How to Start a Campaign
1. Click on CRM
2. Select the lead(s) you would like to put into a campaign
3. Click on "Add to Automation"
4. Click “Ok, proceed”
5. Click on the “Workflow” box
6. Click “$START – All Lead Automations”
This is the workflow you'll use for ALL leads types, the system will figure out the rest on it's own!
7. Select one of the following options
Add all at once
Add all at schedule time
Add in drip mode
“Add all at once”, is the option you will use most often, and it’s the one used for this demonstration.
This will attempt to start the campaign immediately, however, it should be noted that automated SMS can only go out within the 8 AM – 8 PM time window (using the leads timezone). That is to say, if a lead is outside those hours, then the system will wait until the next time window to send the first SMS.
8. Give your action a name and press “Add to Automation”
And that’s it! The first SMS should go out a few minutes later!
9. Confirming your action (optional)
Head over to “Bulk Actions”, there you will see the action we just created
The “Bulk Actions” view is like a history of every action you’ve performed on the CRM page, it shows the Name, Type, Status, Time Created, User who created it, Time Completed, Statistics, and Actions of a Bulk Action.
The ones we’re interested in are:
- “Status” which can be “Completed”, “Queued” or “Processing”
- “Actions” which can be Pause, Cancel, or Edit assuming the action has not been completed
- “Show Stats” which will show you all the leads in the action and whether or not the action succeeded
After that, you should be all set!
If you have any more questions feel free to reach out to [email protected]. Have a good one!!