Creating your first campaign

After you have imported your first contacts, made a segment, and have an email template built, you can create your first campaign.

Get Started and Setup.

On the main navigation, you have to click the Campaigns Manager section and go to Campaign.

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To get started, click on Create Campaign on the right-hand side of your screen.

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This will open the Campaign Builder.

Step 1: Basic Campaign info.

The first step is basic Campaign information.

On the Campaign name, choose a name that easily identifies your campaign. On the Campaign description, write a description of your campaign. This helps you keep track of the details of each campaign.

Step 2: Channels

You can choose the different channels where your campaign will be distributed. You can enable or disable the different channels.

Here email is the only channel selected.

Step 3 – Segments

To drag and drop the segments you want to send your campaign to.

Dragging the desired segment

Step 4 – Message

Fill out, sender name, sender email address, and email subject. You can choose to add an email address to receive responses.

Then choose a template from the list.

Note, if the template is not GDRP compliant it will prompt a message. You can go back to the template builder and ensure that you have an unsubscribe and or update preferences link.

Fill out email, name, and select a template.

Step 5 – Schedule

If you want to send it now, simply click the now box, if you want to schedule it for a future moment: select date, time (hour & minute) and time zone.

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Important: When you have met the requirements for Basic, Channels, Segments, Message, and Schedule you can click Review & Send. ** Your campaign will not be sent yet.

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When there is a blue dot the section is completed!

A green pop up box will appear and advise you that your campaign has been properly saved in drafts.

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Review & Send!

The final stage will bring everything together. Please review carefully and check for any errors or typos.

When everything looks good, you can send a test, save it as a draft, duplicate it or send or program the campaign, depending on if you selected schedule now or schedule for later.

If anything is off you can click back into a previous section to edit. When you’ve edited click back to Review & Send to Start Your Campaign!

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