How to create a campaign
Last Updated about a month ago

What is a campaign? 

A campaign is a one-time email or newsletter you send to a specific group of subscribers. It's ideal for announcements, updates, or promotions. 

How to create a campaign

To create a campaign:

Step 1: Log in to your profile on the platform. 

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Step 2: Navigate to Campaigns,

From the left-hand menu, click on the “Campaigns” tab.

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Step 3: Click ‘Create New’
Hit the “Create New” button to start setting up your campaign.

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Step 4: Fill in Campaign Details

  • Enter a Campaign Name (this is for internal reference).

  • Select your desired subscriber list(s).

  • Choose the Campaign Type — either Regular or Autoresponder.

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Step 5: Set Email Information

  • Verify the From Name

  • Confirm the From Email Address

  • Set the Reply-To Address

  • Add the Subject Line

  • Ensure To Name personalization is set (if needed)

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Step 6: Configure Tracking Options

  • Enable or disable campaign tracking options based on your needs (like open rate, click tracking, etc.) 

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Step 7: Add Email Content

  • Choose or upload your email template.

  • Use the toggle template builder if you want to design your email directly within the platform.

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Step 8: Review and Confirm

  • Go to the Campaign Confirmation section.

  • Double-check all your settings.

  • Set the send date and time

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Step 9: Schedule the Campaign

  • Once everything is confirmed, click “Schedule” to queue your campaign for sending.

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