A campaign is a sequence of emails (actions) sent automatically to your contacts (leads) based on when they sign up.
Follow the steps below to create New Campaigns:
- Go to Follow-Ups.
- Click ‘Create Campaign’
- Add a name to your campaign.
- Select the Sender Email Address.
- Select the Contact List.
- You can include the current leads of the selected Contact List or future leads of the selected Contact List.
- Click ‘Create Campaign’
Once you've done this, you can add Steps to your Campaign or Edit it. Your new campaign will be OFF by default. You must turn it ON for it to start sending the Actions to your Contact List.
👀 IMPORTANT:
- All your campaigns will appear in the Campaigns tab.
- We've already created two campaigns for you by default, so you can see how they work. These campaigns are also available in Spanish.
- You can click on any campaign name to view or edit all the emails that belong to it.
- Broker follow-ups will be sent to their leads only.
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