Campaign Creation Workflow Guide

This guide explains how to create and manage campaigns in Lystica.

Step 1: Create a Contact List

Before creating a campaign, you need to have a list of contacts to send your campaign to.

1. Navigate to Dashboard > Contact Lists section.
2. Click on the "Create New List" button.
3. Fill in the contact list details:
   • Name: Give your list a descriptive name (e.g., "Marketing Leads Q3", "Tech Executives")
   • Description (optional): Add details about what this list is for
4. Search and select contacts to add to your list:
   • Use the search bar to find specific contacts by name, email, or company
   • Check the box next to each contact you want to include
   • You can see your selected contacts at the bottom of the page
5. Click "Create Contact List" to save your list

Step 2: Create a Campaign

Once you've created at least one contact list, you can create a campaign to send to those contacts.

1. Navigate to Dashboard > Campaigns section.
2. Click on the "Create New Campaign" button.
3. Fill in the campaign details:
   • Campaign Name: A name to identify this campaign
   • Email Subject Line: The subject line that recipients will see
4. Select your audience:
   • Choose "Contact List" as the audience type
   • Select the contact list you created earlier from the dropdown
   • If you need to create a new list, click the "Create New List" button
   • After creating a new list, click the "Refresh" button to update the dropdown
   • You'll see a preview of the selected contacts
5. Create your email content:
   • Use the email editor to compose your message
   • You can format text, add images, buttons, etc.
6. Review your campaign details
7. Click "Create Campaign" to save the campaign

Step 3: Review and Send Your Campaign

After creating your campaign:

1. Review all campaign details on the campaign details page
2. When you're ready, click "Send Now" to send immediately, or schedule the campaign for later

Tips

Best Practices

Troubleshooting