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From the Campaigns screen, click on the blue button labelled labeled Create New Campaign.
Step 1 - Properties
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- Title: Enter a title for your Campaign, that you will use to find the Campaign in your Drafts, or in your Campaign History. This is often the same as your email subject, but it can be anything that describes the current Campaign.
- Category: Categories are optional, and can be useful if you are sending many Campaigns through your CRM, to help organize your Campaign History and/or Drafts. For example, if you are sending multiple Campaigns about the same event or promotion because you need to target multiple queries, using a shared Category would help you keep track of these linked Campaigns.
- Description: Descriptions are also optional fields, and can be useful to differentiate your Campaigns if you are sending many/similar messages via the CRM.
- Campaign Type: Choose either Email, or Mail Merge. Most Campaigns will be Emails, so this document will focus on this option.
When finished populating information, click Next Step - Add Targets.
Step 2 - Targets
In this step you will select who will receive the email from this Campaign. To begin, click the blue button labelled labeled Add Targets.
In the Send To dropdown box, you will need to choose what type of target you will be sending to:
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- Send To: Choose Query
- Query: Choose a query from the list that you would like to target with this Campaign.
- You may only select one query per Campaign.
- If you do not see the query that you need listed, it may need to first be created. Please contact your CRM support team for assistance (educational materials for CRM Query creation are coming soon).
- Email Fields: Select the CRM email field(s) that you would like to target for each selected record you’ve chosen. Please note that, in order to function, at least one email field must be returned in the selected query chosen as a Campaign target.
- Return Email Targets: Click this button once you have filled out each of the options above, and your targets will be selected for this Campaign.
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- From: Choose an email address from the list that you would like the emails in this Campaign to be sent from (if you do not see your email address on this list, please contact your CRM Support Team).
- Subject: Enter the subject of the email. This will be seen by the recipients.
- Content: Create the body content of the email that will be sent.
- You can enter the content directly into this box, and format using the tools on the toolbar above.
- Alternatively, the last icon on the right will bring up the full Axis Editor for you to edit your email with. For detailed instructions on how to use the Editor, please click here.
- IMPORTANT NOTE: The list of available snippets in the CRM is different than those available to you through the Axis Website. When adding snippets to your email in the Axis Editor, be sure to only select snippets from the “Page Specific” section of the snippet dropdown, as these are the only ones that will reference your CRM database.
- Schedule: Select if you would like the emails in this Campaign to be sent only one time, or on a recurring basis.
- Send At: Select the time that you wish to send the emails out (or, if you have set up a recurring email, the time for the first batch of emails to be sent).
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In this step you have the opportunity to review your input for all previous steps. If you notice any edits that need to be made, you can easily return back to any step in the process either by clicking on the button at the bottom of the screen labelled labeled Last Step - Create Message or by clicking on the name of the step from the cookie trail at the top of the screen.
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Beneath these filters is a list of all the messages that have been sent via Campaigns in your CRM that meet the criteria as specified by the filters. See below for a brief description of each column in this report:
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