How do I create a campaign?

Mailshake makes it incredibly easy to create campaigns with our campaign wizard - it guides you step-by-step through the process.

This is great for teams and individuals that want to create the campaign copy first or aren't syncing to a CRM.

1. Click the + button in the lower left corner, then click New Campaign - or on the Campaigns page, click New Campaign

   

2. Title your Campaign and select the mail account you'd like to use for sending, then click Sequence→

   

3. Create your campaign sequence by clicking +Create new sequence then select the type of message you'd like to start with
   • Add additional sequences messages or tasks by clicking the + below the most recent message

   • You can also edit the time delay between steps

     

4. Once you've completed your sequence, click Prospects→
5. Either upload your CSV, enter prospects in manually, or use an existing list, then click Import or Next
   • For CSV file imports, you'll just need to map the CSV fields to Mailshake fields on the Mapping step that displays

   • You'll also have the optional step of cleaning your list, though we do recommend you clean every list

     

6. Once done, click Settings→

7. Review the Tracking and Lead Catcher settings, then click Confirm→

   

8. Review your campaign on the Confirmation step, then click Start Campaign

   
   

Don't worry, you can click Start Campaign then pause your campaign if you're not ready for it to start yet.