Congrats!
You now know what Campaign Manager is for, how to tell a campaign apart from a journey, when to reach for a Single Action versus a Multi-Action template, and how a campaign travels from an empty screen to a scheduled launch.
Learn More
Ready to go deeper? These topics on the Vault CRM help site pick up right where this Flightpath leaves off:
- Campaign Manager Overview
- Creating Single Action Campaigns and Journeys
- Creating Multi-Action Campaigns and Journeys
- Creating Campaigns in Campaign Manager
- Creating Journeys in Campaign Manager
Flight Simulator
Let's practice!
Challenge — Create a Campaign or Journey Set up the right outreach to match Sarah's goal. Use the steps below to prove you've mastered the module.
Your team is launching new outreach for Cholecap requiring a one-time announcement sent out to the same list of targets as a previous outreach effort. This announcement should be scheduled for Monday morning. Set up the right outreach to match these requirements.
Solution:
- Navigate to Campaign Manager > Home.
- Select the Create Campaign tile.
- Select the Single Action template.
- Enter a Campaign Name.
- Select Create.
- Select Copy in the Add Targets section.
- Copy the target list from the appropriate existing campaign or journey.
- Select Email from the channel drop-down in the Add Details section.
- Select the appropriate template.
- Select Schedule Activation from the Activate section.
- Schedule the activation for next Monday morning rather than sending immediately.