Email Campaigns

How so set up an email campaign and create emails

Setting up an email campaign

Navigate to the main "Email & Automations" tab in the top menu and go to "Campaigns" in the left menu.

Click on the "+ Create Campaign" button.

Email Campaigns

Name Your Campaign

Keep it relevant and unique to the email you are planning to send. This name is for your own internal identification only.

Select Your Template

Create a template from scratch

• Drag and drop builder

• Text email

• Custom HTML template

Edit Your Email Template

Select from numerous pre-built block designs and simply drag into position.

Add your content, copy, and message to your email body.

Email Styling

Set your email background colour to adjusting the width.

Select Your Audience

Whether you need to send an email to an entire list of subscribers or a segmented audience, simply select and go next.

Campaign Settings

Add a catchy subject line to ensure your subscribers open your email. Include your CRM properties to personalise the subject line too.

If you need to send a test email, to check out your design and all links go to the right place, go ahead and send yourself a test email.

Send It...

Send your campaign right now or schedule it for a later date and time.

Email Insights

Once your campaign has successfully been sent to your subscribers, you can now view the email performance. Simply click on the campaign you want to view:

To analyse your email campaign performance, this dashboard will help you view:

• Email opens

• Link clicks

• Preview - so you can remember what the email contained

• Who unsubscribed

• and more...

Individual Subscriber Performance

If you want to view how a specific subscriber is engaging with your email campaigns, you can head to the CRM/Contacts tab > select the subscriber > then select the marketing details tab - as highlighted below.