> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.smartcertificate.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to create a campaign from scratch ?

To create a campaign from scratch, follow the next steps : 

1. Select or create a folder



![](https://storage.crisp.chat/users/helpdesk/website/36c59b57c212b000/image_1tsl142.png)

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2. Create a new campaign, Define the campaign name, add a tag (optional) 


![](https://storage.crisp.chat/users/helpdesk/website/36c59b57c212b000/image_1rt62cb.png)

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3. 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 


![](https://storage.crisp.chat/users/helpdesk/website/36c59b57c212b000/image_1s7nmhw.png)

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4. Upload an attachment file


![](https://storage.crisp.chat/users/helpdesk/website/36c59b57c212b000/image_1j4tq99.png)

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5. Add recipients, 2 options :

![](https://storage.crisp.chat/users/helpdesk/website/36c59b57c212b000/image_do1oe0.png)

* Enter manually, the recipients’ list

![](https://storage.crisp.chat/users/helpdesk/website/36c59b57c212b000/image_1i3afqi.png)

* Upload Excel or CSV file : 

||| Match the required variables for selected template(s) along with your xls file data 

![](https://storage.crisp.chat/users/helpdesk/website/36c59b57c212b000/image_1xyd1ej.png)

First, import recipients’ list, then the system will confirm that the import is successful (modify your list if necessary)

![](https://storage.crisp.chat/users/helpdesk/website/36c59b57c212b000/image_1ut4ej7.png)

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6. Preview your documents :

![](https://storage.crisp.chat/users/helpdesk/website/36c59b57c212b000/image_d1fs4x.png)

| If you have forgotten to select a template or add an attachment, you might get this message

![](https://storage.crisp.chat/users/helpdesk/website/36c59b57c212b000/image_1roq8d3.png)

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7. Email settings : 

The email will be received by the recipients 

![](https://storage.crisp.chat/users/helpdesk/website/36c59b57c212b000/image_13djdug.png)

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8. Confirm 

![](https://storage.crisp.chat/users/helpdesk/website/36c59b57c212b000/image_9wgxiv.png)