How to Create a New Campaign
This article walks you through the process of creating a new campaign, from initiating the setup to saving and managing campaign details. Follow these simple steps to set up your campaign effortlessly.
Steps to Create a New Campaign
Step 1: Access the Campaigns Section
Begin by navigating to the Campaigns section.
Step 2: Click on "Add Campaign"
Next, click on the "Add Campaign" button to start creating a new campaign.
Step 3: Enter Campaign Details
A campaign creation pop-up will appear. Here, enter a unique campaign name and description (optional). Once done, click "Save" to proceed.
Step 4: Edit Campaign Details
After saving, the campaign will open. Click on the edit icon to modify the campaign name or description if needed.
Step 5: Update Campaign Information
An update pop-up will appear. Enter the new campaign name or update the description as required, then click "Save".
Step 6: Confirm Changes
Once the changes are saved successfully, a confirmation message will appear. You can also click on the burger icon to view or edit the campaign details.
Step 7: View and Edit Campaign Details
The campaign details will now be visible. Click the edit icon again to make further updates.
Step 8: Save Updates
Modify the campaign name or description as needed, then click on "Save" to apply the changes.
Step 9: Review Changes
Your updated campaign details will now be displayed under "Campaign Details".
Step 10: Add Steps to the Campaign
You can now click on any of the steps or drag them to the canvas. If you’re done, click the "Exit" button to close the campaign.
Step 11: View Your Campaign
Once you exit, the newly created campaign will be visible under the Campaigns section.
By following these steps, you’ll successfully create and manage a campaign with ease.
Tips:
Unique Names: Always ensure your campaign names are unique to avoid confusion.
Descriptions: While optional, adding a description can provide clarity and context for your campaigns.
Regular Updates: Keep your campaign details up-to-date to reflect any changes in strategy or goals.
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