Creating Your First Campaign

In this article we will show you how to create your first campaign. We will explain each aspect of a campaign.

Part 1

When you navigate to Automation (1) > Campaigns (2), this is the first view you will see.

Note: If you're using Zapier to connect to any campaign, you will need the Campaign ID (pictured)

Part 2

To create a new campaign click the button (create campaign), a pop-up box will come out then you will be prompted to enter the campaign name then save, from here you can configure your campaign, and add events to your campaign. We will continue with adding events.

Part 3

You can add a various number of events.

MS- Will send an automatic text message to your lead.

Messenger- Will send an automatic Facebook message to your lead.

Email- Will send an automatic email to your lead.

Call- Will ring your assigned phone number and ask you if you would like to connect to your lead.

Voicemail- Will attempt to send a voicemail-drop to your lead.

Wait- Will wait an amount of time you choose before the next event.

Manual SMS- Will queue a text message (more on this below).

Manual Call- Will queue a manual call (more on this below).

Webhook- Will send your lead information to a destination of your choice.

Add Task- Will assign a task to someone of your choice.

Part 4

Once you have your events setup, you can now configure your campaign. 

Note: You do not have to go in this order. You can configure your campaign first and then add your events.

Part 5

A note about Manual Calls and Manual SMS. 

If you prefer to send a manual call or text message while you are online (i.e. during your business hours), you can set this up in your campaign.

Navigate to Contacts (1) > Smart List (2).

From here, you will see all the actions waiting for you.  Click on the Contact (3) and set your actions to start. 

There will be a five second delay in between each action. You have the option to pause should you wish to take a break between tasks.