How do I set up a Campaign for my Business using Apptivo?

Updated on August 19, 2022 02:13AM by Admin

The campaigns help to expand your business by attracting new customers. Managing a campaign is a simple process with Apptivo, you just need to follow the step-by-step process. For instance, Let’s consider that you want to host an email marketing campaign for your upcoming discount sale. All you have to need is an Apptivo business account and follow the steps:

Campaign App

Step 1

This is where you can create different campaigns for your business marketing. The first step is to create a campaign.

Campaign - Campaign Created

Step 2

The next step is to select an email template appropriate email that meets the objective of the campaign. Since you are creating a campaign for discount sales, prepare a template for your sales. Create an Email Template in the Campaigns App.

Campaign - Email Template

Step 3

Targets App

Prepare a list, for your audience that you would like to include in your campaign using the Targets app. Create a target list for the campaign.

Targets - Target List Created

Step 4

After creating the target list, you need to add targets to the target list. The list may be consists of Contacts, Customers, Leads, and Employees.

Target - Add Target

Step 5

Campaigns App

The next step is to create a campaign record. After adding targets to the target list, you need to add the target list to the campaign to create a campaign record. You can have as many target lists as you like.

Campaign - Add Target List

Step 6

Before launching the campaign directly, you can do a test launch your campaign to your email Id.

Campaign - Test Launch

Step 7

Now, the final step is to launch the campaign, using the above steps with ease.

Campaign - Campaign Launched

Step 8

After launching the campaign, keep track of your campaign by using the Dashboard.

Campaign - Launched