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Scheduling Your Campaign

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Schedule a Campaign Easily Using iFOLIO's Campaign Tools

Sending campaigns is an integral part of digital marketing.

• Wow recipients with personalized visual emails or visual text messages

• Build quicker with Easy UI (includes preview, test, and send)

• Automate to send in the future

• Measure with Patented Analytics


iFOLIO streamlines the campaign sending process in a few simple steps.

1. Select iFOLIO & Campaign Time

2. Customize Campaign Delivery

3. Upload Recipient List & Send

Campaign Step 1: Select Your iFOLIO from the Campaign Library

In the Admin Dashboard, click the Campaigns tab in the top nav bar to open the Campaign Scheduler. Click the slider arrows to navigate & click the thumbnail of your campaign iFOLIO. You can also preview or edit the iFOLIO from here. Once you select your iFOLIO, name your Campaign for organizational purposes using the Campaign Name field above.

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Select a Date & Time To Send Your Campaign

Use the Calendar widget to select the date you would like your campaign to be sent, or select "Schedule Now" to send immediately after you finish creating your Campaign and hit "Send" in Step 3.

Click the "Time" field and use the drop-down menu to select a time for sending your campaign. Make sure to select AM or PM accordingly. Click “Next Step” when your desired send time is set.

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Campaign Step 2: Customize Campaign Delivery

Use the Visual Email Builder and the Visual Text Message Builder to customize the appearance of your campaign for recipients. 

Learn more about how to build a Visual Email or Visual Text Message.

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Campaign Step 3: Upload Recipient List and Send

Upload Your Campaign List
Download the Campaign List Template, upload your formatted list, or select a previously saved list of contacts to send your campaign to.

Click “Download Template” to download a pre-formatted spreadsheet for your campaign send. Enter one recipient’s name & contact information per line.

Click “Upload List” to upload your formatted campaign spreadsheet. To use a previously uploaded spreadsheet, click “Use Saved List” and select an option from the list.

DOWNLOAD LIST TEMPLATE

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Schedule/Send Your Campaign

Click 'Schedule' ('Send' if you clicked 'Schedule Now' earlier) to schedule your Campaign! It will begin sending at the designated time. If you aren't ready to schedule your campaign yet, click 'Save Draft' instead. Your campaign drafts are accessible from the Campaign dashboard.

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Track Your Campaign Analytics

From Open Rates to Bounces, Shared Stats, and Heatmaps of Interest, iFOLIO's Campaign Analytics provide users with all the information you need to measure your campaign, understand customer behaviors, and capitalize on promising leads.

Learn More About iFOLIO Campaign Analytics:
Campaign Analytics

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BACK TO HELP CENTER

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950 East Paces Ferry Rd NE, Suite 1500, Atlanta, Georgia 30326

Phone: 470 - 223 - 4818, | Email: info@ifoliocloud.com

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