Email Campaign
Learn to create, design, and personalize effective email campaigns. Boost engagement and reach your audience with impactful messaging and automation tools.
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Learn to create, design, and personalize effective email campaigns. Boost engagement and reach your audience with impactful messaging and automation tools.
Last updated
Was this helpful?
This guide explains how to create, configure, and manage an email campaign.
Follow each step to build and execute your email campaigns effectively.
Campaign Name: (Required) Choose a descriptive name for your campaign. Example: Weekly Digest Subscribers.
Type: Select the campaign type. i.e. is Regular/Autoresponder. Default is Regular.
List: (Required) Choose the mailing list to which the campaign will be sent. Lists are crucial for targeting the right audience.
Segment: (Optional) Select a specific segment within your list to further refine your audience.
Group: (Optional) Organize the campaign under a specific group for better management.
Send Group: (Optional) Send Groups help prevent duplicate emails when sending campaigns to multiple lists by ensuring each contact receives the email only once.
Once you've filled in these fields, click Save and Next to proceed.
This section defines the sender details and email subject for the campaign.
From Name: The sender's name (e.g., company or brand name).
From Email: Specify the email address that will be used as the sender.
Reply-To Email: Provide a email address where you want replies to be sent.
To Name: The recipient’s name or email, customizable using tags.
Subject Line: Craft an engaging subject line by using dynamic content. You can toggle available tags to personalize your subject with variables like the recipient's name, for example: "How are you, [FNAME] [LNAME]?".
This section allows users to configure additional settings for the email campaign.
Plain Text Email (Required) – Whether to generate the plain text version of the campaign email based on your html email version.
Max. Subscribers – Whether to send only to this number of subscribers instead of sending to the whole list. (0 means to the whole list).
Randomize Subscribers – Enable or disable sending emails in a randomized order.
Email Stats Delay Days – How many days to wait to send second email with campaign stats. First one is sent right after the campaign finishes sending.
Email Stats – Where to send the campaign stats when it finish sending, separate multiple email addresses by a comma. Leave empty to not send the stats.
Preheader – A preheader is the short summary text that follows the subject line when an email is viewed in the inbox. Many mobile, desktop and web email clients provide them to tip you off on what the email contains before you open it.
Forward Friend Subject – The subject line for the email sent when a subscriber will forward this campaign to a friend. Leave empty to use the default: Hey, check out this url, I think you will like it.
These options help fine-tune email delivery, personalization, and reporting.
This section allows users to enable tracking for email opens and link clicks to measure campaign performance.
Open Tracking (Required) – Tracks when a recipient opens an email.
URL Tracking (Required) – Tracks when a recipient clicks on a link within the email.
Open Tracking from URL Tracking (Required) – Uses link clicks as an additional metric to confirm email opens.
Open Tracking - Exclude Crawlers – Prevents bots and crawlers from triggering false opens.
URL Tracking - Exclude Crawlers – Prevents bots from inflating click metrics.
Smart Open Tracking – Uses advanced detection methods for more accurate open rates.
Smart Click Tracking – Uses enhanced methods to differentiate human clicks from bot activity.
These settings help improve tracking accuracy and provide deeper insights into campaign engagement.
The A/B Testing feature allows users to test different subject lines and determine the best-performing one based on open rates.
Enabled – Toggle A/B testing on or off.
Winner Criteria - Opens Count – Define the minimum number of opens required to determine a winning subject line.
Winner Criteria - Operator – Select AND/OR to combine multiple criteria.
Winner Criteria - Days Count – Set the number of days before deciding the winner.
Test Subject Lines Button – Add multiple subject lines to compare performance.
This feature helps improve email engagement by identifying the most effective subject line.
The "Show More Options" button expands additional campaign configuration settings that are not visible by default. Clicking this button allows users to access advanced options, such as:
The Previous Opened/Unopened Campaigns section is only visible when you are sending a new campaign to the same list used in any previous campaigns.
The Previous Opened/Unopened Campaigns feature allows you to take specific actions based on how recipients interacted with previous campaigns. This feature provides the ability to re-engage with contacts based on their previous behavior (whether they opened or didn’t open an earlier campaign).
Options:
Action:
Open: This option targets contacts who opened a previous campaign. You can choose to send a follow-up or a different message to those who showed interest by opening the previous email.
Unopen: This option targets contacts who didn’t open the previous campaign. You can use this to re-target or resend the campaign with adjustments to try and get them to engage.
Previous Campaign:
Select the previous campaign you want to reference. This is where the action (open or unopen) will be evaluated, and contacts who match the selected behavior will be targeted.
Example Usage:
If you ran a promotional campaign last week, and now you want to follow up with those who didn't open the email, you would select:
Action: Unopen
Previous Campaign: Promotional Campaign
By using this feature, you can ensure that your follow-up actions are more personalized and effective, engaging recipients based on their prior interaction with your emails.
Change Subscriber Custom Field upon Open: Modify subscriber information when they open your email.
Change Subscriber Custom Field upon Send: Update fields when the campaign is sent.
Actions against Subscribers upon Open: Trigger automated actions, like copy or moving subscribers to another list when they open the email.
Actions against Subscribers upon Sent: Trigger automated actions, like copy or moving subscribers to another list when the campaign is sent.
Select the delivery server that will be used to send the email. Make sure your delivery server is properly configured for the best deliverability.
If a specific delivery server is selected, that server will be used to send emails. You can choose any combination of servers based on your needs.
By default, no specific server is selected for a new campaign; if left unselected, all available delivery servers will be used to send the email campaign. Additionally, when you copy a previous campaign, all settings, including the selected delivery server, are carried over.
You can assign a name to the template for easy reference and reuse in future campaigns. It’s useful to give it a descriptive name based on the campaign's purpose (e.g., Weekly Newsletter Template).
Option: Yes/No
This option allows you to choose whether the template will be plain text only. Plain text emails don’t include any images or HTML formatting.
If set to No, the email will be sent as an HTML email, allowing for rich formatting, images, and other design elements.
Option: Yes/No
If this is set to Yes, it will automatically generate a plain-text version of your HTML email. This is useful for recipients whose email clients do not support HTML emails, ensuring they still receive a readable version.
The Content Editor is the central workspace where you create and design the body of your email. This area allows you to directly type, paste, or format your email content. You can build your email from scratch or modify pre-existing templates by adding text, images, links, and other elements that align with your campaign's objectives.
Within the content editor, you can also utilize Available Tags for dynamic personalization, such as inserting the recipient's first name ([FNAME]) or other custom fields. This enhances engagement by making each email feel tailored to the individual recipient.
Alternatively, you can use the Change/Select Template button to switch to a pre-existing template, allowing you to quickly reuse or customize saved designs for your campaign.
Import HTML from URL: Import content directly from a web page.
Upload Template: Allows you to upload an HTML template that you have already created. The system only accepts a ZIP file that contains both the HTML file and the associated images for the template.
Change/Select Template: Switch to another pre-made template or a previously saved template.
Test Template: Send a test email to see how it looks before sending it to your whole list.
UTM Tags: Add UTM parameters to track the performance of the links in your email for analytics.
Show Plain Text Version: Display the plain text version of your email.
Random Content: Allows you to insert random content based on your rotation rules.
Save Content: Save your current email design and content for later use.
Send At: Set the exact date and time for the campaign to be sent.
Advanced Recurring: If enabled, you can schedule the campaign to recur at regular intervals.
Daily Sending Window
Start Hour – Define the daily start time for email delivery.
Interval – Set time intervals for email batch sending.
Campaign Summary: Review your campaign settings, including:
Campaign name
List/Segment
From name and email address
Reply to address
Subject
Date added & Last update
Recipient count
After reviewing, click Save Changes and Send to launch your campaign.
Once your campaign is live, monitor the performance through the analytics section. Track open rates, click-through rates, and bounce statistics to optimize future campaigns.
To update a running campaign, follow these steps:
Before making any updates, the campaign must be paused.
Go to the Campaigns Page
Navigate to Campaigns from the dashboard.
Find the Running Campaign
Locate the campaign currently in Sending status.
Pause the Campaign
Wait for the status to update to Paused before proceeding.
Once the campaign is paused, you can edit its details.
Open the Campaign
Modify Campaign Details You can now update various campaign settings such as:
Subject Line
Email Content (Modify or replace the email template)
From Name, From Email, & Reply-To Email
Delivery Server
Save the Changes
Click Save & Update to apply the changes.
After updating, you need to restart the campaign.
Go Back to the Campaigns Page
Locate the campaign with the Paused status.
Resume/Send the Campaign Again
Option 1: On the Confirmation Page, click Send Campaign to restart sending.
Monitor the Campaign
Check the delivery progress and analytics to ensure the updates are correctly applied.
🔹 You Cannot Change the Contact List or Segment
While updating a running campaign, you cannot modify the assigned contact list or segment. The campaign will continue sending to the originally selected contacts.
🔹 Changes Apply Only to Remaining Emails
Any updates made (e.g., subject line, email content, sender details) will only affect the remaining contacts yet to receive the email. Emails that have already been sent will not be changed.
The campaign will resume from the exact point where it was paused, ensuring no duplicate sends.
While updating a running campaign, you cannot modify the assigned contact list or segment. The campaign will continue sending to the originally selected contacts.
By following these steps, you can pause, update, and resume a running email campaign without losing progress. 🚀
To access and configure these following options, simply click Show more options button during the campaign setup process. This expands the available settings and allows for more granular control over how you manage subscriber interactions
Click the Pause button in the Options column next to the campaign.
Click on the Campaign Name or the Edit button in the Options column.
Option 2: Click the Unpause sending button in the Options column to resume sending instantly.
