In this article, we will explain how to create a campaign and edit it.

  • Go to data and click on create campaign

  • Name your campaign and choose your campaign type. Turn on the slider at the bottom only in case you're reaching out to imported prospects. Then click on next

  • Click on the icon, and set up the first action. Choose the number of days after which your campaign starts and select and action:

- Email
- LinkedIn
- Task

  • To add a follow-up, click on the new icon > add new action, then set the criteria (and the condition if necessary), select an action and click on add follow up.

Here is an example of a multi-channel parallel campaign:

  • Click on edit to customize the messages you send.

To use static placeholders in your message, click on the icon with the outline of a person and choose from the dropdown menu.

 

For further personalization, use hubsell’s if-this-then-that placeholders which allow you to display texts based on a prospect’s specific variable. To learn more about them, check out the following two articles:

Dynamic placeholders (IFTTT) and how to use them
Dynamic placeholders

You have created your first campaign and can go over to the next step, which is 'how to launch a campaign.'

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