Create campaign group

A campaign group must be created to deploy any communication; a campaign group is the ‘wrapper’ within which specific campaigns are created. A single campaign group can be created to deploy multiple campaigns. Users with appropriate permissions can create a campaign group.

Follow these steps to create a campaign group:

1. From the left menu, navigate to Campaign management > Campaign group. The campaign group list screen appears. It will display all the campaigns created in this tenant.

2. Click Create campaign group.
3. On the Create campaign group screen, enter details for the following fields.
   1. Campaign group name: Enter a name for the campaign group.
   2. Business stakeholder: Enter all the stakeholders for the campaign separated by a comma. For example, Sales Team, Marketing Team, Presales, etc.
   3. Reference ID: Enter a unique ID for the campaign group.
   4. Campaign image: Add a thumbnail image for the campaign group. The size of the image should not be more than 100 x 100 px. The supported formats are .jpg, .jpeg, .png, .gif, .bmp, and .tif.
   5. Description: Enter a description for the campaign group.
   6. Configure notifications: By default, the system will add the campaign creator's email id as the notification recipient. See Configuring notifications to add additional recipients.

4. Click Save and proceed.

Configuring Notifications for a Campaign

Notifications can be configured to alert campaign owners for all the campaigns. By default, the system will add the campaign creator email id as the recipient of the notifications. The recipients added to this screen are notified about the various stages of the campaign execution. The notifications are sent 72 hours, 48 hours, and 24 hours prior to expiry. If a user changes the campaign schedule, the notification time will be reset accordingly.

Follow these steps, to add additional email ids as the recipient of the notifications:

1. On the Create campaign group screen, click Configure notifications. The Configure notifications screen appears.

2. Click Add new and enter the following details.
   1. Email: Enter the Email id of the recipient.
   2. Status information: Select this checkbox to receive notifications about the different status of the campaign.
   3. Exception alerts: Select this checkbox to receive exception alerts.
   4. Description: Enter a meaningful description for the notification receiver.
3. Click Save configuration.