This guide will walk you through the steps to create and manage marketing campaigns in Truckpedia using the Marketing Module. You'll learn how to set up a campaign, add leads, create email sequences, and configure sending settings.
1. Access the Marketing Module
To begin, navigate to the Marketing section on the left-hand menu and select Campaigns.
2. Create a New Campaign
Click on Create Campaign and give your campaign a name. For example, name it "First Campaign".
3. Add Leads to Your Campaign
You can add leads manually by entering email addresses one by one or upload a bulk list via an Excel sheet (CSV format).
- Manual Entry: Add first name, last name, job title, company, email, and phone number.
- Bulk Upload: Choose an Excel file to upload multiple leads at once.
4. Set Up Email Sequences
Under the Sequences tab, you can create the email content that leads will receive.
- Create the Email Content: Write the subject line and message body.
- Formatting: You can adjust text color, size, and style (bold, italic, underline).
- Add Steps: Set up multiple steps in your email sequence (e.g., Step 1, Step 2).
You can decide how many days to wait between emails (e.g., 3-4 days).
5. Schedule Your Campaign
In the Schedule section, set the start date and time for when emails should begin sending. You can also choose to exclude specific days (e.g., weekends).
- Time Zone: Make sure to select the correct time zone.
- Start Date: Choose when you want the campaign to start, and leave the end date blank unless you want to stop it on a specific date.
6. Choose Email Accounts for Sending
Under Options for Accounts to Use, select the email accounts you’ll use for sending emails. You can connect either a Microsoft or Google email account.
- Add Email Accounts: Go to Marketing → Email Accounts to connect your email.
- Daily Sending Limit: Start with a low limit (e.g., 5-10 emails per day), and gradually increase to 25 emails per day as the campaign progresses.
7. Launch your campaign
Once you’ve completed the setup, review your campaign details, and hit Start to begin sending your emails to leads.
You’re now ready to start your own campaigns in Truckpedia! By following these steps, you can effectively manage and automate email marketing for your business. For additional support, refer to the troubleshooting section or contact our support team.