Create a campaign

Open Campaigns in the sidebar and click Create Campaign. The wizard has four steps.

1. 1
   Campaign details

   Enter a name and an optional description. Choose Private (only assigned members can see and work it) or Public (everyone on your team). Pick departments and people to assign.
2. 2
   Audience

   Dynamic audience starts from every lead in your workspace, and you narrow it with the campaign’s Filters. Keep Auto-enroll new matches on to bring in new leads that match. Static list starts empty for leads you import or add yourself.
3. 3
   Channels

   Tick the channels you plan to use. These are labels to help your team; they don’t send anything.
4. 4
   Review & launch

   Choose Launch now (Active) or Save as draft, then click Launch campaign or Save draft.