Campaigns allows you to create customized lists within Spiro so you can target contacts for call or email campaigns. You can access these lists from your Assistant.
To get started, go to the Campaigns tab in Spiro and name your Campaign.
Next, you can filter your list any contact or company field in Spiro such as city, state, title and more.
Select which contacts you would like to add to your list and click "Add to Campaign". There is a limit of 500 contacts for Campaigns.
You can also add contacts on the fly to your Campaigns. Navigate to a contact in Spiro and on the top right of page you will see a button for "Add to Campaign" You will then be given the option to add this contact to an existing campaign.
Now that you have added contacts to your list you can send a mass email or start calling the contacts on your list.
Send an Email Campaign
To send an email campaign, you must first create an email campaign template under settings. After you create your template, navigate to the campaign list and choose Send Email Campaign. You can choose the send the campaign now or schedule the campaign to be sent at a later date.
If you would like to use your campaign as a call list you can hit Start Calling and the list of contacts will open in your Assistant allowing you to efficiently make calls using Spiro Voice and automatically log your activity.
You can also access all of your campaigns lists right from the Assistant tab by clicking the gray Assistant bar to choose a campaign to call.
If you have questions please contact [email protected]