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On this page
  • 1. Select the campaign tab ↴
  • 2. Name your campaign ↴
  • 3. Select your campaign type ↴
  • 4. Select your template ↴
  • 5. Customize your email template ↴
  • 6. Select your audience ↴
  • 7. Campaign Settings
  • 8. Send it.
  • Email Insights

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  1. PLATFORM
  2. Emails & Automations

Email Campaigns

How to setup an email campaign

PreviousDashboardNextAutomation Overview

Last updated 2 years ago

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IMPORTANT: Make sure that your is set up and that you have created your before starting this guide.

1. Select the campaign tab ↴

↳ Select start a campaign

2. Name your campaign ↴

3. Select your campaign type ↴

4. Select your template ↴

You can also create your template from scratch ↴

5. Customize your email template ↴

Style your email campaign ↴

6. Select your audience ↴

It's easy to send an email out to all subscribers or those in a certain segment - simply select the list and hit 'next'.

7. Campaign Settings

Crafting a compelling subject line is essential to get your subscribers to actually open the email. To make it even more personalized, use your CRM data while writing the subject line. For added assurance, you can always send yourself a test email to check if everything looks fine and all links are in place.

8. Send it.

After successfully sending your campaign to your subscribers, you can now access the email performance by clicking on the desired campaign.

Email Insights

Email Domain Connection
Email Lists
The dashboard provided will assist you in analyzing the performance of your email campaign. It enables you to view important metrics such as email opens, link clicks, and previews of the email content. Additionally, you can also identify those who unsubscribed from your mailing list and access other useful data.