Creating a Campaign
What is a Campaign?
How to Create a Campaign?
1. Create a Campaign
2. Create Steps
Note: By default, a 3-day Wait Step will be automatically created when creating any Step.
3. Assign Inboxes to the Campaign
4. Set the Campaign Live
After clicking review, it will direct you to a page where you can review the Email Steps and send a test email to the email address you're using to log. Hit the 'Go Live' button when you're ready to set the campaign Live.
What are the types of Steps?
An email step is where you put the message that you want to send to your prospects.
To see more info on customizing Email Steps, you may check What are the parts of an Email Step?
You can choose the amount of time for the Wait step in either Hours, Days, or Minutes.
Here's more info about Tasks in QuickMail.
Note: The Wait Until Task Is Completed To Resume Campaign will determine whether or not the Task needs to be completed before a Prospect moves on to subsequent Steps.
An SMS step sends a text message to a prospect. To use an SMS step, the prospect needs to have a phone number.
Here's more info about SMS Steps in QuickMail.
A Call Step generates a call action in your To-Dos via AirCall integration or your own phone system. However, it does not trigger a call.
Here's more info about Call Steps in QuickMail.
A checkpoint is a non-email step that is used to trigger zap for automation or stop a campaign if conditions are not met.
A webhook is also a non-email step that is used for capturing campaign data via API.
What are the parts of an Email Step?
The subject line is one line of text people see when they receive your email. So make sure it's optimized for your audience.
If you need help crafting a good subject line, this blogpost might come in handy: 55 Cold Email Subject Line Examples & Best Practices
The email body is where you insert texts and add supporting links, images, or attachments.
Attributes are placeholders that can be added to the subject line or email body.
Here's a more detailed guide to using Attributes
Include Previous Email
Include Previous Email when checked will include the previous emails sent to a Prospect as a quoted section of the message.
Open Tracking allows visibility on when and if Prospects have opened an email. It's done by including a small, invisible pixel to the message. Note though that some Spam filters will "open" messages on their own, and some email clients don't automatically load images —but it should give a sense of how the Campaign is doing.
Click Tracking allows visibility on when and if Prospects click on any links on the email. It's done by changing the link in your message to a Tracking Link, that will send Prospects to our server for a brief moment (to track the click) and then on to their destination.
Note: If Click Tracking is On, masking the link might help avoid spam filters. For example, instead of using https://quickmail.com in the email body, use Here's more about our Company.. This makes the link in the email look less suspicious.
Plain Text Only
Sending emails in Plain Text may help improve deliverability. However, open and click tracking cannot be used with it at the same time.
Sending Emails Manually allows users to review and edit the email step itself before it gets sent out. When a journey goes into a Manual Email Step, a draft in the To-Do gets generated. It is where you can review and send the email.
Here's a more detailed guide on Sending Emails Manually.
This allows users to add a CC email address in all of the emails sent to a prospect. Note that this may clog the inbox of the CC'd email address.
Note: Be mindful as Open and Clicks from the CC'd email address will also be tracked.