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How To Create A Campaign ?

Updated over 2 weeks ago

Our dedicated salespeople can now send personalized campaigns tailored to specific accounts, making our outreach more targeted and effective than ever. By customizing messaging to match the unique needs and preferences of each account, we strengthen relationships and drive better results.

Step-by-Step Guide: Creating a Campaign
Here’s a detailed walkthrough to help you set up a successful campaign:

  1. In the top navigation bar, you can find the Marketing. Then, click on Campaign.

  2. Once you're on the campaign page, click on New Campaign at the upper right side.

  3. Enter your Campaign Name, then select the list of contacts you want to send the campaign to. You can also choose a single contact or multiple contacts if needed. Next, add your Email Subject Line and choose the Email Template you want to use. Once you click "Save," the campaign will be sent automatically.

  4. On the Campaign page, you can view the status or report by clicking the Pie Chart icon. To duplicate a campaign, click the Paper icon.

  5. Clicking the paper plane icon allows you to resend the campaign using four options:

    • Send to new contacts added since the last campaign send.

    • Resend to missing emails if the original campaign was interrupted.

    • Resend to unopened contacts—those who haven’t opened the email yet.

    • Schedule resend for missing emails if the campaign was interrupted.

  6. Click the trash icon to delete the campaign.



    Here you can check How To Schedule Campaign

    ​If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist..

    - Accountable Support

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