Create and send emails
How to create and send an email campaign:
- Go to the campaigns tab, click “Create Campaign”, select the Email option in the pop-up box.
- Enter a distinctive campaign name, so that you can easily find it later in the campaigns page.
- After selecting the “begin” button, you will arrive at the campaign builder which takes your through 7 steps: Goal, To, From, Subject, Content, Settings and Preview
Goal
Goals allow you to group multiple campaigns with a shared aim together, and efficiently group everyone who meets the goal to make managing audiences and tracking results easier.
Read more about how to create efforts and goals.
To
Select your audience audience for your email campaign.
Read more about audiences and how to create them.
From
Select name and email address that will display who the email is from and change sender name (optional).
Subject
Enter your subject line and preview text. Use merge tags to personalise your text.
Content
Click launch email designer to start creating your email.
Once the designer has been launched, you will be prompted to pick a template. You can either pick one of the global templates created by your organisation or create a template from scratch.
Read more on how to create and edit global email templates.
In the template, there are editable preset blocks where you can make changes to the features within the blocks.
If you want add a new block, select a block and click one of the plus signs that appear. You will then be prompted to select what you want in your new block - the options are paragraph, heading, image, button, list, spacer, divider.
Once you’ve selected the feature, a side-bar will appear to help you edit the feature. For example, this is what it looks like when you select image:
There are lots of settings and flexibility when building features. For images, you can hyperlink them to a website, phone number, email or file; change the sizing mode; or change the alignment:
When you are happy with your image, size and alignment, you can add Alt Text to describe it:
Once you have included all your content and are happy with the email, you can preview the email to see how it will exactly look on desktop or mobile.
If no changes need to made after the preview, you can click continue and you will return to the campaign builder screen.
Settings
Send all messages at once, or customise to drip send a set number of messages out per hour between specific times.
Preview
✅Check your personalisation by selecting any contact to show an accurate preview of the message they will receive.
✅Check your message end to end by sending yourself or a colleague a sample of your email.
Results
Click through to the sent campaign to see results.
