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      8061 Creating and Managing Email Campaigns

      With Calyx Zenly campaign management tools, users gain a faster, more intuitive way to build targeted email outreach—from setup to delivery—without relying on complex manual processes.

       

      Starting a New Campaign (One-Time or Continuous)

      1. From the Marketing screen, click New Campaign.
      2. Select One-Time or Continuous.

      One-Time and Continuous Campaigns

      Define Campaign Email Content

      1. Workflow Overview:
        • Gray boxes = Leaves (each leaf is one email in the campaign).
        • The first leaf always contains the first email.
        • Additional leaves can be added for follow-up emails.
      2. Editing Email Content:
          • Click a leaf to Design/Edit Email.
          • Use the built-in editor to create the template.
      3. Delays Between Emails:
        • Set in days, weeks, or months.
        • Multiple delays can be chained (e.g., 1 month + 6 days) by adding intermediate leaves.

        Select Recipients

        Shared Options for Both Campaign Types

        • Contacts From:
          • Leads
          • Loans
          • Both Leads and Loans
        • Include Spouse/Co-borrower.
        Remove Duplicates by SSN 

      Filtering Options

      Pick Sources

      • Choose recipients from Leads, Loans, or Both.
      • Optional: Add spouse/co-borrowers and remove duplicates.

      Set Match Logic

      • All: All conditions must match.
      • One: Any condition can match.

      Build Filters

      • Select a field, an operator, and a value.
      • Add more filters with + or remove with the trash icon.

      Generate List

      • Click Next to continue scheduling.


      Continuous Campaign Recipient History

      • Click Generate, review results, and adjust if needed.
      • Shows who has received emails from the campaign and when.

      Scheduled Delivery

      🕒 For One-Time Campaigns

      1. Access Step 3: Scheduled Delivery
        • Marketing → New Campaign → One-Time → Step 3
      2. Choose Delivery Option
        • Now: Send immediately
        • Date/Time: Set using calendar 🗓 and clock 🕑 icons.
        • Check recipients.
          1. ave & Exit to finalize schedule (Pending status visible in Marketing dashboard)

            🔄 For Continuous Campaigns

            1. Access Step 3
              • Marketing → New Campaign → Continuous → Step 3
            1. Set Recurring Rules
              • Triggered by a selected field.
              • Recurs on day of year/month/week.
              • Save & Exit.
        • 3.    Activate
          •    Toggle On/Off from the Campaign Table
          •    Use Recipients History to track emails sent.

          Managing After Scheduling

          • Edit Timing
            • Reopen Step 3 → Adjust → Save & Exit.

          Cancel/Turn off.
          • One-Time: Cancel link (if pending)

            o    Continuous: Toggle Off
           

              

      Recipient Table

      • Shows a list of matches with dynamic column fields.
      • File names are clickable to open in a new browser tab.
      • You may manually delete recipients.

       

         Note: Loan files must be linked to a Lead file to be eligible.

         

      Campaign Management Quick Tips

      • Copy campaign for re-use.
      • Archive to remove from active lists.
      • Cancel to stop an active One-Time campaign.
      • Pause or resume continuous campaigns with the toggle switch.

       

      Summary

      Zenly campaign management tools help users reach the right audience with personalized messages, track engagement in real time with smarter filters and scheduling.