Start by creating your messages:  Under the automated messages section, click on the “create automated message” button. There are a variety of things that you might want to include in your campaign messages, such as templates, videos ( which can be more than 1), images, documents, audio recordings, screen recording and much more. With CVM you can add any of these items into your campaign messages. You can add items such as documents, images and videos beforehand into your cvm libraries and then just use them from there to create your campaign messages.

Once you are done, save it.

At the top of the page, you can preview the public version of your message. When you are satisfied, just publish your message. 

Creating campaigns. Under Automation, go to campaigns and click on the “Create New Campaign” button. Give your campaign a title and description 

Next, select the date you want the campaign to start. If there is an end date check off this box and set the end date. Then click save. 

Once you save it, you will see the option to Add messages to you campaign. 

Click on the orange “Add Messages” button. And check off all the messages you want to add to your campaign. On the right hand side you can select the days you want those messages to go out on after a contact is added to the list. Zero means the message will go out the same day the contact is added. 1 means the next day, 3 would mean 3 days after the contact is added to the list and so on. 

Set the status to “running” whenever you are ready to run the campaign. And click save

In this video, you learned how to create your campaign and add messages to it.

Distribution list is the list where you’ll add your contacts that you want to send the campaign to. Click on the “Create New List” button and give your list a title and a description and click save. 

Next add contacts to your list. 

When active, the dispatcher will deliver the subject campaign messages to contacts as they are added to the list.

Note that adding contacts to distribution lists doesn't consume your contacts Quota - it is only one contact regardless of the number of campaigns it is added to!

Now you have a list with the contacts that you want, your message and a campaign containing those messages. 

There are 2 ways to connect the distribution list to the campaign. 

Under distribution list, after you select the appropriate list,  select the “Add to Campaign” option to select and attach the campaign.

Or the second way  is by going to campaigns, click on the edit button beside the campaign you want to work with and select “Add List” 

Pick your desired list and click “Add Selected”

Now you campaign is all set to go out. You can set the status of the campaign from pause to Running. 

note that lists and messages can be added, removed and adjusted at anytime - the dispatcher handles it all in full synchronization. As new contacts are added to distribution lists, the set of messages you have in the campaign , will be automated for delivery without you having to lift a finger!

This module is about automating your campaigns messages.We saw how to create your campaign messages under the “Automated Messages”. We learned how to Create a campaign and add the appropriate messages to it. Next, was how to create a  list with all the contacts you want to send the campaign to. Lastly, we learned how to connect the distribution list to the campaign. With this automation feature you know your campaign will automatically get delivered on time to each contact on the list. Any new contacts added to the list will automatically receive the campaign messages on the dates that you selected.

Have fun exploring this feature. Cheers!

Use our online form feature to capture your leads in a quick and easy way. You can add these forms anywhere on your website to allow people to easily add their information. This is especially useful for when someone doesn’t want to sign up right away but would like more information about your product through newsletters or emails. You have the ability to customize the form to your liking. Write your own thank you message. Change the background colour and the text colour. You can change the size of the form. Wording of the submit button, it’s background colour, text colour and it’s position. 

In the form Fields section, you can select what fields you would like to add to your form and if they should be marked as required or not. You can choose the order of your field under Sort . Field with sort 0 will appear at the top, 1 underneath it and so on. Update the form fields. You can add a list to your form. And press save. You can choose to view it in a form Page or view the form in a dialog window. 

To add the form to your website, simply copy this code and add it to any of your pages. Please note that you cannot directly add the form to your social media accounts. But you can share your website page containing the form.