Create and Send the Form Campaign

Create and Send the Form Campaign

Before creating and sending a forms campaign, you may want to Prepare for the Campaign. If you've already established your documents and contact lists, then please follow the steps below to send out the forms campaign. 
 
1. Go to Tools > Form Campaigns and click the Group Manager button. 
  1. Click the Create New Group or just verify that the one you want exists. 
  2. Add the name of your contact group and save. Note you can also import contacts from this screen by clicking the Import Contacts button OR you can add contacts one at a time. 
  3. Click the Import button to import your Excel spreadsheet or click the Create New Contact to add contacts one at a time. 
2. Go to Admin > Form Group Manager
  1. Add a Form Group. 
  2. Enter the following:
    1. Name
    2. Title
    3. Description
    4. Form Group Type (which was in  Step 1-a of the Prepare Your Campaign Instructions).
    5. Email Template (which was in Step 3 of the Prepare Your campaign Instructions).
    6. Click Save. 
3. Go to Tools > Form Campaigns. 
a. Click New Campaign to open the Wizard.  
b. Enter the following:
  1. Name of the Campaign
  2. Description
  3. Select a Form Group (which you created in Step 1).
  4. If you have additional contacts you can Select the Merge File to add additional contacts.
  5. Click Next.
c.    Select a specific Contact or a Contact Group.
d.    Click Next.
e.    Preview the Email. 
f.    Click Next.
g.     Verify which fields are pre-populated and lock the field is necessary.
h.    Click Next.
i.    Verify the Start/End Dates and if the Link Expires.
j.    Click Finish. 
After you have sent out your Forms Campaign, you can view the progress.