Set Up a Campaign

Create an email campaign by adding campaign details, designing the email, selecting recipients, reviewing the setup, and scheduling delivery.

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Before you start

Prepare the following before creating a campaign:

  • Campaign name and sender details.
  • Reply email address.
  • Subject line ideas, including any Dynamic Tags or Emojis you want to use.
  • Email design, HTML content, or a template selection.
  • Recipient list for the campaign.

Create a campaign

  1. Open Create A Campaign
    Click Campaign on the menu bar and select Create A Campaign.

  2. Enter campaign details
    Fill out the mandatory campaign fields and click Save & Next.

    FieldDescription
    Campaign NameName used to identify the campaign.
    Sender's NameName shown as the sender.
    Sender's IDSender identity used for the campaign.
    Reply emailEmail address that receives replies.
    Subject LineEmail subject line. You can optimize it with Dynamic Tags and Emojis.
  3. Design the email
    Create your email using the Drag and Drop Design-Builder or Simple HTML Text Editor. You can also choose from popular templates for faster email creation.

  4. Customize the template and select recipients
    Customize the email template based on your campaign needs. Select the recipient list for the campaign and click Save & Next.

  5. Review the campaign summary
    Open the Review Summary to check all campaign details. Run a Spam Test and review the analysis before sending the emails.

  6. Preview and schedule the campaign
    Run a Live Preview for a final check. Select Schedule Now or Schedule Later based on when you want the campaign to run.

  7. Track campaign progress
    After the campaign goes live, check campaign updates from your dashboard.

Your campaign is live after successful scheduling. Use the dashboard to monitor campaign progress and updates.



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