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How to create a campaign from scratch

  1. Login to your Clientforce account.
  2. Click “Campaigns”

3. Click on the + button on the top right corner of your dashboard.

4. Select “From Scratch”

5. Give your campaign a title and compose your campaign by clicking on “Add Campaign step”

6. Proceed to create your campaign steps. When you are satisfied, click “Save”

7. When you have successfully created all your steps, click “Next”

8. Schedule your campaign & click ‘Next’

9. Add people to your campaign by clicking ‘Add people’

10. You can choose to add contact via CSV file, manually or find leads.

11. Proceed to select the contacts you want by clicking on them. Click ‘Add people’

12. After that, click ‘Next’

13. Review your campaign and click ‘Save’ to save it OR ‘Save and Launch’ to launch the campaign immediately.

And that’s it!

Updated on September 9, 2020

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