Setting Up Email Campaigns

Modified on Fri, 13 Sep at 7:29 AM

If you're launching email campaigns for the first time, you’ll have the option to create a fresh campaign.

Campaign Creation


Starting a New Campaign

  • Create Campaign Button: Click this to begin.

  • Choose a Campaign Template: You can select from available templates or create a new one.

  • Navigation: Use "Back" to return to the main campaigns menu.

  • Campaign Naming: Assign a unique name to your new campaign.

  • Template Selection: Choose from the list of pre-existing templates.

  • Search Templates: Easily find previously created templates with the search bar.

  • Campaign Titles: Displays the names of existing campaigns.

  • Last Updated Info: Shows the date, time, and person who last updated the campaign.

Campaign Overview


Designing a Campaign From the Ground Up

If you prefer to build something completely new or avoid using a template, the "Blank" option allows you to create a custom campaign.

  • Editing Templates: To customize any template or start from scratch, click the "Checkmark" to choose between the drag-and-drop editor or the code editor.

  • Previewing Templates: Use the "Preview" button to see how your design looks before finalizing it.

Blank Template Option


Campaign Builder Interface

This section is where you will create and manage the structure of your campaign. You can easily duplicate, delete, and rearrange blocks of content to fit your needs.

Campaign Editor


Additional Tools in the Campaign Editor

Before sending out your email, these options are available to refine your campaign:

  • Test Email: Send a test email so you can see how it appears in inboxes.

  • Preview Template: Show how your template will look.

  • Version History: View all the changes made to your campaign and revert to previous versions if necessary.

Editor Menu


Saving Your Progress

Once you’ve made adjustments, don’t forget to save your changes to ensure your work is secure.

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