Hey Omni User 👋,
Creating a campaign is super easy.
- Navigate to OmniOutreach from the navigation bar.
- At the bottom of the Campaign list, click on "Create New Campaign."
- Provide a name for your campaign, for example, "My first outreach."
- You have two options: skip leads or upload leads.
- If you choose to skip leads, proceed to step 7.
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If you choose to upload leads, you will be directed to the Upload Leads page, where you can upload your leads using a CSV file.
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You can also choose to skip leads at this stage without going back.
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To upload leads, click on "Browse File" to select the appropriate CSV file, and then click on "Save and Next."
- In the "Leads Mapping" section, you can map the custom fields for the campaign message. Learn more about custom fields [here](add link).
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For each custom field, select the appropriate variable by clicking on the dropdown menu.
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If you choose not to upload a particular column, select "Don't import this column."
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If a column is not listed in the outbound fields, choose "Custom Variable" so that the column heading can be used to denote the variable.
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Click on "Save" to proceed.
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If prompted by Omni BounceProtect, make your selection accordingly.
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The upload process may take some time, depending on the size of your leads list.
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There are two types of campaigns to choose from, for manual scripts campaigns creation select “Manual Scripts”
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In the Sequence page:
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Once you have selected "Manual Script,"
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Choose the channel, add the message, and select custom variables from the dropdown menu.
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To add a step, click on "Add a new step."
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Specify the number of days for sending the next step.
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Proceed to the next tab for the next step.
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You can send a test email by clicking on the "Test email" button at the top.
- In the Schedules tab, select the days and times for sending the outreach.
- Click on the play button to start the campaign.
Happy campaigning!
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