Campaigns Tab

1. Click [Create New] and select the campaign type. Email, Newsletter, SMS etc. A new campaign window will open.

2. Title  -  enter a name for your new campaign.
3. From Name  -  Name tag added to email address.
4. From Email  -  the senders email address.
5. Message  -  select the pre-prepared EDM email, newsletter or SMS.
6. Tracking Code  - select an existing tracking code from the drop down list or create a new tracking code using the [Create New] button.
7. Survey  - attach a pre-prepared survey from the drop down list.
8. Communications Groups  -  recipients who have generally unsubscribed but who wish to receive specific campaign types. ie tax, finance etc
9. Tick box  -  {Send to everyone regardless of whether they have unsubscribed?  Only tick this box if you are sending an EDM that needs to go to all filtered recipients regardless of the unsubscribe status.  
10. Click [Save]  -  save changes and return to the Campaigns grid view.

11. Once the Campaign has been saved proceed to build the campaign by clicking the [Next] to advance to the Recipients tab. Click [Previous] to return to the previous tab.

1. Click [Edit] to open the highlighted campaign to edit the campaign details.
2. Option is to click the arrow to the left of the listed campaign in the grid view.
3. Edit as required and click [Save].

Recipients can be added by importing a list of recipients from Excel, from your database or can be manually added. Note adding recipients manually will not all the use of merge fields to be applied.

1. User created recipient presets saved after the merge fields and conditions have been set
2. Enter the name for the recipient list conditions and merge fields that you wish to save after creating a list.
3. User Work areas based on your subscription access. Standard tabs are Accounts; Event Registrant and Campaign Recipients. Use to select the work area applicable to your campaign to select the appropriate condition filters applicable. Work module dependent are Sales; Syndicates; Rental Managements; Finances; Consulting; Financial Planning and Taxes.
4. Conditions are the filters used to determine the recipients of the campaign.
5. Merge Columns - the merge fields that will be made available to your campaign
6. Tick to preview your recipient list before importing into your campaign.
7. {Include inactive accounts}  -  tick to include accounts marked as inactive.
8. {Exclude account referred by another business}  -  tick to exclude accounts referred by a partner.
9. {Remove unsent campaign recipients prior to importing}  - this will remove any recipients already imported before importing the new list with added recipients prior to sending the campaign.
10. [Import]  -  click to import the final recipient list.

Recipients Tab

1. List view of recipients.
2. Import  -  click to import your recipients from Excel or from the subscription database.
3. [Create New]  - manually enter name and email/mobile. A new entry window is opened. Click [Save] to save the entry.
4. [Edit]  -  click to edit the highlighted entry. Click [Delete] to remove entry.
5. With all intended recipients added click [Next] to move to the Mail Merge tab.

1. Use the formatting header basic tools to edit your campaign email or newsletter. In particular use [Merge Tags] to select from the drop down list and insert merge fields into your campaign email/newsletter.
2. Example of inserted field.
3. Ensure that an Unsubscribe field is inserted in your email campaigns if not already done so in your EDM email / Newsletter
4. Click [Next] to move to the Preview tab.

Note that you will be prompted to save changes.  

1. Preview tab displays the email/newsletter with the merge field updated to enable checking before sending.
2. Scroll through all the recipients using the arrows.
3. Click [Previous] to return to the Mail Merge tab or click any tab to select it.
4. Click [Run] to proceed to run or launch your campaign. Pop up window opens to either {Start Now} or {Schedule}

1. Warning advising the cost of the campaign. Click [Yes]/[No].
2. To run campaign click [Start]. Or....
3. Enter a future date to run campaign.
4. Click [OK] to proceed.