How To Create A Basic Campaign

Important Note: “Campaigns” in Automation is a deprecated feature and has been replaced by Workflows. If you want to learn more about how to properly set up Workflows, please check out our article “How to Create and Use Workflows”

This tutorial will show you how to set up a basic campaign. Campaigns are automated sequences of events (such as emails, SMS, calls, voicemails, etc.) that will help you gather and convert more leads while you’re focused on running your business.

Step 1: Create a Campaign

• Create a campaign by clicking Create Campaign in the top right.

• Choose a name for your campaign.
• Click Save.

Step 2: Setup the Campaign Configuration.

• Use the dropdown for “Campaign Configuration” to establish settings for the campaign. You can set up a window for campaign event delivery (such as Mon-Fri 8am-5pm), assign users within to a campaign, automatically determine what next campaign contacts/leads will go into, and more.

Step 3: Add events to your campaign. These events will be your automated sequence.

• Click +Add Event to add a new event.

• Select the type you wish to use in the pop-up window that appears.

•  There are many different things you can do with events. Some of the highlights are: 
  • You can have multiple different types of events in the same campaign
  • You can change the timings of your events as you desire 
  • You can send it immediately or have it wait for any number of minutes/hours/days.
    • It’s important to note that the next event will be relative to the previous event. 
    • For example, if you set the first event to send 30 minutes after a lead is entered into the campaign and then put a 30-minute wait for the second event, the second event will send 30 minutes after the first event.

Once you have created your campaign, ensure that it is changed from draft to published so that it can run.

Use Cases 

**1. Lead Nurturing:**Automate the lead nurturing process by creating a campaign that sends emails or SMS messages based on the lead’s behavior. For instance, you can set up a campaign that sends a welcome email immediately after a lead signs up, followed by a series of educational content emails to engage them further over the next few days.

**2. Customer Onboarding:**Streamline the onboarding process for new customers by designing a campaign that guides them through essential steps. For example, after a customer makes a purchase, the campaign can automatically send a thank-you email, provide access to a product guide, and schedule follow-up reminders to ensure they have a smooth onboarding experience.

FAQ

**1. How do I create a campaign in the automation tool?**Click Create Campaign in the top right corner, choose a name for your campaign, and click Save to create it.

**2. What settings can I configure for my campaign?**In the Campaign Configuration dropdown, you can set delivery windows, assign users, and automate determining the next campaign for contacts or leads.

**3. How do I add events to my campaign?**Click +Add Event to open a pop-up window. In this window, you can select the type of event you want to add and set its timings and conditions.

**4. What should I consider when setting event timings?**Event timings are relative to the previous event. For example, if you schedule a second event to occur 30 minutes after the first event, it will be based on the timing of the first event.

**5. How do I make my campaign active?**After creating your campaign, ensure you change its status from draft to published to activate it and allow it to run.