User Manual

Create a Campaign

Create a campaign

To create a Campaign:

  1. Go to Automations > Campaigns

  2. Click + New Campaign

  3. Enter a name

  4. Click Create Campaign

  5. Select Browse Our Blueprints to use one of our campaign blueprints

  6. Select Create Your First Email to start from scratch

  7. Click Next

  8. Now you can design your email

Switch Email Builders

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.

Identity Settings

The Identity Settings are customer-facing information in the campaign emails.

Public Name

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.

“From” Name

The name customer’s see in their inbox. This field is required.

“From” Email

The email address customer’s see in their inbox. This field is required and must be a valid email address.

Postal 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.

Primary Purpose

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.

Signup Settings

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

Turn this setting on to send double opt-in confirmation emails by default. This requires people to click a link in the confirmation email sent before any emails in the campaign are sent. This setting enables double opt-in for campaign subscriptions initiated via our JavaScript and REST APIs and by third-party integrations.

Edit Campaign Footer Settings (Text Builder)

Edit the campaign footer

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:

  1. Go to the Settings tab in the Campaign
  2. In Viewing General Settings click General Settings
  3. Click Footer Settings (Text Builder)
  4. Make your changes
  5. Click Save Settings

Add Emails in a Campaign

To create a new email from inside of an existing campaign:

  1. Click Emails

  2. Click + Add Email

  3. Design the email

Campaign emails send in the order they appear under the Emails tab. To reorder the emails for a campaign:

  1. Hover your cursor to the left of the email subject line

  2. Click the three-horizontal-lines icon to select the email you'd like to reorder

  3. 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:

Email Status

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

Edit the confirmation email

To edit a Campaign confirmation email:

  1. Go the Emails tab in the campaign

  2. In Showing Campaign Emails click Campaign

  3. Click Confirmation

  4. Click into the Signup Confirmation Email and make your changes

  5. Click Save

Activate a Campaign

A Campaign must be active to send out to people. To activate a Campaign:

  1. To the right of the campaign name, click Draft

  2. Click Activate

Duplicate Campaign

Create a copy of a Campaign including the email contents and settings from the original.

To duplicate a Campaign:

  1. Go to the Settings tab in the campaign

  2. Click the Duplicate this Campaign button

  3. Give the duplicate campaign a name

  4. Select Include all campaign emails to duplicate all of the emails in the campaign

  5. Click Duplicate Campaign

You will be brought to the new campaign dashboard.

Delete Campaign

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:

  1. Go to the Settings tab in the Campaign

  2. Click the Delete this Campaign button

  3. Click I’m sure, delete this campaign

The campaign will be permanently deleted.