Creating a Standard Email Campaign
Last Updated: June 3, 2020
1. Click Into Campaigns
- Hover over the Campaigns record and click into All Campaigns
- Select the green + New Campaign button on the far right of your screen
2. Create a Standard Email Campaign
- Add in the campaign name, and select the campaign format
- Make sure to hit Ok and Edit so you can continue working on the campaign
- Under the Header and Body tab, begin to type up your campaign
- You can add tags to automatically pull in candidate information to personalize the email further
- Selecting 'Display As' will automatically pull in the full candidate name
- Once you have completed filling in the body of your message, you can click on Recipients to add candidates to the email
- Select the send list you would like to use, and drag it over to the Send To column
- Next, click on Schedule to select the date and time you would like the campaign to go out
- Then hit schedule campaign to successfully complete it!
