Email Campaigns

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🎥 Video walkthrough

1

Define campaign details

Click Create Campaign to open the setup form and enter the required details:

• Campaign Name: (e.g., “Product Launch Email Campaign”)
• Business Goal: (e.g., “Increase sales for new product”)

Example interface:

2

Configure touch points

Set up the touchpoints for your campaign:

• Touch Point Name: Name the email step.
• Type: Select “Email” as the mode of communication.
• AI Agent: Choose an AI-powered assistant.

3

Set scheduling & execution

Configure the execution settings:

• Schedule Date: Choose when the emails will be sent out.
• Execution Days: Select the active days for sending emails.
• Time Window: Define the time window for sending emails (e.g., 9 AM - 6 PM).
• Delay Between Emails: Set time gaps between individual email sends to avoid spam filters.

4

Select customers

Choose the customers for your campaign:

• Select Data: Choose from your list of available email addresses and customer data.
• Select Customers: Filter or choose the customers you want to target.

5

Configure email content

Set up the email content for your campaign:

• Email Subject: Choose the subject line for your emails.
• Email Body: Write or select the body content for your emails.
• Attachments: Optionally, add any attachments to the emails.

6

Finalize & launch campaign

Review your settings and finalize the campaign:

• Preview Emails: Review a sample email to ensure correctness.
• Submit Campaign: Click Create to launch your email campaign.

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Email campaigns interface

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Managing email campaigns

• Initiated Campaigns: Active campaigns with ongoing email sends.
• Deleting a Campaign: Click Delete next to a campaign name to remove it.