Campaigns are email messages sent to subscribers.

Basic Campaign Flow

The usual process is:

1. Select the campaign type.

2. Choose recipients.

3. Set campaign details.

4. Choose or build the email content.

5. Send a test email.

6. Schedule or send.

7. Review reports.

Create a Campaign

1. Go to Campaigns > Email.

2. Click Create Campaign.

3. Select the campaign type.

4. Enter the campaign name and basic details.

5. Continue.

Choose Recipients

1. In the Recipients step, select one or more lists.

2. Choose a segment if you want only part of a list.

3. Review the estimated number of recipients.

4. Continue.

Set Campaign Details

Typical fields include:

• Subject line
• From name
• From email
• Reply-to email
• Tracking options
• Preheader text

Tips:

• Keep the subject clear and honest.
• Use a verified sender email.
• Use a preheader to support the subject line.
• Avoid misleading wording, excessive punctuation, or spam-like phrases.

Build Campaign Content

You can usually choose one of these options:

• Use a saved template.
• Build with the visual builder.
• Paste custom HTML.

Before sending:

1. Preview the email.

2. Check all links.

3. Send a test email.

4. Review the email on desktop and mobile if possible.

Add Attachments

If attachments are available:

1. Open the campaign setup or content step.

2. Click Upload Attachment.

3. Choose a file.

4. Save.

Use attachments carefully. Large attachments can hurt deliverability. When possible, link to a file instead of attaching it.

Send a Test Email

1. Open the campaign.

2. Click Send Test Email.

3. Enter the test recipient email address.

4. Send.

5. Check the inbox and spam folder.

6. Confirm the layout, links, images, sender, and subject line.

Schedule or Send

1. Go to Schedule.

2. Choose Send Now or Schedule Later.

3. If scheduling later, select the date and time.

4. Continue to Confirm.

5. Review all settings.

6. Click Send or Schedule.

Pause or Resume a Campaign

If a campaign is still running:

1. Go to Campaigns.

2. Find the campaign.

3. Click Pause to stop it temporarily.

4. Click Resume to continue.

Copy a Campaign

Use copy when you want to create a similar campaign.

1. Go to Campaigns.

2. Select the campaign.

3. Click Copy.

4. Rename it.

5. Update recipients, content, and schedule.