Create and Edit Email Campaigns
Admins can define Email Campaigns that users can add their leads and clients to. This page explains how to create and edit Email Campaigns.
Navigate to the Email Campaign setup screen by clicking Setup (gear) > Admin > Campaigns then click Add campaign or select and existing one
The Email Campaign setup screen is where you will define the emails in your campaign and the timing with which they are sent. For each email:
Select an Email Template
Set Delay. Once an account is added to a campaign, this is the number of days that Surefyre will wait before sending the email. For example:
"Intro Email" has a Delay of 0, it will be sent as soon as the account is added to the campaign.
"Follow Up Email" has a Delay of 7, it will be sent 7 days after the account is added to the campaign.
Optionally specify From address, Reply To address, or add Attachment groups
Add additional emails by clicking Add another campaign email
Click Save
Related: * Add accounts to email marketing campaigns