Email Campaigns
To see the latest on tips, tricks & best practices, check out our recent Email Deliverability Tips & Tricks blog!
Complete the following prior to creating your first email campaign:
To create an email campaign, follow these steps:
1) Under Marketing, found within the left-side navigation, click Campaigns
2) Click the Create Campaign Button
3) Name your campaign and set the status to either LIVE or OFF/ DRAFT
Only Set the Campaign to LIVE when you are ready to send
It's IMPORTANT to note that LIVE campaigns will send to your targeted customers as long as the campaign targeting parameters are met. Please heavily review your messaging campaigns before setting them to LIVE/ publishing them.
4) In the Campaign Builder, click the Add Email button or Start from a premade template
If add email button is grayed out/unavailable
This means that you have not authenticated your domain. This will automatically unlock once domain has been authenticated.
4) You will be redirected to the builder where you’ll choose your settings and design your content.
Our email builder is designed to give you the power to work on any part of your email in the order you prefer. You may review your work before deploying your creative.
Before sending an email, complete the following:
- Add the sender's email address (your company) you want the email to come from. If left blank, the system will default to the email that's listed in your Sender Settings
- Add your subject line in the Subject section.
Optional:
- Saving Design as a 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.
- Set up preview/preheader text:
- Click on the Body icon in the email design
- Scroll down to Email Settings
- Enter the text under the Preheader text box
Preheader/Preview Text
A preheader is the short summary text that follows the subject line when viewing an email from the inbox.
After seting up your email settings and designing your first email campaign, follow the steps below to send out the email campaign.
After Saving your email design, go back to the Campaign Builder:
1) Setup Waterfall. For optimal campaign results, we highly recommend designating at least one additional channel to use as a backup channel through our Waterfall Technology
- If you choose to set up another channel in your campaign, change the priority order within Waterfall to the desired channel priority order.
- If you're not interested in other channels outside of email, leave the waterfall section as is.
2) Select your audience, delivery method, and enable any advanced settings
3) Name your Campaign and ensure the status is toggled on 4) Press the green Publish Campaign button
Not ready to send out a campaign? Save the campaign draft. Here's how:
1) Once the email campaign has been configured, go back to the Campaign Builder and toggle the status button off to switch the campaign from LIVE to off.
2) Press the green Publish Campaign button to save your campaign as a draft. When you're ready to deploy your campaign, toggle the status back on.