Logo
Introduction to Campaign SetupAccessing the Members AreaCreating a New CampaignChoosing and Customizing TemplatesSetting Up Campaign SettingsManaging Subscriber InformationTesting Your CampaignConclusion and Next Steps
Logo

Creating a New Campaign

Creating a new campaign is an essential step in reaching your target audience effectively. Follow these steps to set up your first campaign:

Step 1: Access the Members Area

  1. Log in to your account and navigate to the members area.
  2. Click on the 'Campaigns' tab to access the campaign management section.

Step 2: Start a New Campaign

  1. Click on the 'Create New Campaign' button.
  2. Enter a reference title for your campaign in the provided box. For example, you can name it 'Demo Campaign'.
  3. Click on 'Step 2' to proceed.

Step 3: Choose a Template

  1. Select a template from the available options. You can preview templates before selecting one.
  2. Click on 'Add Template' to apply it to your campaign.
  3. If you see an image preview, it means the template has been successfully chosen.

Step 4: Configure Campaign Settings

  1. Navigate back to the 'Campaigns' tab and scroll down to find your newly created campaign.
  2. Click on the campaign to access its settings.
  3. Fill in the campaign settings as follows:
    • Campaign Title: Enter the title again (e.g., 'Build a Biz Online').
    • Description: Provide a brief description of your campaign. You can copy this from the source of the program you are promoting.
    • Keywords: Add relevant keywords separated by commas.
    • Email: Enter a legitimate email address that you own.
    • Telephone Option: Choose whether to show the telephone option (recommended only for local campaigns).
    • Double Opt-In: This is the default and recommended setting for legal compliance.

Step 5: Customize Content

  1. Homepage Content: Customize the content on your capture page. Ensure you do not remove the form shortcode.
  2. Confirmation Page: Customize the confirmation page content. Make sure to keep the email confirmation shortcode.
  3. Thank You Page: Customize the thank you page content. This page appears after the user confirms their email.
  4. Unsubscribe Page: Customize the unsubscribe page content. Ensure you provide a link where users can unsubscribe.

Step 6: Save and Test Your Campaign

  1. Click on 'Save/Update Settings' to save your campaign settings.
  2. Refresh the page to see your changes.
  3. Test your campaign by filling in the form with test data and ensuring all pages (confirmation, thank you, unsubscribe) work as expected.

Next Steps

After creating your campaign, the next step is to add messages to your campaign. This will be covered in the next section.

For more details on choosing and customizing templates, visit Choosing and Customizing Templates.

For setting up campaign settings, refer to Setting Up Campaign Settings.

If you have any questions or need further assistance, feel free to reach out to our support team.