How to Create a Campaign

Along the left-hand column, you'll see a button that says, "Outgoing messages." Click this.

You'll want to click the button that says, "Create Campaign."

Here you can select who you would like to receive the new mailer. There are drop downs for selecting a Group (If you've already created a group) or selecting individual clients.

Once the clients have all been selected, scroll down to where it says, "Step 2: Compose message."

Here you can either send your clients a text, an email, or a voice message. If sending a text, you can select a pre-made message from the templates or sequences. Here, you can also choose to send a pre-written message through the Template or Sequence loader, which are accessed via Drop Down menus.

How to Create a Campaign

Along the left-hand column, you'll see a button that says, "Outgoing messages." Click this.

You'll want to click the button that says, "Create Campaign."

Here you can select who you would like to receive the new mailer. There are drop downs for selecting a Group (If you've already created a group) or selecting individual clients.

Once the clients have all been selected, scroll down to where it says, "Step 2: Compose message."

You can also set a scheduled time to send the message. This is also a good place to attach a file if needed.

You can then scroll to the bottom where it says, "Step 3: Confirm & Send." Click on the green button that says, "Continue."

Here a new window will pop up that tells you which Clients will receive the message. Click "Send" to send it away.