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How to send and track your requests


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

Click on the Add recipient button located in the center of the page.

Subsequently, you can click on the Add a new contact button in the dropdown menu, or you can choose to import contacts using CSV files by clicking on the Import from CSV button in the dropdown menu.

Anatomy of the Campaign dashboard

  • Firstly, you will see the Campaign name present on the top left of the page. You can change the Campaign name by clicking on it and typing the desired name in the provided text field. Press enter to save the changes made.

  • You can preview the Collect portal by clicking on the Preview button located below the campaign name.

  • You can be made configuration changes in the campaign by clicking on the Edit this campaign button located below the campaign name.

  • You can find additional features by clicking on the More button below the campaign name and selecting from the options in the dropdown menu.