Email campaigns help you engage your audience, providing an easy automated way to do email marketing and monitor reactions and responses without manual intervention. If you have never created an email campaign, it might seem intimidating, but it’s a simple process. Follow along to discover how.

Creating A Campaign #

Navigate to the Emails tab inside the Marketing section and select the Campaigns option.

If you’re creating campaigns for the first time, you will have both options for creating a new campaign.

Once you click + New or Create Campaign, you’ll be prompted to select how to create your email. You can select “Blank” to start from scratch, “Email Marketing Templates” to use a system template, or “Your Templates” to use any you’ve created within the system.

Selecting Blank #

If you don’t want to use any template, this option will allow you to start from zero. Once selected, you’ll have to decide which builder you want to use for your template, then you’ll be redirected to the email builder, which will be covered in a moment.

Using an Email Marketing Template #

Picking this option will show you prebuilt templates you can use for your campaign.

Selecting Your Templates #

This option lets you select from your previously created templates. To choose which one to use, click the check mark next to it.

Campaign Builder #

This is where you will design or edit your content and place the necessary campaign elements. In the Email Campaign Builder, you can duplicate, delete, and rearrange different types of element blocks quickly.

Use the left-side menu to add any extra elements needed to your email’s content, or simply edit what’s already in there.

Campaign Editor Menu #

Here are some additional options for you before you send your campaign.

• Test Email: Before sending an email campaign, use this to test what your campaign will look like after sending.
• Preview Template: This option will give you a preview of the email your customers will see on different devices.
• See Version History: Use this option to review any changes previously made to the campaign.
• File Attachments: If you need to add files, click this option and upload your file from your desktop.

Finishing Your Campaign #

Use the save option to keep the changes you have made in the campaign. This will ensure that you don’t lose any of the work you have done.

Once ready, click Send or Schedule. Select a sending option, then fill out the details for sending. We have articles going into detail for each sending mode, so make sure to check them out.

After filling out the information correctly, you’ll see the option to send your campaign. Doing so will start the bulk action and deliver the email to all selected contacts.

All statistics and responses can be managed within the platform. Now that you have the basics down, you can start creating and sending your email campaigns.

Frequently Asked Questions #

Where do I create an email campaign? #

Navigate to the Emails tab inside the Marketing section and select the Campaigns option, then click + New or Create Campaign.

What starting options do I have when creating a campaign? #

You can start from a Blank design, use a prebuilt Email Marketing Template, or select one of Your Templates that you created previously.

Can I test my campaign before sending it? #

Yes. Use the Test Email option to see what your campaign will look like once sent, and Preview Template to view it across different devices.

How do I add files to my campaign? #

Use the File Attachments option in the campaign editor menu and upload the file from your desktop.

Can I review past changes to a campaign? #

Yes. The See Version History option lets you review any changes previously made to the campaign.

What happens after I send the campaign? #

Sending starts the bulk action and delivers the email to all selected contacts. All statistics and responses can then be managed within the platform.