Create your first campaign create-first-campaigns
To create a new campaign, you need to define its settings, schedule, and include workflows and deliveries.
Create the campaign campaign-create
To create a new campaign, follow these steps:
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Click the Campaigns menu, and click the Create campaign button.
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Select the Template to use and provide a label for the campaign. Read more.
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If needed, you can change the following Additional options: internal name, folder, assignee, description and nature.
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Define the Schedule of your campaign. Learn how to set your campaign schedule in this section
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Click Create.
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Add workflows and deliveries to your campaign:
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From the Workflows tab, click Create workflow. A default workflow is automatically added when you create your campaign. Lean more on how to create a workflow.
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From the Deliveries tab, click Create delivery. Learn more
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Monitor and track your campaign campaign-monitoring
Campaign monitoring is a key step to analyze your campaign’s effectiveness. Open your campaign, and click the Logs button.
You can also view the dedicated reports by clicking the Reports button. See this section.
Define the campaign schedule campaign-schedule
The campaign starts when the start date is reached. As long as the start date is not reached, the campaign has the Draft status. Then when the start date is reached, it turns to In progress. Once the end date is reached, the campaign is set to Completed.
Start and end dates are displayed in the campaign list, and can be used as a filter. See this section.
Once the date is reached, deliveries created in that campaign in the context of a workflow which are ready to be sent are actually sent. For this, the workflow must have been started.