How to Create a Campaign

Campaigns are emails that are sent to Contacts based on document access. After the documents in a document package have been published to the Investor Portal, a Campaign can be sent out to those contacts about the documents.

Steps

1. In the left navigation pane, click ‘Portal Uploads’.
2. Find the Document Package for which a Campaign is needed, then click it to open package’s Document Package Details page.
3. In the top right corner, click ‘Create Campaign’.
4. Scroll down to the Campaign Details section. 
5. Click ‘Add Recipients’. An overlay will open that displays all authorized contacts who have access to the document this Campaign pertains to. 
6. Click ‘Select All’ to select all recipients, or check the box to the left of a recipient to manually add them.
7. Click ‘Add Recipients’.
8. Give the Campaign a name. This is only for internal organization; recipients will not see the Campaign name.
9. If using an email template, one can be selected using the Template dropdown. Campaign Templates can be created in Notification Settings. For more information, see How to Create a Campaign Template.
10. Formatted tags can be inserted into the subject and body of the Campaign that will populate with the appropriate values when the campaign is sent.
11. Enter a subject for the Campaign. This will be displayed in the email subject field.
12. Enter the message body of the Campaign.
13. If desired, add attachments by dragging and dropping, or by clicking ‘Select Files’.
14. To save the Campaign and return to it later, click ‘Save as Draft’.
15. To proceed, click ‘Preview Campaign’.
16. To view recipients, click ‘X Recipients’.
17. To view the attachments, click ‘View’ next to the attachment and the file will be downloaded to your machine. 
18. To preview the email in an inbox, click ‘Send Test Message’ and enter the desired email address. One sample email will be sent to the designated address. 
19. To Submit for Review, click ‘Submit for Review’.
20. Choose to submit the campaign to a specific reviewer by clicking ‘Specify Reviewer’ and selecting a user from the dropdown. Or, if a default reviewer is specified, leave the overlay as is. 
21. Click ‘Submit for Review’. The reviewer will be notified.