How to create campaign?

  • Click on create a campaign
  • Give a campaign name
  • You need to schedule date and time for the initial mail or campaign to start..so click on schedule date and time
  • Select the calendar date and time
  • You can choose any template from the template library or
  • You can create a new template from the drop-down
  • Enter subject and tag from the options provided by clicking on the tag icon
  • You can attach any files or pictures
  • You can send a follow-up mail by clicking on add follow up
  • Click on the calendar to set the follow-up date and time
  • You can follow up based on the conditions like when the mail is opened, replied and not replied by choosing from the select drop-down
  • Or you can send this as a new thread that is as a fresh mail irrespective of the conditions
  • You can choose templates or create a new one
  • Finish your content and add any attachments required and click on next
  • Select a campaign list from the drop-down
  • Or you can create a new campaign list
  • When you want to create a new campaign list it would ask you to import that list which is an excel or CSV file format
  • Give a list name and click on save list
  • Tag the columns appropriately with contact first name and email address
  • Click on next
  • Click on finish

Your campaigns are super ready to go !!