How to create an campaigns

1. Click on Campaign on the main menu.
2. Click on New Campaign and choose how you like the campaign to be delivered to your clients.
   • Auto campaign: These will be sent automatically at specific times.
   • Manual campaign: These will be sent as soon as the campaign is finished being made.
   • Visitor auto campaign: This campaign will be set up on your website for visitors to see.

How to adjust your auto and manual campaigns

The adjustments in auto and manual campaigns are relatively the same. The difference is that auto campaigns will need a scheduled send time. Once you have chosen the type of campaign you will need to fill in the following.

1. Title
2. Choose channel: Choose which channel you would like the campaign to be sent with. You will have the choice between sending by email, messenger or SMS.
   • Email: Master email marketing with fully customized templates.
   • Messenger: Interact personally with direct in-app-messaging.
   • SmS: Send bulk SMS online with simple and direct texts.
3. Who is this campaign for: Choose the recipients of the campaign.
   • Choose a message type:
     • Segment: Send the campaign to certain segments. You will have a choice from the following segment types.
       • Visitors: Consists of website visitors.
       • Leads: Consists of prospective customers.
       • Customers: Consists of customers.
       • Company contacts: Consists of all contacts of your company.
       • Deal contacts: Consists of contacts from sales pipelines.
       • Task contacts: Consists of contacts from task boards.
       • Ticket contacts:  Consists of contacts from ticket boards.
     • Tag: Send the campaign to users with certain tags on the erxes system. You can customize your tags in your settings.
     • Brand: Distribute from certain brands. You can customize your brands in your settings.
4. Compose your campaign: This is where the content of your campaign will be inputted.
   • From: Fill in the email in which the campaign will send from. Please note this email address must be verified by Amazon SES services.
   • Sender: If this is a two-way communication, i.e. you're expecting a reply to this message, please type in your phone number, so that the recipient can reply.
   • Reply to: Fill in the email address you would like to receive replies from.
   • Email subject
   • Email Template: You can pick an email template and customize your email, or you can choose your own created template.
   • Attachments: Input attachments you would like to be sent with the email.
   • Schedule: Schedule the times you would like this email to send.
   • Choose date: Schedule the date you would like this email to send.
   • Send to the following email as a test: Choose an email to send a test email to to make sure the campaign was made to your liking.