Demo: The Campaign Builder

Step-by-Step Tutorial: Using the Campaign Builder in PipelinePRO

1. Accessing the Campaign Builder:

   • Open the PipelinePRO software and navigate to the Campaign Builder section.
   • This tool is crucial for follow-up and retention strategies in businesses.

2. Understanding the Importance of Campaigns:

   • Campaigns help in follow-up and retention, essential for business growth.
   • The Campaign Builder in PipelinePRO offers unique features like outbound email, text, voice broadcast, and phone calling.

3. Exploring the Campaign Builder Interface:

   • Take a look at the list of campaigns available in the platform to understand the simplicity and power of the tool.

4. Adding Events to a Campaign:

   • Click on "Add Event" to start creating a new event within a campaign.
   • In PipelinePRO, you can perform multiple actions in one place, such as sending texts, emails, voice drops, assigning tasks, and more.

5. Customizing Communication Channels:

   • Choose from various communication options like text, email, voice drop, task assignment, Facebook Messenger message, outbound phone call, whisper call, manual call, and web hook.

6. Creating Email Templates:

   • Customize your email by adding a subject line, content, images, and personalization.
   • Utilize the robust email builder tool available in PipelinePRO.

7. Scheduling Communication:

   • Set custom timing for sending out emails, texts, or voice messages.
   • Ensure your messages are sent at the right time for maximum impact.

8. Utilizing Voice Broadcast:

   • Record a voice message and upload it as a WAV or MP3 file for voice broadcast.
   • Customize the timing of voice messages to suit your campaign needs.

9. Monitoring Performance:

   • Keep track of the health and performance of your emails and texts within the Campaign Builder.
   • Utilize the statistics provided to optimize your communication strategies.

10. Leveraging Cost and Time Savings:

    • Consolidate multiple communication channels into one platform to save time and money.
    • Benefit from having email, text, voice broadcast, and other features in a single place for convenience and efficiency.

11. Exploring Additional Features:

    • PipelinePRO offers outbound calling platforms and many other features for comprehensive campaign management.
    • Stay tuned for upcoming videos to learn more about the platform's capabilities.

12. Conclusion:

    • The Campaign Builder in PipelinePRO allows you to perform 10 different communication actions in one place, making it a convenient and cost-effective tool for businesses.
    • Experiment with different communication channels and features to optimize your campaigns and drive better results.

By following these steps, you can effectively use the Campaign Builder in PipelinePRO to streamline your communication strategies and enhance your business's follow-up and retention efforts.