Marketing
Campaigns

Email Campaigns

3min

For Email best practices see our blog: Email Deliverability Tips & Tricks.

Before You Begin

Complete your Email / Domain Settings before creating Email Campaigns.

Create Email Campaign

  1. Navigate to Marketing > Campaigns
  2. Click Create Campaign button
  3. On the Channels screen, select Email
  4. Click Continue
  5. See Campaign Builder for more information about Campaign Info and Recipients.
  6. Continue to Content
  7. Fill out The Sender Info tab. Subject Line is required. This is what the customer will see in their inbox. For Subject Line Tips, see Email Best Practices.
  8. Add the Sender Name (your company) and Sender Email Address. sender's email address. If left blank, we will default to the email that's listed in your @email.

Both the "Sender name" and "Sender email address" will be overwritten if this campaign is used within a Co-Marketing template.

9. Tap the Content tab and see our doc around Visual Designer: Emails & Landing Pages

10. (Optional) Email actions:

  • Save as template: To save the email as a template in the future, enter the name of the email design. Click on the clipboard button next to the design name.
  • Preview & Test
    • Click this button in the upper right
    • Enter in test emails
    • Click Send Test

11. Continue to Review. See Campaign Builder for information about Saving as Draft vs sending and approval permissions.

Updated 20 Sep 2024
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