https://youtu.be/aOGVPf5GcSc

How to use campaigns (8 mins)

Campaign FAQ

Table of Contents

1. Guides and Videos

1. [Add Snippets to your emails or text messages - video walkthrough](https://share.vidyard.com/watch/9g2H881BSCyZt7AB2PHWio?)
2. How to edit a campaign (step-by-step guide)
3. Test campaign emails (step-by-step guide)
4. [Test emails - video walkthrough](https://share.vidyard.com/watch/g485shsR7DxSaknxSmwDeK?)
5. [Campaign approval - video walkthrough](https://share.vidyard.com/watch/i3KJMw3bHUzSKxkZiDhGYi?)
6. [Assign campaign to a lead source - video walkthrough](https://share.vidyard.com/watch/yuKpM1ZGNiduX4dVq133hJ?)
7. [How to review your campaign analytics - video walkthrough](https://share.vidyard.com/watch/G3cXS7WRCYZSz1GXRbYAZg?)

2. Introduction to Campaigns

Definition and Purpose: A campaign is a series of scheduled emails, text messages, and Next Calls (outreach calls). Campaigns include:

Campaign emails and text messages are automatically sent when scheduled. The Next Call steps are used to build a daily call list on the Next Call page - this provides the advisor with one spot to make their outreach calls. Campaigns automatically stop when a lead/prospect responds via call, text, email, or scheduled meeting. However, if you connect with a lead on an outgoing call through Deft and want their campaign to stop, you need to manually stop their campaign. The primary purpose of a campaign is to automate email outreach to prospects until they’re responsive.

Benefits: Campaigns automate repetitive tasks, saving time and ensuring consistency in communications.