You create different campaigns for your prospects and leads.

Creating a campaign consists of 3 steps:

  1. Create a new campaign

  2. Set the audience

  3. Add sequences


  • A record can only be in one campaign at a time.

  • Whenever a record is changed to a different status (for example, when a prospect is turned into a deal), the record will automatically be removed from any prospect marketing campaigns.

  • Marketing campaigns for prospects require at least 100 records.

Create a campaign

Step 1: Create a new campaign

  1. Click the Marketing tab.

  2. Click Add Campaign.

  3. Enter a name, stage, and start date for your campaign. Then click Continue.
    Note: Tomorrow is the earliest you can start a new campaign.

Step 2: Set the audience

  1. Type in the name of a filter and either select it from the list of existing filters, or click Add new.

    Note: Only filters you've created for this stage will show. For example, if you created a prospects list called Super High Quality, it will show for a prospect campaign, but it won't show for a leads campaign. Visit the Filters article for more information on creating filters.

  2. Select the checkbox to remove duplicate records with the same contact. If selected, any contact that owns multiple properties will only receive marketing to one of their addresses.

  3. Select how you'll batch your marketing campaign: All at once or in multiple batches. Sending in multiple batches helps ensure your campaign isn't so large that you couldn't handle a high response rate from interested contacts.

    • Select All at Once if this campaign will have less than 200 records or if your office can handle a high response rate from the number of records being sent out. For example, if you send 2000 ringless voicemails to this campaign and have enough support to handle a high response rate for this number of records, select this option.

    • Select in Multiple Batches if your campaign includes a large number of records that would be difficult to handle for a high response rate from interested contacts. If you select this option, you'll also select how many batches, how many records are sent per batch, and how much time is delayed between each batch.

      Note: Your campaign must have at least 200 records to create multiple batches.

  4. Select whether the campaign will be single use or continuous.

    • Select Single use if your campaign will end when all records have completed all sequences.

    • Select Continuous if records will be automatically added into the campaign. These campaigns run until you manually cancel them. If you select this option, you'll also select whether you want to

      • automatically add new records to this marketing campaign if match the campaign's filters. New records will start at sequence 1 in the campaign.
        If Yes, you'll also select how many new records are required before they'll be added into the campaign. For example, if you select 100, there must be 100 new records that match the campaign's filters before they'll be added into the campaign.
        Important: New records will not be added until all batches from the most recent campaign efforts are completed. Additionally, new records are only added on the same day of the week as the campaign start date.

      • allow existing records to reenter this campaign. If yes, once the records in this campaign have gone through all of the sequences, they could be added into the campaign again in the future.

  5. Select how many days you want to pause records after they complete this sequence before they can enter into another sequence or repeat this one.

  6. Click Continue.

Step 3: Create a sequence

Before you create a sequence, you must first create a marketing profile. If you don't already have one, click Create Marketing Profile. For help setting up your marketing profile, visit the Create a marketing profile article.

  1. Once your marketing profile is set up, click Add Sequence and select Email, Direct Mail, or Ringless Voicemail.

    • Email:

      1. Enter a name, marketing profile where the email is coming from, and how much of a time delay will be in between each sequence.

      2. Click Plain Text.

      3. Enter a subject and body for the email. You can copy and paste the attributes listed on the right into the subject or body to have custom data entered for each record.

      4. Click Continue to review the preview. You can also send yourself a test email to be sure everything looks correct.

      5. When everything looks correct, enter "APPROVE", agree to the terms, and click Approve Email.

      6. Click Save Sequence.

    • Direct Mail:

      1. Enter a name, marketing profile with the return address, and how much of a time delay will be in between each sequence.

      2. Select the type of direct mail: personal letters, professional letters, or real penned letters. Then click Continue.

      3. Select a template.

        Note: Click the Expand button so see a larger copy of the template.

      4. Select the postage, whether to add a logo, the font style and color, the envelope style, greeting, body, and signature. As you update these fields, you can see the changes in real time in the example at the bottom.

      5. Click Continue.

      6. When everything looks correct, enter "APPROVE" for both the front and envelope designs, agree to the terms, and click Approve Proof.

      7. Click Save Sequence.

    • Ringless Voicemail:

      1. Enter a name, marketing profile where phone calls will be forwarded, and how much of a time delay will be in between each sequence.

      2. Record your ringless voicemail.

      3. Select whether to send the ringless voicemail every day or on weekdays only.

      4. When everything looks correct, enter "APPROVE", agree to the terms, and click Approve Ringless Voicemail.

      5. Click Save Sequence.

  2. Important: If you have multiple sequences set up, drag and drop them to prioritize them. For more information on prioritization, visit the Prioritize your marketing campaigns article.

  3. Once all sequences are added, click Continue.

  4. Review your confirmation, agree to the terms and conditions, and click Submit Campaign.

Important: You sequences will be stopped if you wallet has insufficient funds. Once the wallet is recharged, the campaign will resume where it stopped.

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