How to create an Email Campaign

Login to the application and select “Campaign Manager” module in application home screen.

To create an email template, select “Create Campaign” from Campaign tab dropdown.

To create an email campaign, select “Normal” button from Email section.

Provide below data in create campaign form and click on “save” button to create new campaign.

  • Enter campaign name
  • Select campaign type as “Email campaign” for email campaign
  • Select RMS approval start date, campaign start date & end date from corresponding date picker.
  • Enter campaign template manually or find from vlook up find window.
  • Enter mailing list manually or find from vlook up find window.
  • Enter description.

Once campaign has been created successfully, it will navigate to view campaign screen:

In view campaign screen, we can perform following operations.

  • We can able to edit campaign by clicking edit button in view campaign screen.
  • We can able to view the template which we selected for the campaign
  • We can able to schedule the campaign by clicking schedule campaign button.