How to create your first campaign?
- Navigate to theĀ All campaignsĀ menu using the left navigation bar.
- Click on theĀ Create a new campaignĀ button present on the top right of the page.
- This will open up the campaign creation page. In the first step, namedĀ Elements, start by adding the information elements of your choice.
You can find more information regarding theĀ addition of these elements here.
- Click on theĀ Save and ContinueĀ button present on the bottom right to proceed to the second step of the process calledĀ Follow-up.
- You can set up theĀ Due DateĀ for the request in step andĀ schedule a message sequence.
- Click onĀ Save and ContinueĀ button present on the bottom right to proceed to the third step of the process that is namedĀ Configuration.
- You can provide the campaign name by entering text into the text field corresponding to theĀ Campaign nameĀ block.
- Subsequently, you can select branding using the drop-down menu present in theĀ BrandingĀ block.
- Another mandatory field that you must provide is the request headline which can be provided by entering into the text field corresponding to theĀ HeadlineĀ section of theĀ Collect PortalĀ block.
- Click on theĀ Save and ContinueĀ button present on the bottom right to proceed to the last process step namedĀ Review. This step provides a preview of the designed portal.
- Finally, click on theĀ Save and ContinueĀ button present on the bottom right to complete the campaign creation process.
Congratulations! you just created your first Collect campaign. Itās now time to send your first request using this campaign!