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How to use Campaigns
How to use Campaigns
This is an overview on how to use the campaign dashboard.
Farzad Rashidi avatar
Written by Farzad Rashidi
Updated over a week ago

The campaigns dashboard is going to be the central hub for creating, managing, and organizing all of your campaigns.

Campaign Creation

If you are just entering Respona for the first time, you can start a new campaign by clicking the “Start New Campaign” in the middle of your screen. Otherwise, to create additional campaigns, the “Start New Campaign” button can be found in the top right corner.

start new campaign in respona

To create your campaign, simply give your campaign a name, select the email you want to use for sending (if you have more than one connected), and select the sending schedule you want the campaign to follow (if you have more than one available schedule).

campaign creation screen

Within the advanced settings, you can set up any CRM tracking through auto-cc and auto-bcc. No need to select the email you want to forward replies to, just type it in and hit enter.

You can also select the sending strategy which will determine how your emails will get sent out. The sending strategies are only relevant if you are assigning more than one contact per opportunity/site you plan to reach out to.

  • Bounce: sends your email to the next assigned email address if the previous address bounces.

  • No-Reply: sends your email to the second assigned address if the previous one did not reply in a set time period.

  • CC: sends your email to the first assigned email address and CC's any others assigned.

  • Send-all: sends your email to all assigned email addresses at the same time, but on separate threads.

campaign advanced settings

To finish the initial setup, click “continue” at the bottom and you will start with adding opportunities to your campaign.

Campaign Progress

There are four statuses a campaigns can have:

  • Unlaunched campaigns

  • Launched campaigns

  • Paused campaigns

  • Completed campaigns (no longer running)

In addition to the campaign status, you can see the amount of opportunities within the campaign (both launched and unlaunched). The amount of sent email can also be found to the right of the opportunities column.

campaign opportunities

On the right side of the campaign dashboard, you will be able to see the lifetime open rate and reply rate for the campaigns. Finally, you can see the owner of the campaign. If you want to change the owner, simply click the owner’s profile image and select the new owner form the “Choose new owner” drop down.

campaign open and reply rates

Campaign Organization

When it comes to campaign organization, Respona keeps it simple. On the left side bar, you can create folders to move campaigns to. You can also see the campaigns for certain owners within the workspace.

campaign folders

To take action on your campaigns there will be three little dots on the right side of each campaign. Within this selection menu, you have the ability to rename, move, or remove the campaign.

campaign options

To find campaigns that have been deleted previously, you can click the “Deleted Campaigns” button in the bottom left corner and you will see all the campaigns that have been deleted. You can restore them by clicking the three dots on the right side of any deleted campaign.

deleting campaigns

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