How do I create a campaign in SalesAutomation?
- It is best to create a Lead List prior to starting the Create Campaign process. This can be created in several ways:
Campaign Creation Steps
Log in to SalesAutomation. Click on the Get Started button, or go to the drop-down menu in the upper-right corner of the page, to the left of the waffle, and select Campaigns.
From the Campaign Page, click on Create Campaign. From the drop-down box, enter a name for the new campaign, then click on Save New Campaign.
On the Create A New Campaign page, follow the three-step process. After each step has been successfully completed, a checkmark will replace the original step number.
1. Assign a Lead List
2. Assign a Conversation
3. Assign Agents
Upon completion of all three steps, click on Save Campaign.
Once the new campaign has been saved, click on Activate Campaign.
When you see the Campaign Dashboard, you can begin making calls.