{"id":5885,"date":"2018-12-24T20:32:35","date_gmt":"2018-12-24T20:32:35","guid":{"rendered":"https:\/\/help.predictiveresponse.com\/?page_id=5885"},"modified":"2023-03-23T16:31:38","modified_gmt":"2023-03-23T16:31:38","slug":"create-a-campaign-in-salesforce-lightening","status":"publish","type":"page","link":"https:\/\/help.predictiveresponse.com\/?page_id=5885","title":{"rendered":"Create a Campaign in Lightning"},"content":{"rendered":"

A campaign is where you begin the email marketing process. The campaign houses the marketing emails you will send, as well as the contacts and\/or leads you will send them to. You can have multiple campaigns, tailored to the marketing type. You can have campaigns for newsletters, donations, appeals, summits, and many more.<\/p>\n

Checklist: Create a Campaign<\/h3>\n

This checklist is used when you are creating a Predictive email campaign.<\/p>\n

\"\"Step 1.<\/a> Confirm global test members are added and add additional test members as needed. This information is provided in the Campaign Members section on your campaign page.<\/p>\n

\"\"Step 2.<\/a> Create the campaign in Salesforce. Complete the required fields and select a supported campaign type.<\/p>\n

\"\"Step 3.<\/a> Add Campaign Members. Use a lead\/contact view, report, or our separate CampaignFlow application.<\/p>\n

\"\"Step 4.<\/a> Create the Email Edition. Use our eMaker editor to create your email and design template.<\/p>\n

Important: 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 AFTER the first edition is started, you must do a synchronization to add the new members from Salesforce to the Predictive database.<\/p>\n

\"\"Step 5.<\/a> Test the email. Send a test email to yourself and\/or your global test member group.<\/p>\n

\"\"Step 6.<\/a> Send the email. You have the option to send the email right away or let the schedule settings manage the process.<\/p>\n

<\/a>Step 1: Add Global Test Member(s)<\/h3>\n

Create a global test member for your campaign to review the content and links of all email editions. This is important to ensure that the email content is consistent, contains no typos, and that any links open to the correct web page and are tracked by Predictive as desired.<\/p>\n

You can add additional test members as needed, for more information visit the following link<\/a><\/strong>.<\/p>\n

Watch the video below to learn how to create a global test member:<\/p>\n