Create Campaign from Scratch

Overview:
The Communication Suite allows the user to start a brand-new campaign with no Source Data. The user is able to create a full campaign, add content and recipients and schedule the date and time for distribution. The create from Scratch option is an abbreviated workflow that gets you to the email editor in a couple of clicks. Use this option if you would like to send an email to constituents who are not in your database

Create a Campaign from Scratch:

NOTE: Once the user has created the campaign and distributed it, the source data and the recipient list will be available to the user to select to Create a Campaign from Source Data or to distribute an Automated Journey.

To start the process, click on the "Create a Campaign" and then choose the "From Scratch" option. 

Enter the name of the campaign. Doubleknot is set to now allow duplicate campaign names. Also, remember that the campaign, once distributed, can be used as Source Data and its recipient list can be used to create a new campaign, if needed.

If the campaign needs to be mapped to a specific Campaign, Fund or Appeal, use the provided drop-down options. The options will need to already have been created for the organization.

NOTE: This is not required to move forward in the process.

Select Continue once you have filled in the appropriate fields. This will bring you to the Campaign screen

• Update: This dropdown menu allows you to pick from two options
  • Gift Information: This allows you to edit the Gift Information previously applied
  • Recipient List: This allows you to edit your Recipient lists

• Email Editor: This will open the Email Editor, there are a few options for choosing the interface.
  • Change Template: This allows you to pick from previous created Templates
  • Manage Plain Text Editor: Enables you to change the editor to a straight text file. 
  • Edit: Opens the the basic editor allows you to edit the standard default template for your email message.

• Add a Subject Line: This is different from a Campaign Name. The subject line is what will appear to the receiver of the campaign, once distributed.
  
  
• From: The user can add a specific user that distributes the campaign. In some cases, the campaign will allow the receiver to reply back to the user listed email address.
  
  
• To: The user can select an existing recipient list from within the Communication Suite or they can import recipients. If they choose to import, they can use the "Add Subscribers' screen to manually enter the email addresses required. Upon entry to this screen the recipient list will indicate 0 recipients, this will update after you've added recipients and the Communication Suite has been synced. 
  • NOTE: If you would like to use lists or registration recipients you will want to use the Update > Recipient List feature.