Requirements

The Marketing & Vendor Configuration set-up must be complete before creating campaigns. See Marketing & Vendor Configuration.

Creating Campaigns

From left side navigation menu, go to Marketing.
Go to Open Campaigns tile > click +New Campaign
From drop-down selection menu, select the desired Campaign Type, or +Create Campaign Type to create a new campaign type via dynamic entry.
Complete New Campaign form pop-up window.
1. Status: Options include Pending, Open, Closed, Expired
2. Status Date
3. Name
4. Description optional
5. List: This is where you will attach the contact list for outbound communications.
6. Start
7. End
8. Target Demographic optional
9. Target Demographic size optional
10. Marketing Piece optional
11. Lead Vendor optional
12. Office optional
13. Zones optional
14. Tags optional
Click Save button.

Adding Appointments to Campaigns

From left side navigation menu, go to Marketing.
Go to Open Campaigns section and select a campaign to edit or click View All Campaigns link to see full campaign selection.
From Campaign page, go to Appointment section.
Click +New Appointment button
From drop-down selection menu, select the desired Appointment Type.
Complete New Appointment form pop-up window.
1. Households
2. Contacts automatically includes both the primary contact and secondary contact
3. Event optional
4. Producer *REQUIRED
5. Status
6. Subject *REQUIRED
7. Location
8. Start Date & Time *REQUIRED
9. Duration *REQUIRED
10. Description optional
Click Save button.

📌 Note: If the Primary and/or Secondary Contact(s) email address is on their household record, they will receive a calendar invite containing the above Appointment Information.

🔎 Tip: Depending on your business needs, you may want to create and manage appointments generated from specific events. That way, you are able to measure success of the events individually as well as their impact on the overall campaign metrics.

🔎 Tip: All metrics tied to an event (e.g. costs, appointments, production, etc.) are reflected on the associated campaign page!

Adding Costs to Campaigns

📌 Note: Vendor must be configured before adding costs to campaigns.

Adding Vendors

From the Campaign page, go to Costs section.
Click +New Cost button.
From drop-down selection menu, select the appropriate Cost Type.
Complete New Cost form pop-up window.
1. Date
2. Amount
3. Vendor
4. Name optional
5. Description optional
Click Save button.

🔎 TIP: Adding and tracking costs is great to measure ROI.

Adding Lists to Campaigns

📌 Note: To add lists to a campaign, you must first Create a Saved Filter. See Creating & Using Saved Filters.

From left side navigation menu, go to Marketing.
Go to Open Campaigns section and select a campaign to edit or click View All Campaigns link to see full campaign selection.
From Campaign page, go to Lists section.
Click +New List button > select Dynamic List.
From New Marketing List form pop-up window, go to Saved Filter.
Select the desired Saved Filter.
Click Save button.

📌 Note: Currently, we only support Dynamic Lists – also known as active lists. This type of list automatically updates their recipients or contacts based on meeting certain criteria (or filters).

Adding Channels to Campaigns

From left side navigation menu, go to Marketing.
Go to Open Campaigns section and select a campaign to edit or click View All Campaigns link to see full campaign selection.
From Campaign page, go to Media Channels section.
Click +New Channel button
From drop-down selection menu, select the desired Channel Type*.
Complete New Channel form pop-up window.
1. For Emails
  1. Name
  2. Description optional
  3. Marketing List
  4. Scheduled Delivery Time
  5. Sender Name
  6. Sender Email
  7. Reply To Name
  8. Reply To Email
  9. Subject
2. For Text
  1. Name
  2. Description optional
  3. Marketing List
  4. Scheduled Delivery Time
Click Save button.

📌 Note: Currently, we only support Email and Text channel types.

Creating and Sending Emails

📌 Note: Prior to creating and sending emails, additional set-up is required. Please reach out to our Customer Success team to get started.

Creating Emails

From left side navigation menu, go to Marketing.
Go to Open Campaigns section and select a campaign to edit or click View All Campaigns link to see full campaign selection.
From Campaign page, go to Media Channels section and select an email to edit.
From Email Channel page, go to Template section.
Click Edit Template button.
From Edit Email Template pop-up window, use the Email Editor tool to format and create your email.
Click the Save button.

Sending Scheduled Emails

Once you’ve completed creating and finalizing your email, now it’s time to schedule.

From Email Channel page, click Scheduled Emails button.
From Schedule Emails for Delivery pop-up window, confirm Scheduled Delivery Time.
Click Schedule Email Delivery button.

Adding Costs to Events

From left side navigation menu, go to Marketing.
Go to Open Campaigns > select desired Campaign or click View All Campaigns hyperlink to view all and select.
From the Campaign page, go to Events section.
Select the desired Event.
Go to Costs section.
From drop-down selection menu, select the appropriate Cost Type.
Complete New Cost form pop-up window.
1. Date
2. Amount
3. Vendor
4. Name optional
5. Description optional
Click Save button.

Video Tutorial: Features of the Event Page

Includes adding attendees to a specific event, creating appointments and opportunities directly from the attendee tile and more.

Creating Opportunities

Marketing & Vendor Configuration

Appointments Overview & Scheduling

🙋 Appointments FAQs

Creating Events