There are four ways to start a new campaign:

  • Start a new campaign from the ‘Navigation Sidebar’

  • Start a new campaign from ‘Campaign Index Page’

  • Start a new campaign from ‘Prospect Table’

  • Start a new campaign from ‘Talent Pool Index Page’

Method 1. Start a new campaign from the ‘Navigation sidebar’

  • Step 1: On the ‘Navigation Sidebar’, click the ‘CRM’ tab, then select ‘New Email Campaign’.

  • Step 2: Input campaign name and select your targeted audience from your prospects and talent pools

  • Step 3: Start inputting information for your touchpoints. You need to fill out all information below

    • Touchpoint start time

    • From and Reply-to field

    • Touchpoint email subject

    • Touchpoint email content

  • Step 4: Add a new touchpoint if you need more than one touchpoint. Simply click on the ‘+’ symbol.

  • Step 5: Repeat step 3 to 4 to create multiple touchpoints.

  • Step 6: Review your email campaign. You can delete touchpoints by clicking on “Delete”. button on the top right corner of each touchpoint window.

  • Step 7: If you want to edit your email campaign in the future, click ‘Save as Draft’.

  • Step 8: If you want to start your email campaign, click ‘Launch’.

Method 2. Start a new campaign from the Campaign Index Page

  • Step 1: On the ‘Navigation Sidebar’, click the ‘CRM’ tab, then select ‘New Email Campaign’.

  • Step 2: Click “New Campaign”

  • Step 3: Repeat step 1 - 8 from Method 1 to start your campaign.

Method 3. Start a new campaign from the Prospect Table

  • Step 1: On the left navigation sidebar, select Prospect then click “Prospect List”

  • Step 2: Select prospects whom you want to send email campaign to

  • Step 3: Follow step 1 - 8 in the Method 1 to start your campaign.

Method 4. Start a new campaign from the Talent Pool Index Page

  • Step 1: On the ‘Navigation Sidebar, select ‘Prospect’, then click ‘Talent Pool’.

  • Step 2: Select the talent pool that you want to run an email campaign, then click the ‘Start Campaign’ icon button.

  • Step 3: Follow step 1 - 8 in the Method 1 to start your campaign.

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