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.
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)(3)
When you create a new campaign, you will come to this screen. From here, you can insert a campaign name (1), configure your campaign(2), and add events to your campaign (3). We will continue with adding events.
You can add a various number of events.
SMS- 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.
Once you have your event's 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.
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) > Manual Actions (2).
From here, you will see all the manual actions waiting for you. Click on Let's Start (3) and your actions will 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.