- On the left navigation, click Campaigns > Campaign Builder.
- Click New Campaign.
- A pop-up box appears.
- Input/check the following settings:
- Name - Name of campaign.
- Description (optional) - More in-depth information regarding the campaign.
- Remove audience recipients when they start a new loan (Recommended) - Check this box to remove users from the campaign once a new loan status has been initiated.
- Loan Statuses - Choose as many loan statuses to help define what a new loan is for this campaign.
-
Availability Type
- Mandatory - The campaign runs for all assigned users.
- Opt Out - Assigned users can stop or opt out of the campaign at anytime.
- Click Create Campaign.
