In this article, learn how to create an email campaign.
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Last updated: September 30, 2024
If you are interested in sending out an email campaign using one of your email templates, you may do so by following the steps below.
Some things to note:
- To execute an email campaign you will need to
- Assign an already created email template
- Select a reply-to recipient (email address tied to a a staff member in account)
- Choose a group segment (an already created Contact Group)
Create Email Campaign
- Hover over the navigation panel on the left hand side, click Marketing
- Navigate to the Campaigns tab
- Click Create Campaign
- An email campaign consists of the following components:
- Campaign Name: The stored name of the campaign
- Select Email Template: Which email template you are going to use for this campaign
- Reply To: Which staff member's email address you would like included as the reply to for the email that gets delivered
- Select Segment: Which contact group will be the recipient of the campaign email
- Send Later: By checking the Send Later checkbox, you can schedule the email to be delivered at a specific date and time in the future, otherwise it will be sent out immediately.
- Once you input all the required information, click Next
- On the next step you can review your email template and make changes to the template specific to this campaign. Once you are done, click Save Campaign
- Note: If you did not choose to schedule the campaign to be sent at a time in the future, you will not have an option to save but rather only send the email out immediately
- Once saved, you will see the campaign saved and stored under your Campaign Lists
- Under your list of campaigns, you will see the Campaign Name, the Email Template used, the date and time the campaign was created, the current status of the campaign and the date and time the campaign email is scheduled to go out.