To create an email campaign

  1. Click Scheduler in the side navigation (icon shown above), then choose Email Campaigns

2. Click Add Email Campaign

You can choose from one of our campaigns we designed, or start from a blank campaign.

To select an option, click the button below the campaign option.

Edit the Campaign Details

Enter the name of this campaign in the Email Campaign Name field.

Add an Email to the Campaign

To add an email to a campaign, click Add Email in the campaign edit screen.


Editing an Email in an Email Campaign

To edit an email in an email campaign, click on the email in the campaign edit screen.

Email Settings

Email Reminders

If you want to disable this email from being sent out you can turn it off. To turn the scheduled message off

  1. Click the email button (icon shown above) and choose Turn Email Reminders Off.

Adding the Email Subject and Body

To add an existing email template, click Choose Existing Template, otherwise, you can type in your subject into Email Subject and your body into Email Body.

Scheduling a Campaign Email

Releventful’s email scheduling gives you the power to send the email reminder out exactly when it needs to be.

To choose when the emails should be sent

  1. Click the menu button (icon shown above) next to Scheduled Email

  2. Click Change Email Schedule

Building Your Email Reminder Date

The email reminder date can be ON, BEFORE, or AFTER a specific date that is set and it can also be ON, BEFORE, or AFTER an event status that has been set on the event.

Example 1:

I would like the email to be sent 30 days BEFORE the Event Start Date.

Example 2:

I would like the email to be sent ON the Automation Start Date (immediately).

Setting the Email Reminder Date

Step 1: Click Not Set to choose your schedule trigger

Step 2: Choose a Schedule Trigger

In the Select a Schedule Trigger dropdown, choose Default to choose a date-based trigger or Event Status to choose an event status-based trigger.

Step 3: Choose a Reminder Day

In the Choose a Reminder Day dropdown, choose the day that you would like the scheduled email reminder date to be based off of.

Default Triggers

  • Event Start Date – this is the date you’ve set in the event start date field of the event

  • Event End Date – this is the date you’ve set in the event end date field of the event

  • Pipeline Close Date – this is the date you’ve set for the pipeline close date of the Sales Pipeline details of the event.

  • Automation Start Date (most commonly used) – this option is the most commonly used option; it represents the date and time when the email campaign is kicked off.

Sales Stage Triggers

All of the sales stages will display here.

Step 4: Add any Additional Triggers

If you have additional date or event status conditions you would like to add to the email trigger, click the Add button under Additional Trigger Conditions.

Note: if the Add button is disabled, click Done to save your trigger and fix any errors first.

Step 5: Click Done to finalize your selections

Step 6: In the Choose When dropdown, select When you would like the email to be sent

Step 7: If your selection for Step 6 is BEFORE or AFTER, then you can choose the number of days BEFORE or AFTER the trigger.

Setting the Email Reminder Time

Check the box next to Send Immediately to send the email right away.

To send the email at a specific time, uncheck the box next to Send Immediately and choose a time.

Testing Your Email

To see what your email will look like, click Send Test Email in the bottom of the campaign email edit window.

Save Your Edits

To save your campaign email and all of your edits, click Save in the bottom of the campaign email editor window.


Turning on Automated Email Campaigns

Turning on an email campaign will automatically add the emails to a new lead event when it is created.

To turn on the email campaign by clicking the toggle button at the top of the Email Campaign edit screen.

When the email campaign is off

When the email campaign is on

Change What Type of Event Email Campaigns are For

By default, Email Campaigns are added to all lead events. However, you can choose to only add Email Campaigns to specific types of lead events.

To set the type of event a lead campaign is for

  1. Click on the event type in the email campaign text

2. Under What kind of event is this for, choose the type of event in the dropdown list.


How to Start an Email Campaign

To kick off an email campaign for a lead

  1. Click on Contacts in the side navigation (icon shown above)

  2. Click on Leads to view all of your leads

3. Click on the lead you would like to start the campaign for

4. In the lead edit screen, click on Campaigns to open the campaign manager

5. Click the Add Email Campaign button.

6. Choose your lead event in the dropdown menu

7. Click Choose a Campaign and click on the Campaign you would like to start

8. Click Start Campaign

ℹ️ Note: email campaigns can be started for any client as well. To start a campaign for a client, click on Clients in step 2 and proceed with steps 3-8.


Check the Status of an Email Campaign

To check the status of emails in a campaign

  1. Click on Contacts in the side navigation (icon shown above)

  2. Click on Leads to view all of your leads

3. Click on the lead you started the campaign for

4. In the lead edit screen, click on Campaigns to open the campaign manager

In the campaign manager you will see all of the scheduled emails and sent emails. All scheduled emails can be edited, disabled or removed.

ℹ️ Note: if your email campaign was started for a client, click Clients for step 2 and proceed with steps 3-4.

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