Once the letter preference has been setup, and letter designs have been created, you are now ready to create new campaigns.
Steps to Create a New Campaign
1. Click on "Create a new campaign."
2. Name the campaign, and click Next
3. You have the option to select your preferred letter design or create a new design, then click SAVE.
In case you have not created your Letter Design, here's the link to create one:
4. Add properties to your campaign; there are 2 ways to do it. The first is by adding via the Lead Generator or from the Pipeline. Once the properties are added, cost will appear. The price is £0.99+vat for every letter sent.
6. Click on Review and Send
7. Review or edit the delivery dates; if the campaign is ready, you will pay for the first batch using the credit card that is in the system.
8. To update the payment method, please click the 'Add Payment method' button.
9. Click on 'Start Campaign & Pay.'
This will move the draft campaign into active campaign.