How to create a campaign from scratch ?
To create a campaign from scratch, follow the next steps :
Select or create a folder
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Create a new campaign, Define the campaign name, add a tag (optional)
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Choose your template(s), 3 options :
Create a new template
Select template(s)
Click on “show all templates in organization” if the desired template is not available in the list
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Upload an attachment file
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Add recipients, 2 options :
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Enter manually, the recipients’ list
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Upload Excel or CSV file :
Match the required variables for selected template(s) along with your xls file data
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First, import recipients’ list, then the system will confirm that the import is successful (modify your list if necessary)
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Preview your documents :
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If you have forgotten to select a template or add an attachment, you might get this message
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Email settings :
The email will be received by the recipients
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Confirm
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Select or create a folder
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Create a new campaign, Define the campaign name, add a tag (optional)
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Choose your template(s), 3 options :
Create a new template
Select template(s)
Click on “show all templates in organization” if the desired template is not available in the list
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Upload an attachment file
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Add recipients, 2 options :
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Enter manually, the recipients’ list
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Upload Excel or CSV file :
Match the required variables for selected template(s) along with your xls file data
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First, import recipients’ list, then the system will confirm that the import is successful (modify your list if necessary)
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Preview your documents :
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If you have forgotten to select a template or add an attachment, you might get this message
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Email settings :
The email will be received by the recipients
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Confirm
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Updated on: 08/06/2022
Thank you!