Create a New Campaign

You can use Great AEP to invite people to meet with you for a specific reason such as an enrollment period or 65th birthday. For each of these meeting types, you'll want to create a campaign.

What is a campaign?

A campaign combines invitation emails and SMS messages, an online appointment setting page, reminder emails for appointments, and a the contacts you want to reach out to. 

Creating a Campaign

To create a new campaign, follow these steps:

1. Log in to your Great AEP account at https://app.greataep.com

2. Once signed in, click on "Campaigns"

3. Then, select "New Campaign"

4. Finally, compete the setup screen and save your campaign by filling out the following: 

TEMPLATES: Optionally choose a pre-built template for your campaign

NAME: Give the campaign a name

DESCRIPTION: Write a short description of the campaign. This is shown on the scheduling page

TYPE: Choose between the following:

• Enrollment Campaign: These campaigns have a start and stop date within an enrollment period
• Generic Campaign: This is an ongoing campaign that does not have an end-date

JOINING INFO: Add conference services and locations where people can meet with you

DURATION: Set how long the appointment should be.

INVITATION STARTS AT: This is the first day that invitations will go out. Customers added before this date will not get their first invitations until this date arrives.

BOOKING STARTS AT/BOOKING ENDS AT: For enrollment campaigns, use these to set the window where people can meet with you.

BUFFER: Reserve space before or after appointments to avoid back-to-back appointments.

ALLOW SAME DAY APPOINTMENTS: Check this to allow people to schedule an appointment that day. 

ADDITIONAL ATTENDEE INFORMATION: Selecting these will gather additional information from your attendees.