How to create & send Email Campaigns using MUMBO tool

Start by clicking on the email icon in the Prospects or your Leads toolbars https://wefranch.com/prospects/

The wizard opens on Settings. It has three stages in the title dropdown: Settings → Email → Review & Send. Use Next / Back, or the step tabs. Closing after the first step asks you to discard changes.

In the Campaign step, optionally type an internal Campaign name (max 64 characters). If you skip it, it stays Untitled campaign.

In the Sender step, to add a new sender: open the email dropdown → Add new sender, enter email and name, then either authenticate the domain by setting up the DNS or verify the email address using verification link.

In the Recipients step:

• Send to is prefilled with Current search (the contacts in your current filters).
• You can also pick different saved searches (targets). The count and remaining-capacity bar update as you go. Daily cap is 1,000 emails per campaign.

In the Subject step, Enter an email Subject line (required, max 150 characters). Optionally add Preview text (inbox snippet).

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In the Design step, choose a saved template, or create a new one:

• Create from scratch — click Start from scratch to build a design with text, images, buttons, and variables.
• Upload HTML — click Upload HTML… to import an HTML file you created elsewhere.

Then click Review. If anything is missing, the wizard takes you back to highlight the errors.

In the Review & Send step,

1. Double-check Subject, Design, and Recipients.
2. Rename the campaign from the Campaign row if you want.
3. Optionally send a test email (needs a valid address)
4. Click Schedule.

In the Schedule and finish step,

Send now, or Schedule for later and pick a date and time.

Variables

Use name, location, and map variables to personalize your emails. For supported fields, editor instructions, codes, and fallback values, see How to personalize emails with variables.

For support, please email [email protected]