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Getting started #5 - Create a campaign
Getting started #5 - Create a campaign

How to create your first campaign

Milos avatar
Written by Milos
Updated over a week ago

To start using Autoklose for its main purpose - email automation, a Campaign should be created. Every Campaign contains a list of settings to ensure emails and follow-ups are sent in a preferred way.
Create a campaign in a few easy steps:

  • Click the Start Campaign button on the left side or New Campaign on the Campaigns page

  • Step 1 - Campaign Settings

    Adjust basic and some advanced campaign settings like the starting date and sending days, "From" email account, or Campaign sending limit. More information about campaign settings and how to manage them can be found here.
    Set Automatic actions to customize and automate campaign management.
    Hit Next Step in the upper right corner when done with the initial setup.

  • Step 2 - Choose Recipients

    Campaign recipients can be added using the Existing Contacts filter, New Contact, and Upload CSV options.

    Add Existing Contacts will allow you to filter and select contacts currently uploaded to the team Database.

    Add New Contact is a way to add a single contact to a campaign.

    The Upload CSV option can be used to upload a prepared file with contact information that can be mapped and used in an email sequence via tokens.

    An additional upload option is Data Unlimited, which gives you access to millions of B2B leads.

    Buy Contacts enables you to purchase a defined number of Data Unlimited contacts using the credits feature.

    After the upload, contacts can be Tagged or manually removed from the campaign.

  • Step 3 - Select Template

    Choose an Email Template from multiple sources. Previously saved sequences created by you or your team with Autoklose default templates are available in this step. Choose the desired template by clicking on it and hitting Next Step to progress to Step 4

    A blank template will open up an editor page, where new emails can be created and saved for later use.

  • Step 4 - Customize Templates

    • In this step, you can further edit, make changes and create new emails.

      Personalization Tokens or Merge Tags can be added using one of these two buttons:

      Add more follow-ups using the "Add follow-up" button below the last created email or delete emails using the "Delete" option in the bottom right corner of the editor. If you're using the Autoklose default template, make sure all placeholders and squared brackets are deleted and replaced with your own text.
      Already "Saved Emails" can be added using the option in the Subject line row. Created emails and sequence rules (delay between emails, A/B test with winning days for it) can be saved using the Save Sequence as New Template button.
      The Decision Tree switch at the top enables a more conditional approach and different actions depending on recipient activity in campaigns. Learn more about the Decision tree and the differences between it and regular campaigns with Automated Actions.

      Personalize Emails tab allows to even further engage with selected recipients by editing and tailoring email to be unique and relevant to a specific recipient/s. More on this functionality in this article.

  • Step 5 - Campaign Review

    This offers a short overview of campaign settings, the number of recipients, and emails in the sequence. Use the Edit button on the right side to easily go back to the desired step and make changes if necessary.

    The Email Fields section allows a quick overview of all customization fields that were used in the email sequence.

    It shows all fields that were used in the email sequence and type (number or text). Contacts that don't have some field/s will be shown in the column DOESN'T HAVE FIELD. Please note that the numbers in this column are clickable. Once clicked, an additional pop-up appears. In case there are fewer than 100 contacts with missing field information, it is possible to add value on the spot. If there are more than 100 such contacts, the option to download the list will be presented too. The exported file can be edited in the external platform and, once ready, imported into the campaign once again. The Missing field number will be updated if there were any changes to field information.

    The Update option at the bottom gives a way to permanently save the changes made to contact information. By default, it is turned off, which means all changes will be applied only to the current campaign.
    Once ready, save the changes and go back to the review page.

    The Default value shows what the fallback is and what will be shown in the email in case there is no value for that field (contact information is blank). Note that all values are clickable and can be changed on the spot without the need to go into the Contact fields' main settings.

    When all steps are completed, the campaign can be started. Hit the Start button in the upper right corner to move the campaign to In progress or Pending (if the start of the campaign is scheduled for a future date) state.

    If closed, the campaign will be saved in a draft, and it can be easily edited in the future and started at a later point.
    The campaign will be saved as a draft from the moment the Campaign name in Step 1 is set.

If you have any questions do not hesitate to initiate a live chat.

Happy klosing! :)

Your team!

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