How can I create a new Email campaign?

Modified on Fri, Mar 27 at 12:51 PM

Subject

Applies to: Admin
Purpose: Creating New Email Campaigns
Location in Ricochet: Configuration > Marketing Automation

Description

The instructions in this article require Administrator permission

These instructions explain how to create a new email marketing campaign in Ricochet by navigating to Configuration > Marketing Automation, selecting the Emails tab, starting a new automation, choosing Email as the automation type, and selecting the specific type of email automation to configure.

Resolution

Optional: View the interactive tutorial for this process:

Click here to open the step-by-step tutorial in a new tab

Non-Administrators do not have the access to follow these instructions and should request support from their company admin or open a ticket.

1. To create a new Email campaign, click Configuration

2. Click Marketing Automation

3. Click the Emails tab

4. Click Create New Automation

5. Click the dropdown to choose your automation type.

6. Select Email

7. Choose the type of email automation you wish to create.