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Campaign

Create; send effective Email and Phone campaigns to customers managed in contact groups. Create notification emails using HTML editor or newsletter templates.

How to Create Email Campaign ?

Go to Lead Management > Campaign.

•	Fill out the Add New Campaign Form
•	Enter the title of the campaign.
•	Under campaign type select Email.
•	In the description box provide a brief description about the Email campaign
•	Select start date and end date.
•	Select the group to whom you want to send the campaign from the below list and Click on 'Continue'

Create Mail window will give you 3 Types of Email Creating options

1. To Send a Text Mail: Send mail in the simple text format. All you have to do is

•	Mention the subject of email.
•	Verify the auto-filled mailing details by system and click on next.
•	Upload file in the attach files section and
•	Choose Plain text or HTML format o the mail. Alternatively you can upload an external text file.
•	Click on ‘Preview’ to view your email layout.
•	Check ‘Include Signature’ to add your signature (Optional).
•	Select one of the following options: Save to Drafts/Send Mail/Schedule Delivery.
•	Click on ‘Save to Drafts’ to save the email. You can modify and send the drafts whenever you wish to.
•	Click on ‘Send Now’ to deliver the email immediately. Or use ‘Schedule Mail’ to choose a future
	date and time for your broadcasts.

2. My templates: This is a section where you can see all the templates which you have created and saved.


•	By Choosing My Templates you will go to the page as shown in the blow screenshot
	LETS SEE HOW TO CREATE NEW TEMPLATE
•	Click on Create New Template Button on the top right corner to Create New template or
	Select from the existing Templates




	By Clicking on Create New Template you will see the option of tools ( as shown below ) which will help you to create your own design, If you have the Knowledge of Html and css

•	Once you are done with the design, Click On Save As button on the top menus.
•	Give any Name to your template and Save it.

3. Select Templates: Choose newsletter templates from the list template library.

•	Explore various categories for the most suitable templates. Select any newsletter template
•	Choosen template will be redirected to it Editable Mode, where you can change the Images and the text
	like show in the below screenshot.

•	Click on Edit button on each section to edit the content, or click Delete to remove the complete section from the template.
•	You can also Drag and Drop each section independently and Inter change the sections as per your requirement
•	You can attach any documents along with this Newsletter
•	After making all the change click on Save Template button on the top Menu of this template.

	All The Above 3 options has footer like as showen in the below picture, where you can
•	Select one of the following options: Save to Drafts/Send Mail/Schedule Delivery.
•	Click on ‘Save to Drafts’ to save the email. You can modify and send the drafts whenever you wish to.
•	Click on ‘Send Now’ to deliver the email immediately. Or use ‘Schedule Mail’ to choose a future date and time for your broadcasts.
•	You can also quickly sent a Test Mail to check the newletter preview to any test email ids before sending a blast.

Quick Help List

	Registration
	Members and New Users
	Content Management
	Polls and Surveys
	Events
	Create Event
	Product Management & Feeds
	Milestones & Tasks
	Messages
	Themes and Templates
	Phone-Campaign
	Billing
	campaign
	Contacts
	Dynamic Form
	Expense
	General Documents
	Lead Management
	Manage Products
	My Connection
	My Templates
	Questions
	Reports
	User & Members
	View Campaign
	View Drafts
	Submit Help Request