Email campaign feature enables to send email in bulk. You can apply certain filter and select the contacts according to the required and design the template for the campaign.
To set up an email campaign please make sure you have permission to do so:
Then,
Step 1: Click on 'Campaign' from the left navigation bar.
Step 2: Select Email from the drop-down.
Step 3: Go to ‘Create new Campaign’ on the right side.
Step 4: Set up Campaign Information, Name, Category, Sender Information (email Id of the sender), and the Subject for the campaign.
Step 5: Click on the Next Tab.
Designing the Template
You can design the template for the campaign as per the requirements and save them to use for future use as well. Follow the following steps to create your template:
Step 1: Select Template to design a template.
Step 2: Click on the use template of the blank template if you will design your own template.
Note: There are some templates provided by the system. You can use that as well.
Step 4: You can simply design the by dragging and dropping the content that you require.
Step 5: Click on Next once you complete.
Please Note: Once you design the template. The template will be saved under the My Template section.
Set Recipients for the Campaign
You can filter the recipients of the campaign as per your need. For this:
Step 1: Select Add New Filter.
Step 2: Select the filter you require.
Please note: You can apply multiple filters as well. For this you can select Add New filter again.
You can also save the filter for future use if the filter is used frequently. To save the filter, please select save filter.
Step 3: The list of the contacts will be listed as per the filter you have applied. From the list you can select the contacts.
Email Campaign Summary
Once all the email campaign details are selected,templates are designed and the recipients are selected, you can view all these details in the summary. For this select Next after you selected the Reciepients.
Step 1: You can edit the details you have added, simply by clicking Next beside the detail you want to edit.
Step 2: You can click on Send Now to send the emails/campaign instantly, click on Schedule to send the email campaign at the selected time, and click Save Draft to save the campaign as a draft.
