This will show you how to set up a basic marketing campaign. Campaigns are automated sequences of events (think emails, SMS, calls, Voicemails, etc.) which will help you gather and covert more leads while you’re focused on running your business.

Part 1: Campaign Configuration

Step 1: Create a campaign

Step 2: Change the name of your campaign, then Add Event.

Step 3: Select your event in the pop-up window. There are many different things you can do with events. Some of the highlights are:

  • You can have multiple different types of events in the same campaign

  • You can change the timings of your events as you desire

  • You can send it immediately or have it wait for any number of minutes/hours/days.It’s important to note that the next event will be relative to the previous event. For example, if you have the first event set to send 30 minutes after a lead is entered into the campaign, and then you put a 30-minute wait for the second event, the second event will send 30 minutes after the first event.

Step 4: Once you have created your campaign, ensure that it is set to published.

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