Before we dive into creating your first email campaign, make sure you have at least one contact in your account so that you can send yourself a test message, so go on and add yourself as a contact.

Now, choose Campaigns from the main menu, and then choose New Email Campaign.

Fill in the form, ensuring that you complete the mandatory fields; these are:

  • Campaign Name - a unique name for this particular message.

  • Email subject - you can personalise by placing your cursor in the subject and then choosing the required information from the 'personalisation fields' drop down.

  • Logo position - where in your message the embedded logo image will appear.

  • Date to Send - this will default to today, but you can schedule your campaign into the future.

When you're done, click Save Campaign.  You now have an email campaign ready for you to create your content inside.
To create your message.  Click 2. Edit Content and Test.  

The quickest way to create your first mobile responsive email message is to start with a template style where all the hard work has been done for you.  Choose Insert, then Insert Template from the email content editor toolbar.

While browsing through the list of templates, selecting a template will show what it looks like in the window below.  The templates are name to helped you find the best starting point for your campaign.  When you have chosen a template, click Okay to insert it into your email content window.

Edit your message, adding your unique text, images, hyperlinks and personalisation fields as required.  Click Save Changes to store your work.

You will now want to send yourself a test email.  You first need to attach yourself as a contact on the campaign:  Click 3. Attach Contacts.  There are numerous options for attaching your contacts... for now just select the first contact you created earlier, and click the Process Selected Contacts.

Send your test message by choosing 2. Email Content & Test, selecting your contact from the drop down in the Send a Test Message form at the bottom of the screen, and clicking the Send Test Message button.  NB: if you have more than 500 contacts attached to your campaign the send function is removed - we didn't want to make it too hard for you to find the right contact!

Once you're ready to send your email message, go back and attach all your contacts, and then choose 4. Send.  Review the campaign settings, and click Send Campaign.  

(If you need to change any of the settings, go back to the 1. Campaign Settings screen.)

The date and time upon which your campaign will start sending will be displayed on screen.  If for any reason you wish to stop sending your campaign, change the status to 'Closed' in the Campaign Settings screen.

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