How to create a campaign

Steps

1. Go to Campaigns and create a new campaign. Give it a name that identifies the audience and the offer.
2. Work through the tabs left to right: Overview, Leads, Sequences, Schedule, Email Accounts, Options, Queue, Analytics, Settings.
3. Overview summarises readiness and progress. Leads sets the audience. Sequences holds the emails. Schedule controls when. Email Accounts controls which mailboxes send.
4. Changes save as you work; Save in the header forces a save immediately.
5. Use Preview to see rendered copy for real leads and Send test to mail yourself a copy.

Important notes

• The readiness bar at the top of a draft campaign lists everything still blocking launch.
• Overflow menu actions include Duplicate campaign, View analytics and Archive campaign.

Common problems

• Launch campaign is greyed out — readiness is not satisfied; the bar names the reason.