One straightforward method to assess how your campaign appears to a potential customer is to test it. This approach can serve as a valuable tool for ensuring the quality of your outgoing message.
Step 1: Navigate to the Contacts tab and include yourself as a contact, but utilize an email address that differs from the one linked to your CRM user.
Step 2: To add a campaign for testing, click on the “Add Campaign” button and select the desired campaign. Do not enter an “event date” and then click the “Add” button.
NOTE: If you do not receive the message, review the following items in the specified sequence:
Q: How can I reschedule an RSS email campaign? A: Rescheduling of Email Campaigns is possible for Simple Schedule, Batch Schedule, and RSS Schedule up to one hour (60 minutes) before the execution date. To reschedule, navigate to the Marketing tab and select Email. In the Email Campaign tab, you will find a list of […]
Introduction: In Email Marketing, a regular email refers to sending an email immediately or scheduling it to be sent to many recipients. When creating a standard email, you can choose a template, customize the content, and determine the settings for recipients and delivery methods (Send Now or Schedule). Note: Before sending an email, it is […]
Introduction Batch Delivery (Drip Mode) is a feature that enables you to schedule email campaigns in timed batches instead of sending them to your entire audience simultaneously. This feature helps manage the website or funnel traffic and reduces potential strain on your server. When creating a batch-scheduled email in Email Marketing, you can select a […]
When the Manual Call Event occurs, a queue is generated. This queue can be accessed by someone who has logged into the system, allowing them to see a list of calls and use the call function to make calls from that list. Step 1: Create a Manual Call Campaign Step 2: How to Test the […]
Round Robin Campaigns are beneficial for businesses that have multiple staff members. They distribute leads evenly to users on a one-to-one basis, ensuring that all users, particularly salespeople, receive leads impartially and equitably. Step 1: Create multiple users. To perform a ’round robin’ assignment, it is necessary to have several users configured in the system. […]
This article will present the concise procedure for reviewing message deliverability in campaigns. You can promptly observe a list of campaign contacts classified into Total, Delivered, Opened, Clicked, Replied, Bounced, and Unsubscribed categories. Step 1: Access the “Campaigns” section and select the campaign that you want to view by clicking on it. Step 2: Choose […]
At any time, campaigns can be halted and restarted by alternating between the published and draft modes. When a campaign is paused, its actions will cease until it is republished. Step 1: Select the campaign you want to halt by clicking on it. Step 2: At the top right, select “Published” and change it to […]
You may want to expedite the campaign process by bypassing time delays for a contact, or you might want to instantly test campaign steps without waiting for scheduled time delays. To do so, you can manually activate campaign steps and bypass scheduled delays by “pushing” or “walking” through the campaign. This feature saves time and […]
The Manual SMS Event is a feature in a campaign that generates a manual task for the user to send a personalized SMS message to the lead. This provides flexibility for the user to respond to the lead at a convenient time. Part 1: Go to the campaign that already exists or create a new […]