Create an email campaign
Go to the Campaigns tab
Click New
Enter Campaign information that you know.
- Make sure to give it a descriptive name and have a common naming convention. Ours is Day-Quarter-Campaign Type-desired action of campaign.
- Begin with the status of Planned.
- Check the Active box
- Select the Type of campaign.
Fill out the Planning portion of the campaign
- pick a start date
- Fill in Expected Revenue
- Fill out Budgeted Cost
- Click Save
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