How to Create an Email Campaign

From the dashboard, click Campaigns in the navigation pane and then Create Campaign toward the top-left of the page.

 

1

Choose the type of campaign by clicking Create a campaign.  For more information on the types of campaigns, see this article.

 

Step 1

 

In step one, the following information is required:

 

  • Campaign Name: this name is for internal purposes only (i.e. your subscribers will not see this)
  • Folder: campaigns can be organized into folders for ease of access and organization.
  • Contact List: choose the list to which the campaign will be sent
    • Expanding a contact list will display the sublists (i.e. groups) associated to that list.

 

2

 

Step 2

 

In step two, the following information is required:

 

  • Subject: note that subscribers will see this
  • From Name and Email: will auto populate based on List settings chosen in Step 1 but can be changed on a per-campaign basis
  • Reply-to address: leaving this blank will set reply-to address to the from address
  • Advanced options

 

3

 

Step 3

 

In step three, the desired template is chosen.  The user may choose from a default template (default view), a template from the library, or to import code.

 

 

4

 

To choose a template from the Default templates, hover over a preview and click Choose.