...
From the Campaigns screen, click on the blue button labelled Create New Campaign.
Step 1 - Properties
...
- 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.
Step 2 - Targets
...