Create a Campaign
Now you've added an email account, let's dive straight in and set up your first campaign.
Campaigns are where you specify everything related to your prospecting messages - who to send to, what to send, and when to send. The steps below will run you through the basics of getting a campaign up and running, using our recommended defaults. For more details regarding all of the available settings, check out the Campaigns section of the User Guide.
1. From the navigation menu, select Campaigns then click on Campaign Manager.
2. Click Create Campaign in the top right corner and you will see the screen below:
Create Campaign
3. Enter a name for your campaign e.g. New Business - Outbase.
4. Click Enter & Continue.
Campaign Configuration & Settings
You will now see your Campaign page, where you can start configuring your messaging, scheduler, and audiences.
Last modified 1yr ago