Automated sales campaigns are a very important part of your sales process. They improve your messaging consistency and make it easier to determine what brings success to converting your leads to booked clients.

Create an Sales Campaign

To create an sales campaign

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

2. Click Add Sales 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 Sales Campaign Name field.

Add an Email or SMS Message to the Campaign

To add an email or SMS message to a campaign, click Add Notification in the campaign edit screen.

Choose the Type of Notification

Under How should your client be notified choose either Email or SMS to notify your client via email or SMS message.

Don't see the How should your client be notified option? Add the SMS Add-On to your plan


Editing an Email notification in an Existing Sales Campaign

To edit a notification in an email campaign, click on the notification 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.


Editing a SMS Message in an Existing Sales Campaign

To edit an SMS Message, click on the notification in the campaign edit screen.

SMS Settings

SMS Reminders

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

  1. Click the SMS notification button (icon shown above) and choose Turn SMS Message Reminders Off.

Adding the SMS Message

Type in the SMS Message you would like.

ℹ️ Note: SMS messages are limited to 1600 characters.


Scheduling a Campaign Notification

Releventful’s scheduling gives you the power to send the notification to on the day and time it should be sent.

To choose when the notifications should be sent

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

  2. Click Change Email Schedule / Change SMS Message Schedule

Building Your Reminder Date

The 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 notification to be sent 30 days BEFORE the Event Start Date.

Example 2:

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

Setting the 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 notification 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 sales 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 notification 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 notification 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 Reminder Time

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

To send the notificationat 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 notification and all of your edits, click Save in the bottom of the campaign notification editor window.


Turning on Automated Sales Campaigns

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

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

When the sales campaign is off

When the sales campaign is on

Change What Type of Event the Sales Campaigns is For

By default, Sales Campaigns are added to all lead events. However, you can choose to only add the Sales 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 sales campaign text

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


How to Start a Sales Campaign

If your sales campaigns are not set to be kicked off or started automatically, you can kick off an sales campaign for a lead by doing the following.

  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 Sales Campaigns to open the campaign manager

5. Click the Add 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: sales 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 Sales Campaign

To check the status of notifications 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 and sent notifications. All scheduled notifications can be edited, disabled or removed.

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

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