How To Create A Campaign

Click on Add Campaign at the top right of the campaign screen.

Open

This will open a pop-up window that will allow you to choose options to create the right campaign that you are wanting to send.

Open

Should this be a Continuous or One-Time Campaign?

Select Continuous or One Time 

For more information on the differences on those campaigns click this link https://bolton-technology.atlassian.net/wiki/spaces/CAMPAIGNSETTINGSANDBASICINFORMATION/pages/32309310

Who Do You Wish To Send It To?

Select Existing Customers, a MyList, or New Customers

1. Welcome your first-time visitors, send thank-you messages and follow-up, recover lost customers, and convert your existing customer base into loyal repeat-visitors.

2. MyList -  A list of your own making that can be imported into MyShopManager.  We will not sort, filter, or validate any of this information and the campaign will be sent directly off the information on the list. 

3. Attract new customers who have never used your business before using targeted direct mail.

How Would You Like To Send Your Campaign?

Select Area Mail, Direct Mail, E-mail, or Text Message

1. Keep in mind when selecting this how many customers you want to send it to and how much information you would like included.  This can help when deciding between Email or Text.

Campaign Name

Give it a name!

1. The campaign name is used for internal reference only and will help you with finding it to use again or viewing it’s performance on reports.

Click Create!

Once the campaign has been created you will need to set the filters before it can be sent as most campaigns do not have any filters set when they are loaded.

Filters

1. For Text Filters click here Text Message Campaign Basic and Additional Filters

2. For Email Filters click here Email Campaign Basic and Additional Filters

3. For Direct Mail filters click here Direct Mail Basic and Advanced Filters

Return to the Main Article Campaign Settings and General Campaign Info