Email campaigns are a straightforward way to engage your audience, automate your email marketing, and track responses without having to manage everything manually. If you've never created one before, don't worry; it's a simple process. Follow along and we'll walk you through it.

Creating A Campaign

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

If this is your first time creating a campaign, you'll see both options for creating a new one.

Once you click + New or Create Campaign, you'll be prompted to choose 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 one you've already created.

Selecting Blank

If you'd rather not use a template, this option lets you start from scratch. Once selected, you'll choose which builder you want to use, then you'll be taken to the email builder, which we'll cover shortly.

Using an Email Marketing Template

Choosing this option shows you a selection of prebuilt templates you can use for your campaign.

Selecting Your Templates

This option lets you pick from templates you've previously created. To select one, click the check mark next to it.

Campaign Builder

This is where you design or edit your content and add 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 extra elements to your email's content, or simply edit what's already there.

Campaign Editor Menu

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

  1. Test Email: Use this to preview what your campaign will look like once sent, before it goes out.
  2. Preview Template: This gives you a preview of the email your customers will see on different devices.
  3. See Version History: Use this to review any changes previously made to the campaign.
  4. File Attachments: If you need to include files, click this option and upload from your desktop.

Finishing Your Campaign

Use this to save the changes you've made. It ensures you don't lose any of your work.

Once you're ready, click Send or Schedule.

Select a sending option, then fill in the details. We have separate articles covering each sending mode in more detail, so it's worth checking those out.

Once the information is filled in 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. With the basics covered, you're all set to start creating and sending your email campaigns.