Creating New Campaign

This article will help you on how to create new campaign for your CRM.

1. Click "Marketing"

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2. Click "email marketing"

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3. Click "Create Campaign"

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4. Click "Back"

You can utilize this to navigate back to the email campaigns menu.

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5. Add Campaign Name

Name your campaign here

Add Campaign Name

6. Choose a Template

You can choose templates from the list of existing campaigns.

Choose a Template

7. Searching Email Template

Use this tab to search for email templates that you have already created in your system.

Searching Email Template

8. Title

This displays the name assigned to each campaign in the list.

Title

9. Last Updated

This displays the date when the individual campaign was last updated.

Last Updated

10. Design New Campaign From Scratch

If you don't want to use any of the pre-existing templates, or if you're creating a campaign for the first time, you can select the "Blank" option (as shown below) to start building the campaign from scratch.

Design New Campaign From Scratch

11. Campaign Builder

This is the section where you'll design your content and add the required elements for your campaign. The Email Campaign Builder allows you to easily duplicate, delete, and rearrange various types of element blocks.

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12. Campaign Menu

Here are some additional options to consider before sending out your campaign

Click "Test Email"

Select the option to test the email.

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Click "Preview Template"

This option allows you to preview the template you have designed for the campaign.

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Click "See Version History"

This feature lets you view the modifications you have made to your campaign.

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Click "File Attachments"

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13. Click "Save"

To save the changes made in your campaign, use the save button. This ensures that you do not lose any of your work.

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