Create Campaign Lists and Campaigns in Oorwin

To create a list: 

Before creating a campaign, you must create a list. 

A list is a collection of leads or contacts used as recipients for campaigns. It typically consists of details such as name, email address, and other relevant fields required for communication.

Navigation

Sales → Campaigns → List → Create List

1. Go to Sales → Campaigns. 

2. Click on List. 

3. Select Create List. 

4. Select the Excel file. 

5. Upload the file. 

Once uploaded, the list will be available to use while creating campaigns. 

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Create a Campaign 

Campaigns allow you to send emails to leads using uploaded lists. 

Navigation

Sales → Campaigns → Create Campaign

To create a campaign: 

1. Go to Sales → Campaigns. 

2. Click Create Campaign. 

3. Fill in all the campaign details. 

4. In the “to field”, select recipients from the created list. 

5. Click Write Content and add the email content. 

6. (Optional) Set up a follow-up email if required. 

• Ensure IMAP configuration is enabled to send follow-up emails. 

7. Review the campaign details. 

8. Click Send to send immediately or Schedule to send later. 

Once sent or scheduled, the campaign will be processed based on the selected settings.