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In your Marketing Center you’ll find several pre-built campaigns to choose from. Or you can create a totally customized campaign, using new or saved marketing designs to make a campaign that is unique to you.

Learn how to:

  1. Create a New Campaign
  2. Add an Email to a Campaign
  3. Add an Activity to a Campaign
  4. Add a Postcard to a Campaign
  5. Add a Contact to a Campaign
  6. Find Your Saved Campaigns
  7. Edit a Saved Campaign
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Learn how to work with campaigns in your Marketing Center.

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titleWhat is a date campaign?

A date campaign is a campaign where each step is sent out on a specific date.

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titleWhat is an interval campaign?

An interval campaign is a campaign where there are a specified number of days between each step.

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titleWhat is a campaign step?

A step is an email, activity, or direct mail design that is sent out as part of a campaign.

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titleWhat is the maximum number of steps my campaign can have?

100

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titleWhat is the maximum number of contacts I can put on a campaign?

2,000

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titleHow do I know when I have an activity to complete?

You will receive a reminder on your Dashboard.

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titleCan I duplicate or copy a campaign?

No

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titleCan I add contacts to a campaign after it is completed?
  • Interval campaigns: Yes. The campaign will be automatically changed to an Active status.
  • Date campaigns: No
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titleCan I edit a campaign step after it has been sent?
  • Interval campaigns: Yes, but you cannot change the step order
  • Date campaigns: No
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titleDo I have to use a previously saved design when adding a step?

No, you can select an unsaved design template, personalize, and save it. Then you can add it to a campaign.

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Your Marketing Center

  1. Welcome to Your Marketing Center
  2. Getting Started with Your Marketing Center
  3. Design Library
  4. Printing

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