The following instructions are to add a campaign.
Instructions
- Access RevEngage > Campaigns > Templates.
- Select the Campaign Template.
- Complete the Campaign Details and change the template details, if needed. Note: In the body of the text, you can change the format. Also, the ability to upload a document, e.g., discount couple, is available.
- Click one of the following options:
- Save as Template: This allows you to save your changes to the default template so you can return to it and use it again.
- Test: This allows you to send a test campaign. If you attached a document, it will not be sent with the test.
- Schedule: This allows you to send the campaign at a future date.
- Send: The campaign is sent.