Creating a Standard Email Campaign

From the main dashboard, select Campaigns from the left-hand navigation menu and click the +Create a Campaign button and select Email.

You will be prompted to select the campaign type. For a standard email, choose Campaign.

Fill in the required information for your campaign. This includes:

Campaign Name: An internal name for your reference.
From Name: The name your recipients will see.
From Email & Reply to Email: The email addresses for sending and receiving replies.
Subject: The subject line for your email.
- Pro-Tip: Keep subject lines short (4-6 words) and use merge tags to personalize them, such as "Happy Birthday |FirstName|!".
Enable Email Preview: A short pre-header text that appears after the subject line in the inbox. Engaging pre-headers can increase open rates.
Contacts Source: Select whether you will target a Segment or a List.
- - Best Practice: It is recommended to choose segments over lists. Segments allow you to filter your audience, ensuring your campaign is relevant and improving engagement. For example, you can send a "Running Shoes" campaign only to customers who have previously purchased running gear.
Campaign Category: Assign a category (e.g., Sales, Newsletters, Offers) to respect user subscription preferences and maintain a healthy sender reputation.
Templates: Choose a pre-designed template for your email.

Once complete, click Next.

You have two options for scheduling:

One-Time: This sends the campaign once at a specific date and time. This is ideal for time-sensitive offers or discounts that need to reach customers quickly.
Recurring: This allows you to send a campaign repeatedly on a daily, weekly, monthly, or yearly basis. This is useful for newsletters or new product announcements, especially with large contact lists.
- Ramp up: This feature lets you send a campaign in batches to unique contacts over a period.
- For example, to send a campaign to a segment of 10,000 contacts over 5 days, you can set a daily recurring schedule and enter a "Send Volume" of 2,000. The system will send the email to 2,000 unique contacts each day until all 10,000 have been reached. This strategy can help improve your sender reputation.

Once your schedule is set, you can either Save as Draft to work on it later or click Launch Campaign to finalize and schedule it for delivery