Skip to main content

Creating your first client and campaign

This article walks you through creating your first client along with their campaign. 🚀😊

J
Written by Jakob Kanitz

Time for your first client! 🚀 Follow these steps to add a new client and get a campaign running.

Step 1: open the client overview

Go to the client overview. It’s the central place where you keep an eye on all your clients, and where you add new ones.

Step 2: add a new client

Click the "Add client" button in the top right. A pop-up appears. 📋

Fill in the following:

  • Client name: the name of your new client. 🏢

  • Description: a short description, „Berlin branch“ for example. 📝

  • Logo or recognisable image: upload an image that represents your client. Click „Click to upload“ or drag the file straight in. PNG, JPG and GIF files are supported, up to 1 MB. 📸

Step 3: create the campaign

Once the client is created, the campaign window opens automatically.

Here’s what you set up for your client’s campaign:

  • Campaign name: a name for the campaign, „Warehouse staff (m/f/d)“ for example. 📊

  • Delete leads: if you’d rather your clients didn’t have the delete button in the table, switch it off here. ❌

Click "Create" to set the campaign up.

Next up: setting up the campaign

Setting the campaign up in detail and connecting your lead source is covered in the next article: "Setting up your campaign".

Related Articles
Did this answer your question?