Anatomy of your Collect client portal

How to create your first campaign? Navigate to the All campaigns menu using the left navigation bar. Click on the Create a new campaign button present on the top right of the page. This will open up the campaign creation page. In the first step, named Elements, start by adding the information elements of your choice.

You have created your first campaign, congrats! Now it’s time to start to send requests by adding recipients.

You’ll find this post in your _posts directory. Go ahead and edit it and re-build the site to see your changes. You can rebuild the site in many different ways, but the most common way is to run jekyll serve, which launches a web server and auto-regenerates your site when a file is updated.

You’ll find this post in your _posts directory. Go ahead and edit it and re-build the site to see your changes. You can rebuild the site in many different ways, but the most common way is to run jekyll serve, which launches a web server and auto-regenerates your site when a file is updated.