https://youtu.be/aOGVPf5GcSc
Campaign FAQ
1. Introduction
- What Are Campaigns?
Campaigns automate outreach through emails, texts, and call reminders. They pause automatically when a lead responds.
- Why Use Campaigns?
Save time and ensure consistent follow-ups.
2. Getting Started
On the Campaigns Screen, you’ll see:
- Campaign Details: Name, creation date, duration, and assigned lead sources.
- Options: Create, import, or manage campaigns with buttons like Open, Copy, Delete, and Export.
3. Creating and Editing Campaigns
Personalize Your Campaign
Tailor your campaign to reflect your unique tone, style, and value proposition. Customize each email and text message to showcase your services, highlight your strengths, and resonate with your audience. This ensures your outreach feels authentic and aligned with your brand.
- Edit Campaign name: Add a name to your campaign to easily identify the campaign you’re editing.
- Add Steps: Add calls or emails to extend outreach.
- Edit Messages: Customize emails with your tone, services, and personal touch.
Use Snippets to Personalize Content
Snippets are placeholders that automatically customize emails and texts with relevant details: