Prepare your campaign

Prepare your campaign

Before you can send out a forms campaign, you'll want to get some setup out of the way. The following are some things you'll want to do to prepare sending out your forms campaign.

  1. Create your Document(s) in SCView > Admin > Template Editor and indexes in the Admin > Document Types area.
  2. Create an Email Template using the Admin  > Template Editor screen.
  3. Create an Excel spreadsheet of your contacts, which should include First Name, Last Name, and Email Address.
After you have finished preparing, you can continue to the Create and Send the Form Campaign.