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Master Campaigns

Master Campaigns

Once you have set up your Marketing.Pro account, you will want to take advantage of the message automation features now available to you. We call these feature “Campaigns.” You can build or opt into campaigns to send a variety of messages through Marketing.Pro. The simplest of these are our pre-built campaign templates, or “Master Campaigns.”

While you have the option to create your own Campaigns, with a Master Campaign you can send a series of carefully considered and useful messages to your contacts with a minimum of effort. To set up a Master Campaign:

  • Click on “Campaigns,” located under “Pro Features” on the left hand side of your Marketing.Pro page.
  • At the top of the list of Campaigns, click on the tab marked “Pre-built Campaign Templates.”
  • Select from the list of Master Campaigns; you can see the contents by clicking on the campaign title, and then clicking on the red “Back to Campaign List” link if you wish to continue browsing.
  • Alternately, if you’ve decided that you wish to use the Master Campaign after reviewing the contents, click on the green “Use This Campaign” button.

From here, finalizing the Master Campaign is fairly similar to building or editing your own campaign. You will want to:

  • Review the Information tab; if everything seems correct, click on the “Recipients” tab.
  • Next, click on the “Actions” tab. You should already see the content to be sent as part of the Master Campaign in place. At this point, you will be personalizing your messages. For each of the items identified as “Email,” you will want to:
  1. Click on the “Edit” link.
  2. Review the message design and schedule, and then click on the “Edit Your Email” link.
  3. In the window that pops up, you will have the option to review the email message and select the email template you wish to use from the options listed to the left of the email.
  4. Once you are finished, click on “Preview Changes” to review, and then “Confirm Changes” to proceed.
  5. You will return to the page; click on the “Save Changes” button to save and return to the “Actions” tab.
  6. IMPORTANT: Sending an email through Marketing.Pro without a template in place will mean that your contact information and branding will NOT appear in the email with your message. The Master Campaign does not automatically select an email template for you.
  • For each of the items identified as a “Greeting Card,” you will want to:
  1. Click on the “Edit” link.
  2. Review the card design and schedule, and then click on the “Edit Your Card” link.
  3. In the window that pops up, you will have the option to review the message and select the font and signature you wish to use from the options listed.
  4. Once you are finished, click on “Confirm Changes” to proceed.
  5. You will return to the page; click on the “Save Changes” button to save and return to the “Information” tab. From there, click on the “Actions” tab to review any other actions.
  • For each of the items identified as an “Economic Update ,” you will want to:
  1. Click on the “Edit” link.
  2. Review the selections, and then select a template from the appropriate drop-down menu to apply it to the campaign.
  3. Once you are finished, click on the “Save Changes” button to save and return to the “Actions” tab and continue checking any other messages.
  4. IMPORTANT: Sending an Economic Update through Marketing.Pro without a template in place will mean that your contact information and branding will NOT appear in the email with your message. The Master Campaign does not automatically select an email template for you.
  • Use the “Recipients” tab to select the contacts you would like to receive the campaign. You can:
  1. Select individuals by clicking their names with your mouse, and then clicking the “Add Selected” button.
  2. Select entire groups by clicking on the “Add Group” link, and then clicking the box for the group you wish to add.
  3. Select tagged contacts by clicking on the “Add by Tag” link, and then selecting the tag you wish to use.
  4. Clicking on the “Select All,” and then clicking the “Add Selected” button will allow you to add all of your contacts to the campaign.
  5. To remove recipients, click “Remove” to the right of the contact. To remove all of them and start over, click on the “Remove All” button.
  6. NOTE: The recipients list doesn’t automatically add family members; click on the “Include family members” box to include them.
  • Once you have selected your recipients click on the “Activate” button to start building the campaign. Building the campaign is the process where the different emails and other mailings will be scheduled; this may take some time.
  • Once the campaign is running, you will be able to click on “Campaigns” and see it listed as “Active.”

 

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