Creating a Campaign
Watch the video to learn how to create your campaign.
From the left menu click on Campaigns
Click to Create Campaign
Select from a Campaign Template, or to Create Campaign from Scratch.
Enter a Name for your campaign.
Enter the From Name and verify the E-mail Address where the campaign events (i.e: emails) in the campaign will be sent from.
Modify your signature as needed. You could put your direct phone, office phone, etc., which are used in some of the campaign templates and variables.
Click to Create the Campaign.
If building a campaign from a template, all the events will be pre-populated. You can edit, re-arrange and delete as needed.
If you are building a campaign from scratch, then you will need to add events.
Adding Events to a Campaign
Click to Add New Event (you may need to scroll to the bottom if you already have a lot of events).
You will have the option to choose from any events available with your plan (they will be marked if restricted)
Select the type event you want to add to your campaign.
Follow the instructions for adding the event. To learn more about adding each event type, you can watch the video above, or see the specific articles on how to use those events.
Once your finished adding and arranging your events, you are finished and your campaign is ready for you to add contacts to it.
How Campaign Events Work
A contact is added to a campaign.
The campaign starts.
The first event will trigger based on the delay setting. If it is set to Immediately, then it will send immediately, but if it is set to 2 days, then the first event will be scheduled to send in 2 days.
Each event following the the previous event will send based on the delay setting.
The campaign will continue to run until all events have been completed, or a rule/condition is met, or a goal is met.
If this is getting confusing, then you should watch the video above, it makes it soooo much easier!
There are advanced features like Intelligent campaign features, such as rules and conditions, which will be covered in another article.
Modifying / Editing Campaign Events
To make edits to an existing campaign and it's events, follow the steps below:
From the left menu click on Campaigns.
Click to Manage Campaigns.
Find the campaign you want to modify and click Manage Events.
Make changes to the campaign events as needed, or add new events.
Please note then when new events are added, they will only trigger for contacts that have not already completed the campaign, or proceeded past the point where the event is added.
Ready to Add Contacts to Your New Campaign? Check out this article next!