SUMMARY

To create a campaign you have to decide what type of campaign it is going to be and have your contacts ready in the Search.

To create a campaign:

  1. Click on Campaigns

  2. Click on "+Add campaign"

  3. Select the campaign type, click "Create campaign"

  4. Fill in a Campaign name, click "Next"

  5. Choose a template (if you have any) or Create without a template

  6. Go to Steps and add the messages depending on the target audience

  7. (optional) Add follow-up messages and Hyperise image or GIF

  8. Click Apply to save changes

  9. Go to searches and assign your chosen search to the newly created campaign draft

  10. Go to campaign Settings to set campaign daily limits and click Apply

    Note: the total of all messages going out from your all active campaigns should not be greater than what you have specified in your Profile settings

  11. Activate the campaign by sliding the Status bar to the right.

    Note: If you wish to start your campaign on a specific day, unclick Start immediately button and select the preferred day, then activate the campaign

You can also edit the name of the campaign in this menu or delete a campaign.

*Allow around 45 minutes for Prospect Labs to process all the messages to start sending.


IN DETAIL

To create a campaign you have to decide what type of campaign it is going to be and have your contacts ready in the Search.


You can have multiple campaigns running at the same time and set exactly how many interactions you would like to send from each campaign by amending Campaign daily sending limits from campaign Settings.

Although all campaigns are slightly different and creation steps may vary slightly, these are the basic steps to create a campaign:

  • Click on Campaigns and click on "+Add campaign":

  • Select the campaign type, click "Create campaign":

  • Fill in a Campaign name, click "Next":

  • Choose a template (if you have any) or Create without a template:

  • Go to Steps and add the messages depending on the target audience

  • (optional) Add follow-up messages and Hyperise image or GIF

  • Click Apply to save changes:

  • Go to Search and assign your chosen search to the newly created campaign draft:

  • Go to campaign Settings to set campaign daily limits and click Apply:


    Note: the total of all messages going out from your all active campaigns should not be greater than what you have specified in your Profile settings

  • Activate the campaign by sliding the Status bar to the right:

    Note: If you wish to start your campaign on a specific day, unclick Start immediately button and select the preferred day, then activate the campaign

You can also edit the name of the campaign in this menu or delete a campaign OR allow the system to override duplicates and still add leads to your campaign even if they are in your company campaign already.

*Please allow around 45 minutes for Prospect Labs to process all the messages to start sending.

Congratulations, you've just created your campaign!


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