Once you have created your email, you then need to put it into a campaign. These are the steps for creating a campaign with an email:

  1. Click Sonar Campaigns from the main menu
  2. Click Create a Sonar Campaign
  3. Under the 1st tab, enter a campaign title (recommendation: use the same as is used on the template) 


  4. Choose your location
  5. Under the 2nd tab, Audience, choose the lead status (or PT status) from which the campaign triggers 
  6. Under the 3rd tab, Content, select e-mail in the Message Templates Activity Type drop-down 
  7. After selecting e-mail, an additional drop-down will appear where you can select your message template
  8. Enter your Send Date, 0 (zero)
  9. Click Save at the bottom of the page to save your campaign.