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πŸ‘£ Steps to create and send a Campaign
πŸ‘£ Steps to create and send a Campaign
Monique Clark avatar
Written by Monique Clark
Updated over 4 months ago

This is a guide for Campaign email. Make sure you've read our introduction to Campaign email first.

Part A: Create an email

Head to the Send Email tab and click Campaigns.

Click

Give your campaign a name - used to identify this email in your reports.

Fill in your settings

Subject

Write a compelling subject line and insert personalisation if desired

From

Set the sender name and email address. You'll need to verify your domain to use your own email address.

To

Select which list or segment you'd like to send it to (create a new segment first if you don't find what you need!)

A/B test

This is an optional setting. Enable it if you want to test two versions of your email.

Select a template

Click

Select how you'd like to design your email:

Reuse a past email

Start with a design you've previously created

Use a template

Choose from one of your saved templates or select one of the 120 themes in our library

Import HTML

Import your own HTML that a designer has provided you with (advanced)

Plain text email

Send a plain text email with no HTML (i.e. no bold, italics, hyperlinks, images etc.)

If you chose one of the two green options above, go ahead and select a template:

Customise your content

Use the email builder and drag and drop blocks to customise the look and feel of your email, add in your own content and images and more.

Guide to using the drag & drop email builder

Need some guidance? Check out this tutorial.

Test, Preview and Save

You can choose to

Or you can the email on a phone/computer instantly

Once you're done - hit

Part B: Prepare to send

Go ahead and your email

Make a selection:

Voila! Go forth and send more email or check out your campaign's performance.

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