TrackerRMS Help

Your one-stop shop for help on TrackerRMS

Back to Topics

Help Topic: Create a Campaign

Create a Campaign

1. Click Into Campaigns

  • Select the green + New Campaign button to get started

  • Fill in the campaign details (Campaign Name and Format), and select Ok and Edit to continue working

2. Create Your Message

  • Select a campaign template, or build your own in the body of the message

3. Add Recipients

  • Click on 'Recipients' to select the send list you would like to email
  • Drag the send list to the 'Send To' section

4. Schedule

  • Click 'Schedule' to choose a date to send the campaign, or send immediately
  • Under the Send From Option, make sure to select the TrackerRMS Campaigner, as it will track the analytics received by the campaign

  • You will receive this pop up once you have scheduled the campaign



Keywords: campagin; campaign records; click into campaign; schedule campaign