Marketing
Send your first email campaign
Create an email campaign, design it, send yourself a test, choose your audience, then send it now or schedule it for later.
2 min read · Updated
In short: create the campaign, design it, send yourself a test, choose an audience, then send or schedule it.
MarketingEmail Campaigns
Customers
Marketing
Email Campaigns
Email Templates
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Email Campaigns
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Customers
Marketing
Email Campaigns
Email Templates
Inbox
Before you start
You need a verified sender and an audience to send to.
Create campaign, then Edit email design, then Send preview, then Choose an audience, then Send now5 stages in order: Create campaign, then Edit email design, then Send preview, then Choose an audience, then Send now. The live stage is Send now.
01Create campaign
02Edit email design
03Send preview
04Choose an audience
05Send now
- 01Create campaign
- 02Edit email design
- 03Send preview
- 04Choose an audience
- 05Send now
Create the campaign
- Go to Marketing › Email Campaigns.
- Click Create, then New campaign.
- Click Select a template under Template, or leave it blank.
- If you see Audience Provider, keep Much simpler to use. Recommended. You cannot change this later.
- Fill in Campaign name, Subject line, Preview text and Send from.
- If you want, pick a Voucher for guests to redeem.
- Click Create campaign.
Design and test it
- Click Edit email design, build your email, then click Done.
- Click the preview (eye) button, add your email under Recipients, then click Send preview.
No test? Check your spam or junk folder first. If you saw Failed to send preview(s), check Send from and the address, then send it again.
Send it
- Choose who it goes to under Audience. No audience yet? Click Create one here.
- To send later, turn on Schedule for later and pick a date and time.
- Click Send now or the Schedule for button.
- Check the details, then confirm. Sending now cannot be undone.
Send it again, or to guests who did not open
- Click the three dots on the campaign's row, then Duplicate.
- For guests who did not open it, choose an audience built on Marketing interactions. See build an audience.
- Check the copy, then send. A sent email cannot be called back.
Check it worked
Sent now: the campaign report opens. Scheduled: it shows Scheduled on Email Campaigns. Cannot find it? Use Search campaigns…, or click Filter and tick Sent or Scheduled under Status.
Good to know
- Send button greyed out? See my email campaign has not sent.
- Quick campaign under Create makes a simple branded email in a few fields. For a button, type its Text and choose Link to (or Custom URL), then click outside the box so it saves.
- Lost your design? See the email editor is not working.
- Only Admin, Moderator and Marketing can see Marketing.
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