Create an Email Campaign

Create an Email Campaign

Email campaigns are a great way to communicate with your prospects and customers. It is a popular and cost effective method of direct marketing, which allows you to convey your message and your brand. For this reason, we recommend utilising email campaigns for the following purposes;
  • Newsletters
  • Upcoming Promotions
  • Special Events
  • Holidays
As it typically takes contacts 48 hours to open their emails, we recommend that any time sensitive email marketing is always sent at least 2 days before the actual date.


From the Campaigns area, click the plus symbol at the top right of your screen
Select the Email Channel to send through (You can also add additional channels such as SMS)
Enter a name for the Campaign Folder you'd like to save the campaign in.





Campaign Folders allow you to organise multiple campaigns that are related. For example, for a Valentine's Day promotion, you may choose to send out multiple email and sms campaigns. To manage the campaigns and view aggregate reporting, you can choose to create a folder called "Valentine's Day" and insert all campaigns (including automations) into this folder. When viewing analytics, you can choose to view on an individual campaign or as an aggregate for a whole


After clicking on "Lets Go", you can begin setting up your email campaign. The first thing to specify is your subject line.



Clicking on "+ MAILMERGE" allows you to personalise your subject line by inserting contact field values such the recipients First Name.

Enter the name the email is coming from
Enter the From Email Address
Enter the Email address that replies should be directed to (If different than the from email). 



Click Next
From this screen you have s few options, you can Start Fresh, access a recent and/or draft email



Additionally,  you can  Use a Featured Template, Load a template you’ve previously created (My Templates) or Code Your Own email (these options available via the headings at the top of the screen)




Select relevant option to open email editor
Once email has been created (click here for instructions on the email editor) click next to continue





From this next screen select your recipients by selecting a segment, using a search or manually selecting contacts

Click Next
Select when you would like the campaign to be sent
Click Next



Review all campaign details
Click Send or Schedule Button






    • Related Articles

    • Create a SMS Campaign

      SMS is a great way to communicate to your contacts on an instant basis. SMS/Text can be used for marketing and transactional uses. Some examples of sms use-cases include: Reminders Time Sensitive Offers Special Events Last minute event updates Urgent ...
    • Create an Email Template

      To create an Email Template click the Templates link on the top right of the screen, you have a couple options, you can Start Fresh, or access an existing template Select relevant option to open email editor
    • Create a New Role

      To create a new Role Click the plus sign on the top right of the screen Select Add Role Enter a name for the new Role Select access options for Account Administration: Should this role have the ability View Account Details, Update Account Details, ...
    • Edit an Existing Email Campaign

      To edit an existing campaign go to the Campaign section Locate the campaign you would like to edit via the Campaign View, Folder View of Search Feature ​ Click the Edit button next to the relevant campaign The system will take you through each step ...
    • Email Editor Overview

      The Email Editor allows you to quickly and easily create polished emails using a drag and drop method. This style system is so easy to use it makes creating emails scalable for anyone. The email editor displays the email that you are working on The ...