How to Create a New Fuse Campaign

Learn how to create and launch a new campaign within Fuse.

Looking to send a Fuse email to your clients?

Before setting up a Fuse communication, you'll want to ask yourself if you are sending a one-time message or if you want to run a campaign with multiple steps.

• If the answer is "Yes, I want to send a one-time message" then you will want to send a Broadcast. Check out this article for step-by-step instructions for setting up a Broadcast within Fuse.

• If the answer is "I want to send a drip campaign," you'll want to set up a Fuse campaign with multiple steps and triggers. Below, we'll break down creating a new Fuse campaign.

Create a New Fuse Campaign

To create a new Fuse campaign, navigate to the left sidebar in your Agency Revolution workspace and click on the Marketing section. Under the dropdown, select "Custom Campaigns."

Click on the "Create New Custom Campaign" button located at the bottom of your screen.

You will be promoted to give your campaign a name, and then click "Continue."

Here, you can select "Blank Campaign" to start from scratch. Click "Create" to get started. Now that you're in the campaign you can select "Create Form" or "Create Sequence." Let's go ahead and start with a Sequence.

Determining the Type of Sequence

There are a few types of sequences to choose from. Here are your options:

• Sequence of Steps: Everyone receives all messages in sequence.

• Date Field Sequence: Messages are sent before or after an account's date field. (Perfect for renewal reminders!)

• Specific Date Sequence: Messages are sent before or after a specific date. (And possibly in a specific year or repeating each year.)

After you select and name your sequence, it's time to choose your audience!

Check out this article for help determining which date sequence would work best for your campaign!

Determining Your Audience

A key to any sequence is determining who gets the messages and when. The Audience Builder guides you through this!

Choosing Who to Target

The first thing you need to do is to determine the group of people you are targeting. To do this, under the "What group of people (segment) should we start from?" section, select the pencil icon to choose your segment.

On the Select Segments page, you can either add a segment or select an existing segment, and then click "Done." Need help with segments? Here are some additional help articles:

• How to create a segment

• Advanced Segment Building

When Are People Added and Subtracted From the Audience?

Next up - you'll need to determine when you want people added to the audience. There are three main options to choose from:

• At Launch: All group members are added at launch

• Ongoing: All group members are added at launch, and new members are added when they match your group.

• In The Future: Audience members are added when they match specific Triggers.

Now that you've chosen your audience and segment, we're going to fast forward and get into launching your new Fuse campaign.

Launching your Campaign

Now that you've created your campaign, it's time to set it live by clicking "Launch," on the bottom right corner.

Review your changes, and click "Go Live." Congratulations! You've just set up and launched a Fuse campaign.