Set up your first email campaign after purchasing the email marketing product using the steps below.
- Access your email marketing dashboard.
- Click ADD YOUR 1ST CAMPAIGN.
3. Enter the Campaign Name.
4. Edit Email Details.
Step 1. Enter the Campaign Name.
Step 2. Enter the subject of the email in the Campaign Subject field.
Step 3. Supply the Sender Details.
- From Name – The name that displays where the email is from.
- From Email – The email address that shows as the sender’s email. If the email address is not on the drop-down, click MANAGE EMAIL ADDRESSES and add your preferred email address.
Step 4. Under Reply Details, toggle Reply to same as “From Email” if necessary. If the email address is not on the drop-down, click MANAGE EMAIL ADDRESSES and add your preferred email address.
Step 5. Select your preferred way of Tracking Replies.
Step 6. Click SAVE DETAILS.
Step 1. Choose whether to design From Scratch or Use Template provided by the platform. Then, CONFIRM SELECTION.
Step 2. Add or edit the necessary details for your email template. See this guide to design email for a campaign.
Step 3. Click SAVE & CONTINUE to proceed to the next step.
Step 1. Select whether to send the newsletter to All Active Contacts or selected Mailing List/s. Then select the Mailing List if necessary. Read the following guides to manage contacts and mailing lists:
- How to Manage Email Marketing Contacts
- How to Manage Mailing List Manager
Step 2. Click CONFIRM SELECTION to proceed to the next step.
Step 1. Set up the Test Email Recipients. Select to either send it to All Test Contacts or enter Specific Contacts in the box provided. Separate the email addresses by pressing Enter key for each contact.
Step 2. Check the Preview under the Desktop and Mobile tabs and go back to Design Your Email section if you want to change something.
Step 3. Once everything is approved, click SEND TEST.
|Tip: If you want to take a pause in setting up an email campaign, you can click on the SAVE DRAFT button and come back to it later.|
10. Click CONFIRM SENDING.