What are campaigns? Campaigns are messages you can draft to a group of people at once (for those on the Professional Plan). With Campaigns, you can send messages to specific groups of people such as hot leads, referral partners, or even closed deals that you want to keep in touch with. You can even send a message to all of your registered contacts (tappers) at once!

1. Log in to your Desktop Dashboard and navigate to the ‘Campaigns’ tab on the left-hand side to access your campaigns.

2. You can view all scheduled and sent campaigns here.

3. To create a new message/campaign, click on the blue circle with the plus symbol on the right-hand side.

4. The first step is to name your campaign. Next, you can choose the recipients by clicking the drop-down. You are given options to send a message to all your contacts/tappers. You can manually select them one by one or choose a specific group that you have tagged.

For example, if you have ten people tagged as ‘referral partners,’ you can choose this tag, and the message will only be sent to this group of tappers. More information about tags.

5. Next, you can send the message immediately or at a specific date and time in the future.

6. When drafting your message, you can insert fields available on the right-hand side to make your message more personable. You can choose to insert their name, job title, etc. And you can also switch to member insert fields with additional options like your name, email, and even your scheduling link!

7. Once you have finished typing your message, click ‘Schedule’ at the bottom.

8. You can return to the campaign section (Click ‘Campaign’ on the left-hand menu area) to view all scheduled and sent campaigns.