How to add Contacts to and Schedule an Email Campaign

Applies to: R4 Version

There are 2 ways to schedule an existing Email Campaign:

Method 1:

1. Choose Campaigns > Add to Campaign
   
2. Enter the name of the Campaign you want to schedule
   
   If you click the "Recent" link it will display all of the Campaigns that have been recently created, edited or sent
   
3. Next make sure any Open and Click notifications you want handled are selected, and that the correct User is specified:
   1. Current User - The logged in user who is working on this campaign
   2. Record Manager - The person who owns the Contact Record
   3. Specific User - Example:
      
      
      HINT:  In most cases the Click notification is going to be the most valuable action item you can choose.  Most people who click on a link are ready to talk to you.
      
      
4. Choose a date/time for the Campaign to be sent
   
   
5. Choose a group of Contacts to send this Campaign to:
   1. Choose current lookup
      
      You can define a Look Up by selecting the "(Set/Edit)" link if you need to change or make a new Look Up
   2. Current Contact
      
      It is also possible to select a Group for sending the Campaign to (see How to Create Groups and add Contacts)
      
      
6. When finished adding the Contacts, click "Add to Campaign"
7. Take note on the confirmation screen of the Date/Time the Campaign is scheduled for and the number of Contacts, to verify that the information is correct
   
8. If everything looks correct click the "Yes" button

NOTE:  Even if an Email Campaign is scheduled to be sent immediately, there will be a delay in the emails actually being sent.  This is because the Email Engine has a Queue of Emails that it has to work through sending.  On a very busy day for the Email Engine, it can take up to 30 minutes for your first email to be sent.