What steps do I take to create a new campaign?
Once you are on the Campaign List screen, select the Create New button at the top of the grid. The first screen in the campaign wizard will appear. The wizard will walk you through the following steps:
- Campaign Info – includes campaign name, category, and who the email is from and subject line.
- Attach Recipient List – select the recipient list or lists that you would like to email this campaign to, the software will de-dup anyone who is on multiple lists so they will only receive one email.
- Attach Template – select and edit the template that you would like to send or create a new one using +New Template.
- Schedule or Send – double-check information, send a test email, schedule or send the email.