How to Create Your Campaign

Creating campaigns allows you to execute targeted strategies for reaching your audience, generating leads, and achieving your business goals. Follow the steps below to quickly launch a campaign within your CRM system.

👣 Step-by-Step: Create a New Campaign

🔹 Step 1: Open Campaigns

From the CRM panel, click on the “Campaigns” button.

Open campaigns screenshot

🔹 Step 2: Open Campaign Dashboard

The campaign management panel will appear, showing all your active and archived campaigns.

Campaign dashboard screenshot

🔹 Step 3: Create a Campaign

Click on the “Create Campaign” button at the top-right corner.

Create campaign button screenshot

🔹 Step 4: Enter Campaign Details

A dialog box will appear.
Add your Campaign Name and any other required details.

Campaign details form screenshot

🔹 Step 5: Confirm Creation

Click on the “Create” button to finalize.

Confirm creation screenshot

✅ Step 6: Campaign Created Successfully

Your new campaign is now active and ready to be managed or executed.

Campaign Created Successfully

💡 Pro Tip:

Give your campaign a clear, descriptive name to easily identify and track its performance later.