Quick How To's

How to Create a Campaign

This walkthrough answers the questions: How do I create a campaign? How do I create a workflow? How do I create a drip campaign?

How to Create a Campaign

Step-by-Step Walkthrough

How to Create a campaign

  1. Navigate to the Campaigns page

  2. Click "New Campaign" in the top right corner

  3. Create a campaign by hitting the "Select" button

    You can create a join date campaign, a specific date campaign, or a workflow

    For this example, we picked a "Workflow"

  4. Name your campaign and add any other pertinent information

  5. To add content, navigate to the "Content" tab and add content to your campaign

  6. Be sure to select the question marks on each content type to watch the videos that explain each content type

More in Quick How To's

How to Add a Single Contact

Quick How To's

How to Add a Single Contact

This step-by-step walkthrough answers the questions: "How do I add a contact?", "How do I add a single contact?", and "How do I add one contact?"

How to Import Contacts

Quick How To's

How to Import Contacts

This step-by-step walkthrough answers the questions: "How do I import a list of contacts?", and "How do I add multiple contacts at once?"

How to Update Contacts

Quick How To's

How to Update Contacts

This step-by-step walkthrough answers the questions: "How do I update a contact?", "How do I change a contact's status?", and "How do I edit a contact's information?"

How to Search for Contacts

Quick How To's

How to Search for Contacts

This step-by-step walkthrough answers the questions: "How do I find a contact?", "How do I contacts?", and "Is there a way to search for people?"