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Campaigns - Overview

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Campaigns are a powerful way to automate and manage your marketing efforts, especially for emails and SMS. You can use campaigns to nurture leads, send promotions, follow up with clients, and more. Here’s an overview of Campaigns feature:

✅ Campaigns Overview

What is a Campaign?

A Campaign is a series of automated messages, tasks, and actions designed to engage with contacts over time. It allows you to send emails, SMS, and even trigger specific actions based on user behavior, helping you stay in touch with leads and clients.

Campaign Features

Automated Messaging

    • Emails: Send bulk or one-off email campaigns. You can customize the content, design, and schedule them to go out at specific times.

    • SMS: Automatically send text messages to leads, clients, or contacts, whether it’s a welcome message, appointment reminder, or follow-up.

    • Voicemail Drops: Drop pre-recorded voicemail messages for leads or clients without actually calling them.

  2. Workflows Integration

    • Workflows can be integrated into your campaigns to trigger actions based on contact behaviors, like email opens, link clicks, or form submissions.

    • You can automate follow-ups, set reminders, or add tags automatically based on a contact’s interaction with your campaign.

  3. Drip Campaigns

    • You can create drip campaigns where a sequence of emails or messages are automatically sent out over a period (e.g., daily, weekly).

    • This helps in nurturing leads over time, educating them about your product or service.

  4. Segmentation

    • Create campaigns targeted to specific groups of people (e.g., hot leads, new subscribers, recent purchasers).

    • You can segment based on tags, custom fields, and other filters to ensure that your message reaches the right audience.

  5. Templates & Customization

    • Offers pre-built templates for various campaign types (e.g., welcome series, appointment reminders, etc.).

    • You can customize the design of your emails with the drag-and-drop builder, or you can write plain text emails.

  6. Analytics and Reporting

    • You can track the performance of your campaigns, including open rates, click rates, and engagement metrics.

    • This allows you to adjust your campaigns for better performance.

Steps to Create a Campaign 

1. Go to the Campaigns Section

  • From your dashboard, click on the “Campaigns” tab on the left sidebar.

2. Click on “Create Campaign”

  • In the Campaigns dashboard, click “+ New Campaign”.

3. Set Up Campaign Details

  • Name Your Campaign: Give it a clear, descriptive name.

  • Select Campaign Type: Choose whether it’s an email, SMS, or both.

  • Choose Workflow: If using workflows, you can tie them to the campaign to trigger actions based on contact activity.

4. Add Messages or Actions

  • Emails/SMS: Add the messages you want to send as part of your campaign.

    • Use the drag-and-drop builder or plain text editor for emails.

    • Customize the content to fit your goal (e.g., nurturing, promoting a sale, etc.).

5. Set Up Triggers and Timing

  • Decide when your messages should go out. For example, you can set a message to send immediately, after a certain number of days, or triggered by an event like filling out a form.

6. Segment Your Audience

  • Use tags or custom fields to decide who will receive the campaign. You can segment based on criteria such as lead status, geographic location, etc.

7. Review and Launch

  • Double-check your campaign for errors and make sure everything is connected properly.

  • Once everything looks good, click “Launch Campaign”.

Best Practices for Campaigns

  1. Personalize Your Messages: Use dynamic fields like contact names, business names, or other details to personalize your emails/SMS.

  2. Use A/B Testing: Try testing different email subject lines, message content, or sending times to see which version works best.

  3. Set Up Follow-up Sequences: Nurture your leads with a series of follow-up emails/SMS after their initial interaction.

  4. Monitor & Optimize: Regularly check your campaign analytics to optimize the content and sending times for better results.

  5. Segment Based on Behavior: Tailor campaigns to specific segments (e.g., new leads, returning clients, inactive customers) for more relevant messaging.

Campaign Reporting 

After launching your campaigns, allows you to track performance:

  • Open Rates: Measure how many people opened your email or SMS.

  • Click-through Rates (CTR): Track how many people clicked on the links in your emails/SMS.

  • Conversions: Measure how many contacts took the desired action (e.g., booking a call, purchasing a product).

  • Bounce Rates: Keep track of how many emails weren’t delivered.

Conclusion

Campaigns are a comprehensive tool for automating your marketing efforts, from nurturing leads to converting them into clients. By combining emails, SMS, workflows, and automation, you can engage with your contacts in a timely and efficient manner while tracking performance to optimize future campaigns.

 

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