Creating and Sending Email Campaigns

Learn how to create, customize, and send email campaigns to targeted leads or agents using EduCtrl CRM.

Prerequisites

• Access to Automation > Campaigns
• Email templates created and available
• Email gateway configured properly

Step-by-Step Instructions

1. Go to Automation > Campaigns from the left-hand menu.

   

2. Click + New Campaign to start creating a new email campaign.

3. Enter a Campaign Title and select the Target Audience (e.g., leads, agents).

   

   

4. If you select Leads, specify Lead Status and other criteria. Click the Calculate button to see the total matched leads for the selected filters.
5. Select the notification method: Email, SMS, or Whatsapp.
6. Choose the appropriate Message Template for your campaign.
7. Set the Run At date and time to schedule the campaign.
8. Choose between Send to dispatch the campaign immediately or Create to save it for later sending.

Tips & Best Practices

• Use filters to create precise audience segments for better engagement.
• Preview your message templates before sending.
• Schedule campaigns to reach audiences at optimal times.

Troubleshooting or FAQs

Q: What happens if I click Create instead of Send?
A: The campaign will be saved as a draft and can be sent later.

Q: Can I use different notification methods in one campaign?
A: You need to select one method per campaign: Email, SMS, or Whatsapp.