Create Campaign

The Create Campaign option allows you to create a new email campaign inside NextCRM.

You can create a campaign from:

WordPress Dashboard → NextCRM → Campaigns → Add New

or by clicking the Add New button from the Campaigns page.

Add New Campaign Modal

When you click Add New, a campaign creation popup will appear.

The popup includes:

These fields help you create the basic campaign structure before editing the email content.

The Title field is required.

Use a clear title so you can easily identify the campaign later.

Example campaign titles:

The campaign title is mainly used inside your dashboard for management.

The Header Templates option lets you select a saved header template for your campaign.

You can select:

Use a header template when you want the same logo, brand area, or top section across multiple campaigns.

The Body Templates option lets you choose the main email body template.

This is the main content area of your email campaign.

You can select the default template or any saved body template.

The Footer Templates option lets you choose a footer for your campaign.

You can select:

A footer usually includes unsubscribe links, company information, address, or legal text.

After entering the title and selecting templates, click Add Campaign.

NextCRM will create the campaign and open the editing area where you can build or edit the email content.