After clicking the yellow button New campaign, a step-by-step plan will start for setting up a campaign. Once you have clicked on New campaign, you will see the following step-by-step plan:
The step-by-step plan consists of two steps:
Once you have reached the submenu New campaign, you can indicate the properties of your campaign: name of the campaign, the description, and contacts participating in the campaign.
- The campaign name should describe it's intent. For example: Welcoming campaign. The name of your campaign is for internal use only and will not be visible to your contacts.
- A description is not required, but it can help your colleagues to understand the campaign's goal.
- Something that does affect your contacts is how often a contact can participate in the campaign. There are three options:
Unlimited: The campaign will go off each time an event/action occurs.
Once while campaign is active: A contact only re-enters the campaign if they have completed all the steps of the campaign and the event/action occurs again.
Once: The campaign is initiated only once for a contact, regardless of the event/action occurring again.
- The Author field is pre-filled with your account name, and the Creation date field will automatically be set to the date on which you create the campaign.
Once you have completed step 1, you will be directed to step 2 of creating a new campaign. The screen looks like this:
From this screen, you can start the campaign editor by clicking the blue button Edit.
Once you have clicked the button Edit, you will see the following screen:
This is where you can add the triggers and steps of your campaign. When you are done with the editor, save the campaign and close the editor. You will return to the Overview screen, where you will see your campaign.
If this is the first time you are using the editor or in case you need help, please continue to the instructions of Campaigns editor.