How to create a campaign from scratch ?
To create a campaign from scratch, follow the next steps :
Select or create a folder
![](https://storage.crisp.chat/users/helpdesk/website/36c59b57c212b000/image_1tsl142.png)
Create a new campaign, Define the campaign name, add a tag (optional)
![](https://storage.crisp.chat/users/helpdesk/website/36c59b57c212b000/image_1rt62cb.png)
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)
Upload an attachment file
![](https://storage.crisp.chat/users/helpdesk/website/36c59b57c212b000/image_1j4tq99.png)
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)
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)
Email settings :
The email will be received by the recipients
![](https://storage.crisp.chat/users/helpdesk/website/36c59b57c212b000/image_13djdug.png)
Confirm
![](https://storage.crisp.chat/users/helpdesk/website/36c59b57c212b000/image_9wgxiv.png)
Select or create a folder
![](https://storage.crisp.chat/users/helpdesk/website/36c59b57c212b000/image_1tsl142.png)
Create a new campaign, Define the campaign name, add a tag (optional)
![](https://storage.crisp.chat/users/helpdesk/website/36c59b57c212b000/image_1rt62cb.png)
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)
Upload an attachment file
![](https://storage.crisp.chat/users/helpdesk/website/36c59b57c212b000/image_1j4tq99.png)
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)
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)
Email settings :
The email will be received by the recipients
![](https://storage.crisp.chat/users/helpdesk/website/36c59b57c212b000/image_13djdug.png)
Confirm
![](https://storage.crisp.chat/users/helpdesk/website/36c59b57c212b000/image_9wgxiv.png)
Updated on: 08/06/2022
Thank you!