{"id":3555,"date":"2015-07-08T17:38:11","date_gmt":"2015-07-08T17:38:11","guid":{"rendered":"https:\/\/139.59.23.56\/predictive3\/?page_id=3555"},"modified":"2019-01-21T18:42:09","modified_gmt":"2019-01-21T18:42:09","slug":"checklist-create-a-campaign","status":"publish","type":"page","link":"https:\/\/help.predictiveresponse.com\/?page_id=3555","title":{"rendered":"Checklist: Create a Campaign"},"content":{"rendered":"<p>This checklist is used when you are creating a Predictive campaign.<\/p>\n<p>Click the links to view \u00a0details for each step below.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-2296\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2014\/02\/checkbox.gif\" alt=\"checkbox\" width=\"35\" height=\"32\" \/>\u00a0<strong>Step 1<\/strong>. <a title=\"Test Members\" href=\"https:\/\/help.predictiveresponse.com\/?page_id=3273\">Confirm global test members added. Add additional test members as needed.<\/a>\u00a0This information is provided in the Campaign Members section on your campaign page.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-2296\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2014\/02\/checkbox.gif\" alt=\"checkbox\" width=\"35\" height=\"32\" \/>\u00a0<strong>Step 2.<\/strong>\u00a0<a title=\"Creating a Campaign\" href=\"https:\/\/help.predictiveresponse.com\/?page_id=96\">Create the campaign in Salesforce.<\/a>\u00a0\u00a0Complete the required fields and select a supported campaign type.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-2296\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2014\/02\/checkbox.gif\" alt=\"checkbox\" width=\"35\" height=\"32\" \/>\u00a0<strong>Step 3<\/strong>.\u00a0<a title=\"Add Campaign Members\" href=\"https:\/\/help.predictiveresponse.com\/?page_id=3587\">Add Campaign Members.<\/a>\u00a0Use a lead\/contact view, report, or our separate <a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N3000000B413VEAR\">CampaignFlow<\/a> application.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-2296\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2014\/02\/checkbox.gif\" alt=\"checkbox\" width=\"35\" height=\"32\" \/>\u00a0<strong>Step 4.<\/strong>\u00a0<a title=\"Create your Email Edition\" href=\"https:\/\/help.predictiveresponse.com\/?page_id=32\">Create the Email Edition.<\/a><\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-2489\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2014\/08\/Important.png\" alt=\"Important\" width=\"25\" height=\"25\" \/>\u00a0<strong>Important<\/strong>: The order in which you complete steps 3 and 4 can be changed. It is important to remember that anytime you add leads\/contacts to the campaign <span style=\"text-decoration: underline;\">AFTER<\/span> the first edition is started, you must do a synchronization to add the new members from Salesforce to the Predictive database.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-2296\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2014\/02\/checkbox.gif\" alt=\"checkbox\" width=\"35\" height=\"32\" \/>\u00a0<strong>Step 5<\/strong>. <a title=\"Test your Edition\" href=\"https:\/\/help.predictiveresponse.com\/?page_id=1014\">Test\u00a0the email<\/a>. Send a test email to yourself and\/or your global test member group.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-2296\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2014\/02\/checkbox.gif\" alt=\"checkbox\" width=\"35\" height=\"32\" \/>\u00a0<strong>Step 6<\/strong>.\u00a0<a title=\"Send Your Email Edition\" href=\"https:\/\/help.predictiveresponse.com\/?page_id=1022\">Send the email<\/a>. You have the option to send the email right away of let the schedule settings manage the process.<\/p>\n<h2>We can help!<\/h2>\n<p style=\"color: #000000;\">For assistance, complete a <a title=\"Support Ticket\" href=\"https:\/\/help.predictiveresponse.com\/?page_id=1050\">support ticket<\/a>.<\/p>\n<h6 style=\"text-align: right;\"><\/h6>\n","protected":false},"excerpt":{"rendered":"<p>This checklist is used when you are creating a Predictive campaign. Click the links to view \u00a0details for each step below. \u00a0Step 1. Confirm global test members added. Add additional test members as needed.\u00a0This information is provided in the Campaign Members section on your campaign page. \u00a0Step 2.\u00a0Create the campaign in Salesforce.\u00a0\u00a0Complete the required fields [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":96,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/pages\/3555"}],"collection":[{"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=3555"}],"version-history":[{"count":8,"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/pages\/3555\/revisions"}],"predecessor-version":[{"id":6223,"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/pages\/3555\/revisions\/6223"}],"up":[{"embeddable":true,"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/pages\/96"}],"wp:attachment":[{"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=3555"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}