Create a Campaign
To create a Campaign:
Go to Automations > Campaigns
Click + New Campaign
Enter a name
Click Create Campaign
Select Browse Our Blueprints to use one of our campaign blueprints
Select Create Your First Email to start from scratch
Now you can design your email
Switch Email Builders
To switch between email builders in your campaign, click on the three dots to the right of the + Add Email button.
Configure the Campaign Settings
To configure the campaign settings go to Campaigns > select the campaign > Settings. This is where you set up subscribe/unsubscribe notifications, select the primary purpose for the campaign, and more.
The Identity Settings are customer-facing information in the campaign emails.
The public-facing name that people will see on the subscription management page. This name can be different than the name of the campaign in your account.
The name customer’s see in their inbox. This field is required.
The email address customer’s see in their inbox. This field is required and must be a valid email address.
The address customer’s see in the footer of all campaign emails.
Send a blind copy of every email in the campaign to any email addresses you put here.
Subscribe / Unsubscribe Notifications
To set up subscribe/ unsubscribe notifications for a campaign, enter in the email address that should receive the notification email under Notify when someone subscribes or Notify when someone unsubscribes.
The notification email contains details about the person who subscribed or unsubscribed from the campaign. A notification email is not sent when you manually subscribe or unsubscribe a person from a Campaign.
Select the primary purpose of the Campaign from the drop-down.
The Commercial setting is for a Campaign containing emails with marketing content. For example, a promotional email series for your newest product line.
The Transactional/Relationship setting is for a campaign with content already agreed upon by the customer. For example, a receipt for the item the person purchased.
If you’re unsure about which setting to use, take a look at the CAN-SPAM Compliance Guide for Business.
Custom Post-Confirmation Page
A custom page where people are sent after clicking the confirmation link. Leave this blank to use the default page.
Send double opt-in confirmation email by default
Edit Campaign Footer Settings (Text Builder)
The default footer settings for the Campaign are what's set in Basic Email Settings. In Campaign Settings, set different footer text for text builder emails in an individual Campaign.
To edit the footer settings for text builder emails:
- Go to the Settings tab in the Campaign
- In Viewing General Settings click General Settings
- Click Footer Settings (Text Builder)
- Make your changes
- Click Save Settings
Add Emails in a Campaign
To create a new email from inside of an existing campaign:
Click + Add Email
Design the email
Campaign emails send in the order they appear under the Emails tab. To reorder the emails for a campaign:
Hover your cursor to the left of the email subject line
Click the three-horizontal-lines icon to select the email you'd like to reorder
With your cursor still clicked, drag the email and place it in the order you'd like.
If a person has not yet received the email that has been reordered, but they've already received the email that's now below it, the person will not receive the email. This is because the person has already moved past that point in the campaign.
Campaigns containing greater than fifty emails will begin to paginate to another page. When that's the case, you're unable to move emails between pages. To view a greater number of emails on a single page, add the following URL parameter to the end of the URL you see in the address bar when viewing the Emails tab:
Place the parameter in the URL:
When a campaign email is set to draft, it will not be sent out to people in the campaign. Once you activate a campaign email, it will be sent out according to the delay between emails from when it was made active.
Edit the Confirmation Email
To edit a Campaign confirmation email:
Go the Emails tab in the campaign
In Showing Campaign Emails click Campaign
Click into the Signup Confirmation Email and make your changes
Activate a Campaign
A Campaign must be active to send out to people. To activate a Campaign:
To the right of the campaign name, click Draft
Create a copy of a Campaign including the email contents and settings from the original.
To duplicate a Campaign:
Go to the Settings tab in the campaign
Click the Duplicate this Campaign button
Give the duplicate campaign a name
Select Include all campaign emails to duplicate all of the emails in the campaign
Click Duplicate Campaign
You will be brought to the new campaign dashboard.
Remove a Campaign and all of its data from your account. Once deleted, all data for that campaign will be lost including email analytics.
To delete a campaign:
Go to the Settings tab in the Campaign
Click the Delete this Campaign button
Click I’m sure, delete this campaign
The campaign will be permanently deleted.