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How Do I Set Up Automated Email Campaigns?

You can create an automated email campaign to send a series of up to 5 emails to a group of Candidates or Clients.

Before starting the campaign, the first step is to set up your email templates in the CMS. You can find instructions on how to do this by clicking here.

Next, create a basket and add the necessary records for the mail campaign recipients.

Finally, navigate to Automated Email Campaigns in the top blue navigation bar and select Mail Campaigns to proceed.

To create a new campaign, begin by selecting the "New" option for either Candidates or Clients and provide a name for the campaign.

Choose the basket where the emails will be sent, select up to 5 email templates in the desired order, set the time intervals between each template, specify the events that will halt the campaign, and save your settings.

When you are ready to send the emails, switch the toggle to Active and press Start to commence the email distribution process.