Action Path (e.g., BalancedTextSeries)
Each job sends one message per account when it runs, based on the round-robin flow action logic defined in the Action Path.
Jobs can be scheduled or triggered as needed to align with your outreach strategy.
Image Displays Example Send Balanced Text Series Job
Message Template Examples for Balanced Campaign Series
The following message templates are examples to help you get started. You are encouraged to customize the content to reflect your agency’s tone, brand, and communication goals.
Always consult with your legal or compliance team before launching any campaign to ensure your messages meet all applicable regulations, including the TCPA and any state-specific requirements related to electronic communication.
Example Email Profile Series
EMAIL_SERIES_1
Subject: Action needed: View your ${client.companyName} account
Hi ${primaryDemographic.firstName},
We’re reaching out from <agency name> about your account ${debt.clientAccountNumber} with ${client.companyName}. We’d love to help you take the next step toward resolution—on your time, your terms.
✅ Access your account online: ${debt.virtualAgentLoginUrl}
📞 Prefer to talk? Call us at <phone number>
Let’s take care of this—together.
Warm regards,
The <agency name> Team
EMAIL_SERIES_2
Subject: We’re here to support you
Hi ${primaryDemographic.firstName},
We know things aren’t easy out there. If your ${client.companyName} account has been weighing on your mind, let’s lighten the load.
We offer flexible payment options made with real life in mind.
👉 View Your Options: ${debt.virtualAgentLoginUrl}
📞 Or talk with someone who truly gets it: <phone number>
You're not alone. We're here to help.
Sincerely,
The <agency name> Team
EMAIL_SERIES_3
Subject: Friendly reminder about your ${client.companyName} account
Hi ${primaryDemographic.firstName},
Here’s a friendly nudge about your ${client.companyName} account. Whether you’re ready to make a move or just want to check in, we’ve made it simple for you.
💡 Manage My Account: ${debt.virtualAgentLoginUrl}
📞 Or call us anytime at <phone number>
Little steps forward still count. We're here when you're ready.
All the best,
The <agency name> Team
EMAIL_SERIES_4
Subject: Managing money is tough—we make it easier
Hi ${primaryDemographic.firstName},
Let’s be real—finances can feel overwhelming. But you don’t have to navigate it alone. If you’re looking for payment solutions for your ${client.companyName} account, we’ve got you covered.
🧩 Explore Your Payment Options: ${debt.virtualAgentLoginUrl}
📞 Speak with a real human at <phone number>
Solutions are just a click—or a call—away.
Kindly,
The <agency name> Team
EMAIL_SERIES_5
Subject: The Agency | When life’s busy, we make it easy
Hi ${primaryDemographic.firstName},
Life moves fast, and we respect your time. This is <agency name> following up about your ${client.companyName} account. Whether you have two minutes or twenty, we’ve made managing it a breeze.
🕒 Log in and take control: ${debt.virtualAgentLoginUrl}
📞 Call us at your convenience: <phone number>
No pressure. Just progress—on your schedule.
Best,
The <agency name> Team
EMAIL_SERIES_6
Subject: You’ve got options—and support
Hi ${primaryDemographic.firstName},
We know financial planning isn’t always simple—but it doesn’t have to feel impossible. We’re here with flexible, judgment-free options to help you manage your ${client.companyName} account.
🛠️ Get started now: ${debt.virtualAgentLoginUrl}
📞 Call <phone number> for personal guidance
Let’s take this step forward—together.
You’ve got this.
– The <agency name> Team
Example Text Msg Profile Series
TEXT_SERIES_1
Hi, <agency name> is attempting to contact ${primaryDemographic.firstName} regarding your ${clientform_ADDITIONAL_CLIENT_DATA.text_client_name} account. To access your account online, visit ${debt.virtualAgentLoginUrl} or call <phone number>. Reply HELP for help, STOP to opt out.
TEXT_SERIES_2
${primaryDemographic.firstName} We understand the high cost of living these days, need help with your ${clientform_ADDITIONAL_CLIENT_DATA.text_client_name} account? We offer payment options—visit ${debt.virtualAgentLoginUrl} or call <phone number>. Reply HELP for help, STOP to opt out.
TEXT_SERIES_3
Hi ${primaryDemographic.firstName}, just a friendly reminder about your ${clientform_ADDITIONAL_CLIENT_DATA.text_client_name} account. Visit ${debt.virtualAgentLoginUrl} or call <phone number>. Reply HELP for help, STOP to opt out.
TEXT_SERIES_4
Hi ${primaryDemographic.firstName}, managing finances can be challenging. Let us help with payment options for your ${clientform_ADDITIONAL_CLIENT_DATA.text_client_name} account. Visit ${debt.virtualAgentLoginUrl} or call <phone number>. Reply HELP for help, STOP to opt out.
TEXT_SERIES_5
Hi ${primaryDemographic.firstName}, this is <agency name> reaching out regarding your ${clientform_ADDITIONAL_CLIENT_DATA.text_client_name} account. We understand that life is busy—visit ${debt.virtualAgentLoginUrl} or call us at <phone number>. Reply HELP for help, STOP to opt out.
TEXT_SERIES_6
Hi ${primaryDemographic.firstName}, we know financial planning can be tough, but you don't have to do it alone. We offer flexible payment options for your ${clientform_ADDITIONAL_CLIENT_DATA.text_client_name} account. Visit ${debt.virtualAgentLoginUrl} or call <phone number>. Reply HELP for help, STOP to opt out.