Start and manage campaigns

Note: This article covers sending campaigns from Sales & Success Center. You can also send campaigns from Partner Center.

Start a campaign

1. From Sales & Success Center > Accounts, find the account you wish to start a campaign on.
2. Select the Start email campaign button.
   
   
   • Note: If a campaign has previously run for the account, the icon will turn green.
3. Fill out the form. A few important sections to make note of:
   • Send Campaign Emails – To launch an email campaign, you'll want this selected. From there, you can select the campaign you wish to send.
     • If you do not select this option, a single email containing the Snapshot Report will be sent.
   • Email To – The email address of the recipient.
   • Recipient First Name/Last Name – These fields help give the emails a personal touch.
4. Select Submit. This will start the campaign.

You can also start a campaign by browsing to Sales & Success Center > Accounts > Account Name > Start a Campaign (represented by the paper plane icon).

Manage campaigns

You can manage campaigns associated with an account from Sales & Success Center > Accounts > Account Name, then navigating to the Campaigns box.

Here, select to see the various options for your campaigns. You can choose to pause, resume, or stop campaigns.