Email Campaign
Follow the steps below to create an Email Campaign
Last updated
Was this helpful?
Follow the steps below to create an Email Campaign
Last updated
Was this helpful?
Step 1: Navigate in your account to Campaigns - Email Campaigns. From here, you will click on the green circle with the '+' symbol.
You can either create a regular campaign to send one email with one template and one subject line.
OR you can select an A/B campaign to try out multiple templates and subject lines.
For this example we will be setting up a 'regular campaign.'
Step 2: Overview - Add general information to the campaign like name and objective.
2a: Campaign Name: This is for internal use only, your end-users will not be able to see this.
2b: Tags: This is optional and for internal use to organize your campaigns. End-users will not see tags.
Click on 'Save & Continue' when you are done to move forward.
Step 3: Content - Add add content, such as the Subject line, Pre-header text, and whether you'd like to choose an existing template, create a plain text email or if you'd like to design from scratch.
If you want to further personalized your email subject line, click on the button that says 'Personalize' to add merge tags to the subject line. For instance, by adding {first_name}, it will add the recipients' first name to the subject line of the email when sent through campaigns.
3b: Preheader text: This is optional, but if you want the recipient of the email to see something other than the first line of text in the email, you can add this here. Otherwise it will default to what is in the body of the email content.
3c: Once the template is selected, you can make edits to the template before saving for this campaign.
*Keep in mind that the template will only save for this one campaign. Any changes made at this stage will not be reflected on the original template.*
Hit 'Save' on the template to save your template, then 'Save & Continue to move forward. If you are not editing your template, click 'Save & Continue.'
Step 4: To - Select segments to send campaign to.
While you can make a segment here like 'Last visit is in the last 30 days,' we recommend making segments ahead of time so that you can select from pre-made your segments shown at this step.
Segment exclusion is also an option in this section by clicking 'Exclude Segments' on the right.
4a: Calculate your audience by clicking the blue 'Calculate Target Audience' button. This will tell you how large your potential audience is. We always recommend calculating before sending to make sure it sends to the correct audience.
Click on 'Save & Continue' when you are done to move forward.
Step 5: Review & Send - This is where you can select when your email will send.
'From' Email: This will be the email address that your end-users see the email coming into their inbox from, so make sure you select the email you have designated for this purpose.
Responses to this email will go to the email you select as the 'from' email. If you want responses to go to a different email address, click on 'Add a Reply to' and select an email address from the drop-down to re-route responses to a different inbox.
5a: Send ASAP: If selected, once you confirm the campaign, it will begin sending right away.
5b: Send Later: If selected, the campaign will begin sending at the time specified.
5c: Automated / Ongoing: If selected, the campaign will send once confirmed to the current audience + anyone added to the audience moving forward.
For example, if I make an audience of people on the 'Intro' membership plan, each time a new person signs up for the 'Intro' membership plan, this email will send.
When selecting an 'Automated / Ongoing' campaign' you have 2 options: at a specified time or at any time.
'At a specified time' will send the campaign each day to new audience members at the same time every day. You can specify that in the 'At a specified time' section.
'Anytime' will send the campaign as soon as the new information is added to the audience, outside of your quiet hours.
5d: Intelligent Sending (AI): This option may override the above preferences, based on the user's most engaged time. For example, if the recipient has historically opened their emails around 2:00 pm, their campaign will send at that time.
Step 6: Send Campaign - If everything looks correct, you can confirm your campaign and finish up the process by clicking on the button that says 'Send Campaign.'
3a: Subject: This is the subject line that your end-users will first see when they receive your email, so you will want to make sure this is eye-catching and follows email marketing best practices. For help and inspiration creating catchy subject lines, check out our .
