The Campaign Creation Wizard guides you through building effective marketing campaigns with a step-by-step process. Create targeted email campaigns with custom or templated content.
Campaign Creation Steps
Step 1: Campaign Details
Configure basic campaign information:
| Field | Description | Required |
|-------|-------------|----------|
| Campaign Name | Internal name for identification | Yes |
| Campaign Type | Email or SMS | Yes |
| Description | Brief description of campaign purpose | No |
Step 2: Select Recipients
Choose your target audience:
| Option | Description |
|--------|-------------|
| All Customers | Send to your entire customer base |
| Segment | Target a specific customer segment |
| Custom Selection | Hand-pick individual customers |
#### Selecting a Segment:
Step 3: Message Content
Create your campaign message:
#### Template Option:
#### Custom Message Option:
#### Personalization Tokens:
| Token | Inserts |
|-------|---------|
| `{{customer_name}}` | Customer's full name |
| `{{company_name}}` | Customer's company name |
| `{{first_name}}` | Customer's first name |
Step 4: Schedule & Send
Choose when to deliver:
| Option | Description |
|--------|-------------|
| Send Now | Immediately queue for delivery |
| Schedule | Set a specific date and time |
| Save as Draft | Save and send later |
Saving Drafts
Don't lose your work! The wizard supports draft saving: