Creating a CRM campaign

STEPS TO CREATE A CAMPAIGN

To create a new campaign follow these steps:

1. From the left-hand menu, click on the CRM menu button.
2. Click the Create New button on the CRM Campaigns page.
3. The Create Campaign tool will pop-up. Enter the 'Campaign Name' and provide a 'Campaign Description' if required.
4. Click the Create button.
5. You will be taken into your Campaign’s Summary page. This gives you useful statistics so you can see at a glance the success of your campaign.

NEXT STEPS

• Add contacts to your campaign
• Create emails for your campaign