To create a campaign, you will need to be a RiTA Admin. Simply go to the "Automations" tab.
Step 1
- Navigate to automations
- Select on your top right “New Automation”. Create List Automation.
Step 2
Select single email
Set your settings. First decide how you would like to receive follow ups.
A follow will go to your inbox each time someone’s action meets this criteria.
When an email has buttons in RiTA you can create follow-ups for Contacts who click them.
Giving you visibility of interested contacts & and the opportunity to recontact.
Step 3
Adding Contact Filters.
Depending on your Campaign Objectives and the relevant email type. You can set your contact filters. Make sure to select contact ownership if wanting to only include a particular agent’s data.
See RiTA Mail Use Cases to get an idea of filters that may be relevant.
Click on add Filter to add new filters and refresh to see how many contacts fit that criteria.
Step 4
Now that all is set up it is now time to add your relevant email template.
You can add a Single Email template or Multiple to create an Email flow.
To create an email template
Search for your relevant template and click "Add Email".
If you would like recipients to only ever receive this email once be sure to open the template in a new tab and turn the toggle on do not repeat.
If you have any trouble or need help setting up emails please contact our support.