To create a new campaign, follow the steps:
Go to the left-hand side and click on the arrow
Click on “+ADD NEW” button on the top right
Type in the name of your campaign
We suggest adding target audience parameters such as title, industry/niche, geo in the campaign name (e.g. Marketing Director_Advertising Agency_US) so you can more efficiently find and optimize your campaigns down the line.
Click on blue CONTINUE button and it will bring you to the next step
Add Leads - click on either one of the blue Import buttons to upload your leads
Select the method with which you’ll upload the leads
Create your sequence
Set up the campaign schedule
Set up the campaign sending rules and senders in Options tab
Launch the campaign
FAQ
Q: Can I edit my active campaign?
A: You can edit the campaign after you launch it, upload new leads, change campaign options, etc.
Q: Can I add new steps in my active campaign?
A: You can add new steps in your active campaign. When you add a new step:
It shows you a warning on the front-end
After you hit save, it will re-activate any leads that have not sent a reply
