Creating A Campaign

NOTE: Before you create a Campaign, please create a Group first.

  1. Hover over Sales and click Campaigns; You should now be viewing your Campaign Dashboard. On the right side, you can toggle between viewing just your recent campaigns, active campaigns, groups, and recurring messages or drop down and select All Campaigns to view the entire Sales Department's recent campaigns, active campaigns, groups, and recurring messages.
  2. To create a new campaign, click on Campaigns.
  3. Click on Create Campaign on the right side of the window.
  4. Under General Information, enter the following for the next few sections.
  5. Name of the campaign.
  6. Type - How do you plan to deliver this campaign, e.g. postal, email, etc.?
  7. Start Date - Choose the start date of the campaign.
  8. End Date - Choose the end date of the campaign.
  9. Owner - Choose the owner of the campaign.
  10. Description - Enter a description of the campaign.
  11. Select the target group you wish to apply this campaign to and click Add.
  12. Financial Information.
    • If your campaign will be delivered via email, you will see an email template available under Email Template.
    • Subject - Enter the subject of your email campaign.
    • Senders Name - .
    • Senders Email - Select the appropriate email address from the drop down menu.
    • Reply-To email - Select the appropriate email address from the drop down menu.
    • Type - Select the desired format of the email, e.g. HTML, text, both.
    • Body - Enter the body of the email in this section.
    • Header - Enter a header if applicable.
    • Footer - Enter a footer is applicable.
  13. Click Create Campaign.