Knowledge Resource

Learn more about MCM CRM’s basic and advanced functionality.

How to Create A Campaign – The Basics


Under the  Automations tab, users can create a campaign by clicking on the call-to-action button.  MCM CRM users have the ability to change the campaign text with a click of their cursor.

Then users will simply click on the CTA “Add Event” and choose what campaign they would like to create it can be an SMS, email, voicemail, manual call, Facebook messenger-based campaign, and many more.

For instance, if you would like to send a SMS-based campaign, a pop-up box appears where you can type out the message you would like to send to your clients or leads and then personalize the message to add custom values such as {contact. name), {contact. Phone-number}, {appointment. Date} amongst many other automated trigger values. For campaign events from SMS to email, a preview of how the message will look on a prospect’s mobile display can be viewed, and test emails can be sent to team members to make sure there are no discrepancies in the final version.

After composing your message, you can configure the sender section and automate after how many minutes, date the event should run, or you can configure the campaign to run immediately.

In the same campaign, you can add multiple events. For instance, after adding a wait time of 2 days, professionals can add a new email-based campaign to be sent to prospective leads or clients, followed by another reminder SMS campaign.

In a single campaign, multiple automated workflows can be instantly created depending on your business needs and which stage of the buyer journey your leads are in.

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