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Creating Sales Campaigns

Learn how to create and manage sales campaigns that automate timely, consistent follow-up with your leads.

Written by Naomi Sherman

A sales campaign sends a planned sequence of follow-up messages to the right leads. Prepare the sequence around a clear goal, then inspect every message before it can contact customers.

Before you start

Choose the audience, starting event, message channel, business hours, and what should happen when a lead replies.

In Releventful

  1. Click Automations & Operations > Manage Campaigns and choose the create action or AI Campaign Builder.

  2. Enter the audience, campaign goal, and timing. If using the builder, click Generate Campaign and wait for the draft sequence.

  3. Open each message. Check subject or text, recipient, delay, business hours, and any “send only if no reply” behavior. Edit the draft and click Save Campaign.

  4. Open a sample lead that should qualify. Check when the first message would be scheduled and whether another campaign is already active.

  5. Enable or start the campaign only after the sample is correct. Reopen the lead’s Activity to check the scheduled work.

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