Creating a Campaign

1. Click on  Emails in the main menu

2. Select the Campaigns tab in the sub-navigation bar. You should now be able to see all the campaigns in your account. 

3. Click  Create Campaign to add a new campaign.

4. Give your new campaign a name and click Save. (Note: This name is not visible to your contacts when you send this campaign.)

5. Click the  Manage Campaign icon  to start designing your email sequence. 

7. Click the  Add Email button to add a new email and assign it a name (only you can see this name).

8. Assign the email you want to send first in the sequence by connecting it to the black box in the top-left corner. 

You can link them together by dragging the grey circle visible on the right edge of the black box and dropping it on the first email box.  

9. Edit this email by clicking the Edit Campaign  icon. 

Note: The editor for emails is the same as that for content pages. 

9. Create more emails and link them together by dragging the yellow circle (if no click) or green circle (if clicked) below the email name to another email. 

*Green circles are only visible when you add a campaign link in the email. A green line connecting an email means that the email will be sent only when a user clicks on a campaign link included in the email content. 

10. Set a time delay between each email by clicking   and setting a time.

Do you still have some questions or need some additional help? Check out one of our recent webinars on how to create a campaign or reach out to us at support@patientsites.com and our team will be happy to help you. 

Click here to watch the webinar and use the password below to access the recording. 

Password: RaE?3O@n