Campaign planning is key to success!
Follow our tutorial video here on how to create a campaign.
You can also follow the full written guide below.
Go to our Help Centre for extra, advanced campaign features to enhance your planning.
Step 1:
Click on the 'Roadmap' tab.
Step 2:
Click the 'Create' button and choose 'Create Campaign' from the dropdown menu.
Step 3:
Choose your template! You can select one of our preset templates, or a template which you have used in a previous campaign. By scrolling to the bottom, you can even create your own template from a blank canvas.
You can use the filters at the top of the page to find exactly what you are looking for. Each template is also categorised into a different 'bucket' - for example Introduction Campaigns, Open Days etc.
If you want to also try our AI Conversation Designer, click "Generate Conversation" from the AI Generated Conversation option - feel free to explore more of this feature on this help article.
Step 4:
Click 'Next'.
Now, you can give your campaign a name and send date. Don't worry - you can change these later.
Now click 'Save'.
Step 6
Now, you are in the Conversation Designer view. Here, you can make changes to the template if necessary and also import your contacts.
For more information on using the conversation designer, check out our article here and to learn how to do a data upload, check out our article here.