How to Create a Campaign?Last Updated: February 03, 2019
Click on 'Campaigns' on nav bar on the left-hand side.
Click on '+New Campaign'
Name your campaign
To add the first touchpoint/email in the campaign, click on 'Add Touchpoint'
The email window opens up. Compose your email or select from existing templates. You should also insert custom fields to make the email more personal. Define the date and time which you want to send the first email.
You can also send yourself a test email by clicking on Test email.
The first email in the campaign will be sent at that particular date and time. If the date of the first email has passed and a new candidate is added to the campaign, the campaign is sent at the specified time, whenever it happens next.
Suppose you schedule the first email for 24th August, 3:00 PM.
If a candidate is added on 27th August, 6:00 PM, then the email is sent on 28th August, 3:00 PM.
If a candidate is added on 27th August, 12:00 PM, then the email is sent on 27th August, 3:00 PM.
Once you are done with your first touchpoint and want to add another touchpoint, click on 'Add Touchpoint'
Write the email or choose from templates.
Define after how many days of the first touchpoint you want to send the next touch point.
Define the time at which you want the touchpoint to be sent.
Choose if you want to count weekends in this duration or not.
Choose if you want to send this touchpoint as a reply to the previous touchpoint or do you want to send it as a separate email.
You can then add other touchpoints (if you want to) and then click 'Save Campaign' once done.