How do I create an Advanced Campaign?

The Advanced Campaign wizard gives you all of the campaign settings at your finger tips like CRM Sync, Team Playbooks, Lead Catcher and more.

Click the + icon in the lower left corner and click New Advanced Campaign.

Or in the menu on the left, click Campaigns, then click the dropdown next to +New Campaign and select New Advanced Campaign. The wizard walks you through step-by-step, but we share best practices below! 🤓

Basic Settings ✅

1. Check the General settings to make sure everything looks right
   1. You can change the name of your campaign
   2. Also this is when you can set up your campaign as a Team Playbook or Email Rotation campaign
2. For the Lead Catcher, most people keep the default rules of "Reply 1 Time" but if you want to customize your rules, check out this guide for an explanation.
3. Sync To Apps - if you haven’t connected a CRM yet, you can skip this part. Otherwise, select the CRM instance where you want to sync this campaign.

Import Prospects 🙋

Now it’s time to import your contacts, or what we call Prospects in Mailshake. We give you a couple of options but let’s focus on the most popular one for your first campaign:

If you’re importing from a CSV file check out our step-by-step walkthrough to make sure your import goes smoothly.

Just make sure your file is a CSV file and not an Excel file or other formats. Not sure? Here’s how to save as a CSV

😓 Having trouble with your CSV? We’ve got you covered with our Formatting Guide 

Planning to import from your CRM instead? Follow this guide to connect your CRM before importing prospects.

Create your Campaign Sequence Messages 📧

Now it’s time to craft your campaign messages - with Mailshake you can create a single message campaign, or add follow-ups, drips, and on-click messages to add additional touch points.

Copywriting not your thing? Check out a training session Watch an email teardown session for copywriting ideas, best practices and tips to make your campaign messages shine! 💥

⚠️ Don’t forget to use Text Replacements (aka Mail Merge) to automatically personalize messages for each prospect - this saves you a TON of time and helps to boost engagement with your prospects. 

Follow-ups are your best bet for adding additional messages to your sequence - they’ll stop going out to your prospect if they reply so you don’t bug them. Check out Drip Messages and On-click Messages for different ways to structure your campaign.

Manually Personalize Individual Prospect Messages 📝

This is the perfect time to review a few prospects to make sure your Text Replacements are working correctly and that everything looks good. If you need to make changes for everyone, we recommend going back to the Sequence step to make edits that will apply for all prospects.

If you’re the type that likes to manually write out personalized messages to each person, we give you that chance in the Personalize step. 

But, we’re a bit biased and prefer using Text Replacements in the Sequence step to save time. Check it out.

When you’re ready, click Confirm to head to the last step. ➡️

Start your campaign! 🎉

Now you’re ready to launch! Click Start Campaign to start your campaign. 

Not ready?? Don’t worry, if you need more time, you can still click Start Campaign, then click the Running toggle to switch the campaign off to prevent emails from going out. Or you can just click Exit Campaign to leave the campaign in Draft Mode.