Data Campaign Creation

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 with 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.
- I need help finding companies
  - This will allow Leadgenius to search for leads depending on the criteria given
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.
Select your design Data Point
Review the campaign and click on Confirm Campaign button once you are happy with the Data Campaign criteria.