Creating a new campaign
Create custom campaigns you can use to connect with your
leads and clients. In this procedure, will walk you through the process of creating
and new email campaign.
To build an email campaign, perform the following:
AGENTVIEW has made it simple to build and save email
campaigns. To Build your email campaign, you will use the “Campaign Builder”
form located on the left side of the screen. To create a new campaign perform
the following:
-
Campaign Name: Here you will enter the name you
wish to call your campaign. We recommend that you be strategic when naming your
campaigns as you can individually assign contacts to your campaigns with
separate start dates.
-
Select Campaign Interval: You can select the
campaign in interval from the following options.
o
Once a week (Up to 6 weeks)
o
Twice a week (Up to 12 weeks)
o
Once a month (Up to 6 months)
o
Twice a month (Up to 12 months)
-
Select 1st Email: Here you can assign
your first email from the drop-down menu.
-
Select 2nd Email: Here you can assign
your second email from the drop-down menu.
-
Select 3rd Email: Here you can assign
your third email from the drop-down menu.
-
Select 4th Email: Here you can assign
your fourth email from the drop-down menu.
-
Select 5th Email: Here you can assign
your fifth email from the drop-down menu.
-
Select 6th Email: Here you can assign
your sixth email from the drop-down menu.
All emails are optional except the first email. This means you can create email campaigns that can contain from 1 to 6 emails. Once the campaign is created it till show on the “Campaign List” where you can click on the campaign and see the campaign details.
You can also view who is assigned to this campaign and
assign new contacts from your CRM Contacts to the campaign.