How do I create a new Campaign?

Creating a new campaign:

1. On the Campaigns page, click New Campaign.
2. Enter a Campaign Name (required, up to 50 characters, must be unique). Campaign Start and Campaign End are optional; the end date can't be before the start date.
3. Leave Add a new list to this campaign ticked to create the first list at the same time, and complete:
   • List Name (must be unique)
   • List Description (optional, helpful later)
   • Trade Approve By Date: the date you need trade partners to respond by (leave blank if you won't use trade data)
   • Contact Date (required): the date your mailing will drop or you plan to contact patrons
   • Add seed names: ticked by default; includes your saved seed names in the list
4. Click Save. If you created a list, it opens in the list builder, ready for you to add segments.

You'll only see New Campaign and Add New List if your user has permission to manage lists. If you don't see them, ask your Account Admin.