- Click on create a campaign
- Give a campaign name
- You need to schedule date and time for the initial mail or campaign to start..so click on schedule date and time
- Select the calendar date and time
- You can choose any template from the template library or
- You can create a new template from the drop-down
- Enter subject and tag from the options provided by clicking on the tag icon
- You can attach any files or pictures
- You can send a follow-up mail by clicking on add follow up
- Click on the calendar to set the follow-up date and time
- You can follow up based on the conditions like when the mail is opened, replied and not replied by choosing from the select drop-down
- Or you can send this as a new thread that is as a fresh mail irrespective of the conditions
- You can choose templates or create a new one
- Finish your content and add any attachments required and click on next
- Select a campaign list from the drop-down
- Or you can create a new campaign list
- When you want to create a new campaign list it would ask you to import that list which is an excel or CSV file format
- Give a list name and click on save list
- Tag the columns appropriately with contact first name and email address
- Click on next
- Click on finish
Your campaigns are super ready to go !!
