Campaigns

Posted on Sep 25, 2024

A campaign is a series of individual emails sent to your subscribers, such as a product launch announcement or a regular newsletter.

Before creating a campaign, ensure the following are set up:

  • At least one email service
  • A list of subscribers to target
  • An email template for your campaign

Viewing Campaigns

To view your campaigns, click the Campaigns link in the sidebar. This will display the campaigns index page.

campaigns

Starting a New Campaign

To create a new campaign, go to the campaigns index page and click the New Campaign button.

new campaigns

For creating an email campaign, the following fields require to be filled

  • Campaign Name : A friendly name used internally to identify the campaign (e.g., "Newsletter - May 2020").
  • Subject : The email subject your recipients will see. You can include placeholders like {{first_name}}, {{last_name}}, or {{email}}.
  • From Name : The name displayed as the sender in the email.
  • From Email : During the onboarding process, you will receive an email containing the sender email details. This information is provided as the last field (sender email) in the email and is required for setting up your email service. Make sure to use this sender email when configuring your email services in the app.
  • Template : The email template for your campaign. It is mandatory to create a template for the email campaign
create campaigns

Once complete, click Save and Continue to mark the campaign as a Draft.

Sending Campaigns

Campaigns are dispatched from the preview page.

Test Email

Before dispatching, send a test email to check how it looks and catch any errors. Enter an email address in the Recipient field and click Send Test Email.

send campaigns

Sending Options

  • Recipients : You can send your campaign to your entire list or subscribers with specific tags.
  • Schedule : Send the campaign immediately.
  • Sending Behaviour : Sends messages automatically to your subscribers.