Step 0: Access the Campaign Manager

First, navigate to the creation area.

• In the left-hand sidebar, click on SETUP.

• Select Campaigns from the dropdown menu.

• Click the pink (+) button in the top right corner to start a new project.

Step 1: Select the Company

Identify which entity owns this campaign.

• Use the dropdown to Select a company.

• This is a mandatory field to ensure your data is organized under the correct account.

• Click Next.

Step 2: Core Configuration (Setup)

Define the context of your campaign.

• Select a conversation: Choose the asset you want to use.

• Select a locale: Pick the specific Language and Country (e.g., French - France) you want to use.

  • IMPORTANT: Make sure the asset is available in selected language (e.g., English - US vs English - UK)

• Select a processor: Choose the company that will handle your campaign broadcast.

• Click Next.

Step 3: Configure Advanced Options

Tailor the user experience and backend integrations.

• Sub-domain alias (optional): Set a custom URL for your campaign.

  • IMPORTANT: Sub-domain option must be setup prior at subscription level

• Security (optional): Enable Google ReCaptcha to prevent bot submissions.

• Email Check (optional): Set up domain alerts and custom alert messages.

  • Note: this option allows you to reject some email domains (i.e. gmail.com / yopmail.com / etc...)

• Integrations (optional): Connect your campaign to external tools (e.g., Marketo Engage).

• Reporting (Mandatory): Enter a Report name prefix and select the output format (e.g., PDF/Editable/User Choice).

  • PDF: The document will be generated in PDF format
  • Editable: The document will be generated in PowerPoint or Word document format
  • User Choice: A pop-up will be displayed to let user select preferred format (PDF or Editable)

• Click Next.

Step 4: Finalization & Launch

Add the finishing touches and go live.

• Campaign Name: Enter a clear, internal name for tracking.

• Details: Add a topic title and select the target countries.

• Type (Mandatory): Categorize your campaign.

• Publish Toggle: Switch to "On" to make the campaign active.

  • If toggle is set to "Off" the campaign will be available as a test link (not persistent)

• Automation: Enable automatic email delivery for reports if needed.

• Click Finish.