All Collections
Marketing
Creating Email Campaigns
Creating Email Campaigns

Create email campaigns for Marketing quickly and easily

H
Written by Hayden Campbell
Updated over a week ago

Overview
This tool will allow you to create email campaigns based on set filtered criteria in four easy steps. 

1st Step - Add company's server information in the template to be used for the campaign.

2nd Step - Set campaign criteria using the filtering tool on the leads page. (Table view only)

3rd Step - Select " Create Communication Campaign" from the "Tools" dropdown list. 

4th Step - Name campaign, set frequency, set relative date range (if applicable), number of emails (10 max), select template to be used, and click create. The Schedule Type defaults to"Now"; to send an email blast at that moment. Selecting "Future" allows the Frequency option to be set by specific day and time. "Lead Age" allows for specific lead age targeting. 


Once the campaign is created, it can be manage in the "Scheduled Campaign" section, under "Setup".

Did this answer your question?