Welcome to Campaigns 2.0

Steps to Create a New Campaign

Step 1: Set the Campaign Details

• Enter the Campaign Name
• Add a Campaign Description to help identify and differentiate the campaign internally.

Step 2: Assign Sequences and Redialing Rules  

• Add one or more Sequences to the campaign.  
  • Sequences include scripts associated with specific criteria, such as:
    Customers with last names greater than "W" or less than "C."
• I f no criteria are set, only one default sequence can be used.
• Add redialing rules and connect them to your sequences.  
• You can have multiple sequences under a single redialing rule.

Step 3: Set Up Contact Lists

• Link the campaign to a Contact list
• All campaigns must be based on a contact list.  
• Add contacts to the list from the Contacts page.  
• Any new contacts added to the list will automatically be included in the active campaign, eliminating the need to manually update the campaign.

Step 4: Review and Finalize

• Ensure that all details, sequences, redialing rules, and contact lists are correctly configured.  
• Launch the campaign when ready.