Data Campaign can be started by clicking on +Add Data Campaign button or from the Data Campaigns tab and clicking on the Create New Campaign button.
- Start by naming your new campaign.
- Choose if from I've got a list of companies or contact or I need help finding companies
- I've got a list of companies or contact
- Selecting I've got a list of companies or contact will ask you to select from Add from CRM or Add from CSV.
NOTE: See separate article for How to create Data Campaign using CRM Reports and How to create Data Campaign using CSV file.
- Selecting I've got a list of companies or contact will ask you to select from Add from CRM or Add from CSV.
- I need help finding companies
- This will allow Leadgenius to search for leads depending on the criteria given
- I've got a list of companies or contact
- Selecting I need help find companies will ask to assign company size
- Select a company revenue you're targeting
- Select the Company Type you're targeting
- Select a Company Location you're targeting
- Select if you want to add contacts to the campaign.
- Adding a contact to the campaign will ask you to select the contact criteria.
- Assign a maximum number of contacts you want for each company.
- Adding a contact to the campaign will ask you to select the contact criteria.
- Select your design Data Point
- Review the campaign and click on Confirm Campaign button once you are happy with the Data Campaign criteria.