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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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    Campaigns

     

    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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     What is a date campaign?

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

     What is an interval campaign?

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

     What is a campaign step?

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

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

    100

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

    2,000

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

    You will receive a reminder on your Dashboard.

     Can I duplicate or copy a campaign?

    No

     Can 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
     Can I edit a campaign step after it has been sent?
    • Interval campaigns: Yes, but you cannot change the step order
    • Date campaigns: No
     Do 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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