Watch the video or read the steps below!

1) Click on the robot icon on the broker portal.

2) Create a new campaign.

mceclip0.png

3) Select a Campaign Template.
Enter a campaign name.
Enter a description (optional).

4) Click onto the campaign created.

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5) Optional - Change the message according to your tone and click Save.
Do not change the words with the percentages as it pulls the data the contacts you upload.

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6) Click on Contacts and select if you want to add from existing leads or upload contacts.

7) Uploading contacts:

  1. Click upload contacts.

  2. Download the Campaig_Contacts.csv

  3. Fill the excel with Mobile number, full name and email.

  4. Click Upload contacts .

8) Schedule for later, Test or Run Campaign.

Schedule for later - Test Campaign -Run Campaign -

NOTE: Effi lite does not include email automation and electronic bank statement collection.

If you have any questions or issues do not hesitate to reach out to us at support@effi.com.au.

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