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  • Getting Started!
  • Building CX Surveys
  • CX Metrics
  • CX Dashboard
  • CX Dashboard Settings
  • Analyze your drivers
  • Good to know
  • Getting Started!
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Home Campaigns Campaign Manager> Create a Campaign

Create a Campaign

Create Campaign

Click Campaign Dashboard, then Create Campaign to step through the wizard.

  • SETTINGS covers the basics: an internal Campaign Name, a concise and engaging Subject, a recognizable Sender, and a Reply-to email. By default, you’ll see a donotreply address, to encourage participants to respond through SogoConnect links.
  • TEMPLATES allows you to Preview, then Select the design of your choice.

  • In EDIT/VIEW, click anywhere in the message to edit, then Preview to check your work. Save As and Send Test Email as desired.
  • CONTACTS asks you to select from one of your Lists, or Add Contacts.
  • SCHEDULE offers three different options: Send now, Send later, or Trickle Schedule, which includes variations –
    • Trickle By Contact Volume (designate number of messages delivered per day)
    • Trickle By End Date (spread evenly)
    • Exclude weekends and holidays as desired
  • SUMMARY lets you review and Edit, then Save and Exit if you’d like to come back later or Create to put your campaign in motion now.
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