What is Campaigns Pro?

GETTING STARTED

Campaign Pro has an easy-to-use email layout builder that you can save as templates. Emails can be sent immediately, or you can schedule them at a more appropriate time. To send emails, they must be added to a Campaign. Campaigns can either be set up to send one email newsletter or a series of them over time. For example, you may want to send a new customer a welcome email, followed by a second or third email over two weeks as part of your onboarding, so as not to overwhelm them with too much content.

To send emails requires you must do the following:

• Make sure you have imported or added the contacts to your CRM.
• Create an email newsletter that you can save as a template.
• Create a Campaign.
• Add recipients to the Campaign.
• Send or Schedule the Campaign.

A. CREATING TEMPLATES

B. CREATING CAMPAIGN

C. CREATING LISTS

SENDING BULK EMAILS

To send emails to multiple contacts requires three main steps:

1. Creating a list.
2. Adding contacts to it so you can send your email(s) or SMS. Lists can be segmented however you wish, and there is no limit on how many lists you can create to segment your contacts.
3. Adding the List to a Campaign. This is accomplished using our Automation App (We have created a workflow automation that you can use for this purpose.)

D. AUTOMATIONS

Our Automation App is a powerful tool that lets you automate your sales and marketing processes. Map out your personalized workflows in our simple builder and watch your business grow.

An automation workflow is simply a set of instructions that tell the Automation App, "when this specific trigger happens, then perform this action. For example, when an account is created, automatically send an email campaign to welcome them to your business. Create a task for you to connect personally with the client in a follow-up call.

Automation begins with a Trigger, followed by a series of Actions that are visually demonstrated in a flowchart that you will see in the screenshots below.

To send contacts you've added to a list, you have to add them to an Automation workflow. Once you add the list to an automation that triggers the workflow. In the example you see below, the workflow is made up of 3 steps.

1. The Trigger
2. ACTION 1: A Delay (if you want to delay the next event)
3. ACTION 2: Sending a Campaign

In all likelihood, we have already created this automation workflow. Below are a series of steps on how it was created so you have a better understanding of how it works. This will come in handy when you want to modify the workflow or experiment with making up ones of your own.