1. Access the Campaign Editor:
- Navigate to the Email section of your Pipeline CRM account.
- Click on "Email Campaigns"
- Click on “Create New Campaign” to open the campaign editor.
2. Fill in Campaign Details:
- Name: Assign a clear and descriptive name to your campaign.
- Time Frame (Optional): Specify the duration for which the campaign will run.
- Visibility
- Private: This option will only include the records under the ownership of the sending users.
- Global: This option will include all contacts within the Pipeline account
- Description (Optional): Briefly overview the campaign’s purpose and goals.
3. Set Rules & Conditions:
- Entry Criteria: Define the conditions under which contacts will enter the campaign (e.g., when a new contact is added with the source “Inbound Call”).
- Exit Criteria: Determine when contacts should exit the campaign, such as after receiving all emails, responding to an email, or when a deal is associated with them.
- Exclusion Rules: Set parameters to avoid contacting individuals who have recently been reached out to or those who have opted out.
- Delivery Schedule: Choose specific days and times for sending emails to optimize engagement.
⚠️Things to note
- This section is optional, and no criteria must be filled in. Alternatively, you can manually add to the campaign by selecting contacts from list views.
- For Admins—The default delivery schedule and exclusion rule settings can be found by going to Account Settings >> Email >> Campaign Settings. These default settings apply to all campaigns but can be overridden with campaign-specific settings.
4. Email Steps:
- Create each email sequence, setting the content and timing between each step.
- Utilize personalization tokens to tailor messages for each recipient.
5. Review and Launch:
- Double-check all settings, rules, and email content.
- Once satisfied, click “Save and Continue” to activate the campaign.
- Toggle "ON" the campaign in the top right corner!
- Schedule for Later: If you’ve set a future start date, the campaign will display as “OFF” until that date arrives, at which point it will automatically activate.
- Draft Mode: To save a campaign as a draft and publish it later, leave it toggled “OFF.” You can activate it anytime from the campaigns list view.
User Roles & Permissions:
- Executive Users: Can create both Global (targeting any contacts in the account) and Private campaigns.
- Basic Users: With the appropriate permissions enabled, they can create Private campaigns targeting only the contacts they own.