Building Your Ideal Campaign Step-by-Step 🚀
7 mins
- Configure campaign schedules including run frequency, timing, and volume limits per company or user
- Add actions to create or update contacts in your CRM, push Gem-E messaging to sequences, etc.
- Use conditional logic to assign owners and route contacts based on account attributes
- Duplicate actions across campaigns to maintain consistency and save setup time
- Test workflows with small contact batches before full activation to verify configuration
- Monitor campaign performance through error logs, retry functions, and reporting dashboards
Supporting help articles
Actions mentioned: Ad Audience Sync ● Gem-E Messaging
Try it yourself:
- Build a campaign that targets adding Past Champions to your CRM, add them to a CRM campaign, a sequence, and an Ad campaign (if you have this feature turned on)
- Send to a CSM and ask them to take a look