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Creating Email Campaigns

Setup a new Email Campaign

Updated yesterday

Creating New Campaign

If you're creating campaigns for the first time, you will have both options for creating a new campaign.

Click to create campaign

Choosing Campaign Templates

  1. Back
    You can use this to return to the email campaigns menu.

  2. Campaign Name
    Here you can name your campaign.

  3. Choosing Template
    You can select a template from the existing campaigns in the list.

  4. Searching Email Template
    With this tab, you can search for existing email templates in your system.

  5. Title

    This shows the title given to each campaign in the list.

  6. Last Updated

    This lets you know the date and time the individual campaign was last updated and who made the updates.

Campaign template overview

Designing a New Campaign From Scratch

If you are not willing to use any of the existing templates or if this is the first time you are building the campaign, then you can go ahead and use the "Blank" option (see the image below) to create the campaign from scratch.

  1. Edit

    To edit any of the templates or the blank page, click on the "Checkmark" button, which directs you to select your Editing Experience:

    • Choose to build using the visual drag-and-drop design editor or a powerful code editor.

  2. Preview

    If you want to preview any template, click on the "Preview" button.

Select Blank to create from the scratch

Campaign Builder

This is where you will design your content and place the necessary campaign elements. In Email Campaign Builder, you can duplicate, delete, and rearrange different types of element blocks quickly.

campaign editor page

Campaign Editor Menu

Here are some additional options for you before you send your campaign.

  • Test Email
    Before sending an email campaign, use this to test what your campaign will look like.

  • Preview Template
    This lets you preview the template.

  • See Version History
    This lets you view the changes you have made to your campaign.

Campaign editor menu

Saving your changes

Use this button to save the changes you have made in the campaign. This will ensure that you don't lose any of your work.

Click to save campaign

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