Create an Email Series Campaign
To create an Email Series Campaign:
Go to Automations > Email Series Campaigns
Click + New Email Series Campaign
Give your email series campaign a name (for internal purposes only)
Click Create Email Series Campaign
Select Browse Our Blueprints to use one of our Email Series 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 Email Series Campaign, click on the three dots to the right of the + Add Email button.
Configure the Email Series Campaign Settings
To configure the Email Series Campaign settings, go to Email Series Campaigns > select the series > Settings. This is where you set up subscribe/unsubscribe notifications, select the primary purpose for the Email Series Campaign, and more.
The Identity Settings are customer-facing information in the emails.
The public-facing name that people will see on the subscription management page. This name can be different than the name of the Email Series Campaign in your account.
The name customers see in their inbox. This field is required.
The email address customers see in their inbox. This field is required and must be a valid email address.
The address customers 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 an Email Series 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 an Email Series Campaign.
Select the primary purpose of the Email Series Campaign from the drop-down.
The Commercial setting is for an Email Series Campaign containing emails with marketing content. For example, a promotional email series for your newest product line.
The Transactional/Relationship setting is for an Email Series 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 Email Series Campaign Footer Settings (Text Builder)
The default footer settings for the Email Series Campaign are what's set in Basic Email Settings. In Email Series Campaign Settings, set different footer text for text builder emails in an individual series.
To edit the footer settings for text builder emails:
- Go to the Settings tab in the Email Series Campaign
- In Viewing General Settings click General Settings
- Click Footer Settings (Text Builder)
- Make your changes
- Click Save Settings
Add Emails in an Email Series Campaign
To create a new email from inside of an existing Email Series Campaign:
Click + Add Email
Design the email
Campaign emails send in the order they appear under the Emails tab. To reorder the emails for an Email Series 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 Email Series Campaign.
Email Series Campaign 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 an Email Series Campaign email is set to draft, it will not be sent out to people in the series. Once you activate an email, it will be sent out according to the delay between emails from when it was made active.
Edit the Confirmation Email
To edit an Email Series Campaign confirmation email:
Go to the Emails tab in the Email Series Campaign
In Showing Series Emails click Confirmation
Click into the Signup Confirmation Email and make your changes
Activate an Email Series Campaign
An Email Series Campaign must be active to send out to people. To activate an Email Series Campaign:
To the right of the Email Series Campaign name, click Draft
Duplicate an Email Series Campaign
Create a copy of an Email Series Campaign including the email contents and settings from the original.
To duplicate an Email Series Campaign:
Go to the Settings tab in the Email Series Campaign
Click the Duplicate this Campaign button
Give the duplicate Email Series Campaign a name
Select Include all emails to duplicate all of the emails in the series
Click Duplicate Email Series Campaign
You will be brought to the new Campaign Dashboard.
Delete an Email Series Campaign
Remove an Email Series Campaign and all of its data from your account. Once deleted, all data for that series will be lost including email analytics.
To delete an Email Series Campaign:
- Go to the Settings tab in the Email Series Campaign
Click the Delete this Series button
Click I’m sure, delete this series
The campaign will be permanently deleted.