CUSTOMER PORTAL
Create your first campaign
Based on a 3-action methodology, build your first campaign quickly and easily.
Based on a methodology of 3 steps:
Get
Manage
Act
Get
Load your base on the platform
Estimated time: 5 to 7 minutes
The following are the requirements for creating the base that you will load into MasterBase®.
- The Email field must always exist.
- Save as a comma-separated CSV file.
- Maximum weight 20MB or 500,000 records.
Download this attached template example to use as the basis for your shipment.
Manage
Filter your base and you will be able to select to whom to send the shipment.
Estimated time: 3 to 5 minutes
The following are the main filter criteria for segmenting your database in MasterBase®.
- It will allow you to segment based on common information contained in the selected field.
- It will be automatically updated from the information in your database.
- It can contain up to 10 conditions.
Act
Develop your message and define what you will send and when
Estimated time: 15 to 20 minutes
The requirements to schedule your recursive shipment in MasterBase® are:
- Have an HTML message template.
- Have previously created the sender to be used.
- Have uploaded the images to be used in the file publisher.
If you have any questions or need further assistance setting up your first automated greeting, please email us at Customer.service@masterbase.com
