Video: Creating Your First Campaign

This guide provides a visual walkthrough of the entire process of creating, personalizing, and scheduling your first bulk messaging campaign in LeadClose.

Watch the video below to see how to:

1. Select an approved message template.
2. Choose a target customer segment.
3. Map template variables (like {{1}}) to customer data fields (like "Name").
4. Use the live preview to confirm your personalization.
5. Schedule the campaign to be sent immediately or at a future time.

[VIDEO_TUTORIAL: A detailed, 3-5 minute screen recording walking through the campaign creation form from start to finish. The video should have clear narration explaining each step.]

Key Steps Covered in the Video

• 0:15 - Selecting Your Template & Segment: Choosing the foundational elements of your campaign.
• 0:45 - Mapping Placeholders: The core of personalization, where you connect {{1}} to a field like Name.
• 1:30 - Using the Live Preview: How to check your work using a real customer from your segment before you send.
• 2:15 - Handling Media Headers: How to either use the template's default media or upload a new file for the campaign.
• 2:45 - Scheduling Options: A look at the difference between "Run Immediately" and "Schedule for Later".
• 3:15 - Submitting the Campaign: The final step to get your campaign into the queue.

FAQs

Q: Where do I create the templates and segments shown in the video? A: You must create your message templates in the Templates section and your customer segments in the Customers section before you can select them in the campaign creator.

Q: Can I edit a campaign after it has started sending? A: No, once a campaign is in the "Processing" or "Sent" status, it cannot be stopped or edited. You can, however, edit or cancel campaigns that are still in the "Scheduled" status.