How to create a campaign

Step 1 To build a campaign, you're going to head over to the Settings tab, then up to: Campaign Template Editor. 

Step 2 you will click the: Create New button. 

Step 3 After you click on: Create New, on the right-hand side, you'll have all the initial setup details for your campaign.

The name of your campaign.

The execution type (whether it's a relative date or a fixed date).

Any stopping clauses you may want to assign to the entire campaign. 

Silent hours you may want to assign to the entire campaign, and if you wish to execute only on business days.

You also have the option of cloning an existing campaign. So, if you've already created a campaign and just want to make some tweaks to it for another purpose, you can definitely to that.

In this example, let's add a name for the campaign. 

Step 1 Enter the name of the campaign.

Step 2 In this example we are not going to put any stopping clauses on the campaign, as we will add them on individual actions.

Silent hours: are used if you have a very text-heavy campaign, in which case you should definitely put the silent hours on the entire campaign. Otherwise, this option can also be included individually.

Step 3 After all previous actions have been completed, you will then simply click on: Save.

Step 4 To start building your actions you're going to click on this plus sign here to build out the first action. 

Step 5 In this example, we will select the e-mail as the first action. 

Step 6 You will then have the ability to create an e-mail and to put a subject in and the content of the email. 

Or in case you already have a template created, you can choose it from the dropdown.

Step 7 You can choose who that e-mail gets sent out from. By default, it'll be the person that the lead is assigned to that will be sending that e-mail. 

Step 8 Here you will also find those stopping clauses that you can use on that specific action. 

If you're using a stopping clause on an individual action, it will skip over that action and carry on the campaign.

Step 9 You will also be able to set the delay period. 

The delay period is: How long after the campaign is assigned will the first action be sent out.

Step 10 Click on the Save button.

Once all the previous steps have been completed, this is how it should look like on your end.

Step 11 To create the second action you should click again on the plus sign.

Step 12 Choose SMS action, for example.

Step 13 When you're creating an SMS, you can write the SMS in this window. 

However, you will also have the option of creating and using one of your existing templates.

You can then choose who that SMS comes from.

Any stopping clauses.

And of course, you may want to put silent hours.

You can also click on the little clock sign to pull up the full clock options.

And lastly, you can choose the delay period. The delay period is how long after the first action will the second action occur. 

In this example we set this SMS to go out two days after the first e-mail.

After you set your preferred delay period you will then simply click on: Save.

After that action has been completed, you'll be able to see that two days after the initial e-mail goes out, this SMS is going to go out.

You also have the option of creating a task as well. 

Step 14 So when you're creating a task, you will put a title to your task and task details.

You can also set the task priority.

Who this task should be assigned to.

The initial status, which would be: Not started, in most cases, but not necessarily. 

You can also adjust the task due date or select this option as 1 or 0 if you don't really want to delay it.

 

You can put stopping clauses on these tasks as well.

Lastly, you can adjust your delay period and silent hours. 

Step 14  Click on Save button.

Here is the outcome:

1. You've got one e-mail going out five minutes after the campaign is assigned. 

2. Two days after that, the SMS will go out.

3. And then five days after that SMS you'll get notified to complete the task you created.

You also have the option of assigning to another campaign. I.e. let's say you have a Buyers campaign and you want all your leads with whom you do not make contact by the end of the Buyers campaign to be assigned automatically to Unresponsive leads campaign.

Step 15 After all previously mentioned steps have been completed, you're then simply going to close out the campaign editor.

Then you'll be able to see that your new campaign has been built into your campaign section. 

While you can always go back and edit those campaigns should you need to do so.