Create an email campaign

Create an email campaign

Email marketing is considered the simple and most effective method to reach out your leads and contacts. The best part is that the return on investment (ROI) is much higher than other marketing channels making it as the most affordable way of marketing.

To create and send an email campaign, you’ll go through following steps,
  1. From the Navigation toolbar, select Campaigns and choose Email Campaigns. 
  2. Click Create Campaign on the top-right and select regular campaign.
  3. Click the Edit icon on the top-left to name your campaign. Click Add to Folder to add the campaign to a folder if you want.

  4. Click Save after you enter the name.
  5. Select a topic for your email campaign.  Selecting a topic helps your contacts know exactly what they will receive from your newsletters. Some common examples of topics with a brief description are:

    • Product Updates (Getting your contacts started with your product and feature updates)

    • Latest news, offers, and discounts (To inform your contacts about promotions and advertisements related to any new offers, sales, or discounts)

    • Conferences and events (To inform your contacts about user conferences and promotional events about any upcoming features or new products)

    • Weekly Digest (To let your contacts know about weekly updates regarding the latest and upcoming features in your products)

  6. Click Add Subject. Enter the subject line and the pre-header text of the email and click Save.


  7. Click Add Sender Details and enter the sender name.

  8. Click Show reply-to details. Enable reply tracking, enter a reply-to address and click Save.

  9. Click Add Recipients to select the contacts who will receive this email campaign.

  10. Select either lists or segments and click Save. 
    select lists or segments

    select segments
  11. Click Exclude Contacts to exclude specific contacts from receiving the campaign.

  12. You can exclude contacts based on a campaign that you've sent to them previously or the mailing list in which they are in. Select the email campaign and / or mailing list and click Save.

  13. Click Create Content to design the content of your email campaign.

  14. Select a template from one of our options available :
    1. Basic Templates
    2. Pre-designed Templates
    3. Saved Templates

  15. Additionally, you can also choose to add content from :
    1. HTML Editor - Select this if you want to send your campaign with visual images and logos. The recipient of your campaign must be using a browser/email client and device that support this format. Learn the techniques to render your content properly on Outlook.
    2. Plain Text Editor - These are simple emails without images or logos. The purpose is to send your message without losing any content. Plain-text campaigns have a very high degree of deliverability (no lost content).
    3. Import / Upload content - With this option, you can import the HTML content for your email. You can browse and select the HTML file as well as any related images, and then upload them.
    4. Choose a recently sent campaign
  16. Add your content and Click Save and Next.

  17. You can send a test mail to view how the message will look in the recipients’ inbox. Click Send test email.
  18. Select email addresses to which you want to send your test email. You can select upto 5 email addresses and click the Send Test Email button.

  19. Click Inbox Preview to view how your email will look in different email clients and devices.
  20. Add a header and footer for your Campaign by clicking Change.
  21. If you want to promote your email campaign on various social media click Connect Account.
  22. Select the media where you would like to promote your campaign and click Save.

  23. Click Show Advanced Options to configure tracking, integrations and calendar for your email campaign.
  24. You can choose to track plain text URL, track URLs using Google Analytics and track video views in Wistia. Just enable the toggle button to start tracking.
  25. Click Configure to add this campaign as an event to your Office 365 Calendar.
  26. Configure response actions for those contacts who have responded to the email campaign.

  27. Finally, send your campaign for review.

  28. Once your campaign is reviewed you can choose to send it out immediately or schedule it to be sent at a later date. You can also send them in batches.

  29. If you choose to schedule your campaign, you will be given three options to send your campaign.
    1. Send it at a fixed time and time zone
    2. Send it at your recipient's time zone
    3. Send it at your recipient's optimal open time



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