What is an "Automated Campaign?"

The Automated Campaign allows you to automatically send a series of pre-written letters to your prospects or new recruits over a period of days, weeks or months.

The purpose of an Automated Campaign is to allow you to automatically send important information. You can find help with creating these components by referring to the appropriate section of the Support Guide Section 9.10.

Step One - Create Contact Folders

• Click on Contacts tab
• Click on Folder Wizard
• Click on Create a New Folder
• Name the folder and select a destination
• Click Add and your new folder will be added to your Contact Manager

Step Two - Create Your New Campaign

• Click on the Files tab
• Click on New
• Click on Campaign
• Next to Campaign name:, give the campaign a name that you'll remember.
• Next to Apply to Contact folder: click on
• Select the folder you created in your Contacts section, and click OK
• Click Update

Note: Your campaign will be saved in the " My Online Files" folder in the File Manager.

Step Three - Adding Items to your New Campaign

• In your new campaign, click on Add.
• Across from "Filename: ", click on Browse.
• Select the e-mail template you want the campaign to send out, and click Open.
• All the information on this screen should now be filled in automatically. Click Next.
• You should now be in the Response Schedule section. Decide when you want this letter to go out after contacts are added to the campaign: Immediately? Several days, weeks or months? On a specific date? On a regular basis?
• After you have decided when the letter should go out, click Finish.
• Repeat these steps for each email template you want to add to your campaign.

When you have added your last template your campaign is complete. From this point on, whenever a contact is placed in the contact folder associated with this campaign, they will begin receiving these email templates.

Note: The campaign will only be active for those contacts that are placed in the contact folder AFTER the campaign has been created. If you already have contacts in a folder that you point your campaign to, you will need to move them out of the folder and then back into it to initiate the campaign.