Campsend Client Delivery Workflow Setup (Onboarding)

Campsend Client Delivery Workflow Setup (Onboarding)

1. 01

   Create a Campsend account and configure your agency profile.

   Sign up on Campsend and navigate to the profile settings to add your agency's name, logo, and brand color. This establishes the white-label delivery pages that clients will see.

2. 02

   Set up a client-specific delivery workflow.

   In the dashboard, create a new delivery by uploading files, adding a note, and entering the client's email. Enable the expiry link (default 30 days) and turn on tracking to know when the delivery is opened or downloaded.

3. 03

   Customize the delivery page branding.

   Access the branding settings to apply your agency's logo and color scheme. On the Pro plan, upload a custom cover image to appear behind every delivery for a more polished client experience.

4. 04

   Enable recipient replies for file returns.

   In the delivery settings, toggle the reply feature so clients can upload files back on the same page without signing up. This reduces friction when receiving revised assets or additional materials.

5. 05

   Test the end-to-end delivery process.

   Send a test delivery to an internal email, click the link, and verify the expiry countdown, open/download notifications, and reply functionality. Confirm the branding appears correctly on the delivery page.

6. 06

   Train your team on sending and tracking deliveries.

   Brief account managers on how to create deliveries, reuse files from the library, and interpret tracking data. Emphasize the 30-day expiry and the option to resend or extend links if clients miss the window.

7. 07

   Package as a managed service for clients.

   Define a recurring offer, such as the 'Campsend Starter Delivery Setup' at $350/mo, including branded page configuration, template creation, and monthly activity reports. Document the setup steps for repeatability.