Guides

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This article explains how to top up your Movement account credit via credit card or invoice to fund campaign sends.

A step-by-step guide to creating custom fields in Movement to store, upload, and use member data for audience targeting and personalisation.

How to create and configure Automations in your platform, including setting entry and exit rules, adding steps, delays, and branching logic.

This article explains how to create dynamic audience segments in Movement using search filters, logic, and groups to target campaigns effectively.

How to join and make calls in a phone campaign using Movement, including setup, calling options, and managing calls.

How to view live and detailed results for phone, text, WhatsApp, and email campaigns, including metrics, recipient data, and replies.

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How to invite individual or bulk users to Movement, assign roles and organisations, and configure account approval settings.

How to update goals using external data by creating a list, converting it to an audience, and bulk-marking members as having completed a goal.

A step-by-step guide to creating, customising, previewing, and managing a new action page using templates within the platform.

Learn how to use custom fields to import and merge external data into personalised messages, scripts, and questions using a simple three-step process.

How to export campaign results as a CSV file for email, text, WhatsApp, and phone campaigns, including available export options.

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How to set up an email-to-target action page to connect supporters with decision-makers, including UK MPs, using templates and customisable settings.

How to use custom fields in Movement to build multiple audiences from a single external data set, such as workplace roles.

How to add a downloadable file to your email using a button link, as a cleaner alternative to traditional email attachments.

How to create a static list in Movement using external data such as membership numbers, emails, or phone numbers to build audiences.

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A step-by-step guide to creating, customising, and publishing a donation page using templates, build tools, and preview features.

A case study showing how the National Education Union used targeted, personalised text messages and custom fields in Movement to drive over 10,000 replacement ballot requests.

A step-by-step guide to creating, submitting for Meta approval, and using WhatsApp message templates within the campaign builder.

How to participate in a phone banking campaign, including a step-by-step video guide accessible via Loom if the embedded version doesn't load.

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How to enable and configure targeting in calling and conversation campaigns to direct volunteers towards specific branches, employers or organisations.

Here is a one-sentence summary: This article explains how Movement's one-click signing feature automatically fills in supporters' details when they click personalised links, making it easier to sign petitions, emails, and surveys.

This article explains how to create and send a WhatsApp blast campaign, covering audience selection, message content, settings, and scheduling.

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How to resolve a duplicate phone number conflict when setting up a new user account in Movement, including steps for admins.

How to create and send a WhatsApp survey campaign in Movement, from naming and audience selection to building questions with branching logic.

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How to set up a campaign approval system on Movement, including configuring audience size thresholds and managing user role permissions.

This article explains how to create and send WhatsApp conversation campaigns in Movement, covering setup steps including audience selection, templates, and user assignment.

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Super admins can bulk assign, update, or remove user roles for members via CSV upload, using role slugs and membership numbers to manage platform access.

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This article explains how to share campaigns with users in other organisations, allowing them to view campaign data or volunteer, using the platform's share functionality.

How to create and add pre-written canned responses to conversation campaigns, helping volunteers reply consistently and efficiently to members and supporters.

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How to prevent Excel from removing the + or 0 from phone numbers when preparing a CSV upload for Movement Audiences.

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How to format date columns in Excel to the required YYYY-MM-DD universal date format before uploading CSV data into Movement.

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