Campaigns allow you to create customized lists within Spiro so you can target contacts for call or email campaigns. You can also access Campaigns from your Assistant.
To get started, go to the Campaigns tab in toolbar on the left side of Spiro, then click the + to create a new Campaign. Depending on your role, you can create the Campaign for yourself or others members of your team.
Next, click the icon pictured below to add Contacts.
Then filter your list by any contact or company field in Spiro such as city, state, title and more or opportunity stage.
You can either select all the contacts that are showing, or you can keep scrolling down and more contacts will start to appear. When all are showing, you can select all.
Click the icon pictured below to add all contacts to the Campaign or you can add them individually. There is a limit of 500 contacts for each campaign.
Now that you have added contacts to your list you can send a mass email or start calling the contacts on your list.
Send an Email Campaign
One thing to point out about sending Email campaigns, is that by default, Spiro will send the campaign on your behalf instead of from your email client. If you would like to send the campaign from your client, please ask your CSM to set this up for you. Just be sure that your client does not have daily limits on number of outbound emails.
To send an email campaign, you must first create an email campaign template under settings. You can also create a template by clicking the email icon and then clicking "Create New."
After you create your template, navigate to the campaign list and choose the email icon. You can choose the send the campaign now or schedule the campaign to be sent at a later date.
If you would like to use your campaign as a call list, you can select phone icon and the list of contacts will open in your Assistant allowing you to efficiently make calls using Spiro Voice and automatically log your activity.
You can also access all of your campaigns lists right from the Assistant tab by clicking the gray Assistant bar to choose a campaign to call.
Campaigns lists are organized by Last Activity and will always show contacts with reminders at the top of the list first.
When you are on a contact, you can see which campaigns the contact is associated with in the field labeled "Campaigns".
If your organization is using your email client to send Campaigns, the emails sent via Campaigns will appear in the Contact's Timeline as email activity and will appear in our email outbox.
If you are using Spiro's default email client for sending campaigns, the emails sent via Campaigns will appear in the Contact's Timeline as Campaign activity type.