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How to Create a Campaign From a Template?
How to Create a Campaign From a Template?
Barak Elisha avatar
Written by Barak Elisha
Updated over a week ago

1. Go to the "Campaigns" Tab.

2. Click on the "Add Campaign" button.

3. Click on "Select From Template".

4. Select the occasion you wish to set up a campaign for.

5. Fill in the Start Date and the Sending Frequency.

6. Choose your Design.

7. Customize your Greeting.

8. Fill in the countries list, the gift amount, and the status of the employees receiving the gifts.

Please note:

You need to enter the gift amount according to the gift currency available in each country.

9. Click on the "Summary" button. You can edit the campaign if needed.

10. You can click on the "Preview Gift" to receive a preview to your email and phone number.

11. Click on "Looks Good!"

Your campaign is now live!

Please note:

The list of employees is pulled from the "People" tab according to their Country and Employment Type.

If you didn't upload your recipients to the "People" tab, you could do it now: Adding People.

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