Send an Email Campaign
Before you send any email campaign, you should build your group(s).
- Navigate to "Create Email Campaign"
- Name Your Campaign
- Confirm Sender and Recipients
- Set Email Header & Footer
- Prepare the Email
- Personalize the Message
- Preview in Browser
- Preview in Email Clients
- Advanced Settings
- Track Click-throughs
- Schedule the Campaign
Step 1: Navigate to "Create Email Campaign"
Enter the Campaign section, click Create Email Campaign at the top right corner.
Step 2: Name Your Campaign
Name your campaign and fill in optional Details for your own reference.
Step 3: Confirm Sender and Recipients
Verify if the default sender name and sender email address are correct or change if necessary.
Choose your prepared Group(s) or create new one(s).
Give a Subject to the email.
To choose multiple groups, press and hold the Shift or Ctrl key.
Step 4: Set Email Header & Footer
Choose the message body format, alignment and language of pre-generated header and footer .
You can modify the contact information of header/footer in My Setup > Email Account. To get more details, please click here.
Step 5: Prepare the Email
Method 1: Reuse Email Template
If you will send campaigns with similar content regularly, you can:
Click the Create Email Template button in the Email Template field to create a new email template.
Choose from an existing email template.
Wondering how to create an email template? Click here.
Method 2: Copy from Online Version
If someone has already prepared the content and put it onto your website as the online copy, you can grab it directly. Remember to specify its original "Character Encoding" for proper content grabbing.
For security reason, our system blocks right click of your mouse. Please use Ctrl + V to paste your URL.
Method 3: Use the HTML Editor
Otherwise, you can create HTML email in the HTML editor directly.
SalesCatalysts.com provides some free templates to you. You can click Free Templates inside the HTML editor, choose one and add your own content.
Step 6: Personalize the Message (optional)
If you want, you can personalize the message with data fields. Choose field(s) and insert its code into the right position.
Step 7: Preview in Browser
Now you can click Preview to verify the content in the browser.
You can click Spam Analysis to do a spam check. You can modify the content according to its suggestions to avoid your email becoming a spam.
Step 8: Preview in Email Clients
Different email clients render email differently, so you need testing.
Method 1: By Using Test Send
Click the Test Send button to send a testing version of your email to your Test Send Group.
By default, you have already been included in the Test Send Group. If you want to add people to this group, please view:
Method 2: By Using Inbox Inspection
Use Inbox Inspection to preview your email in various email clients and devices with a single click. Your message will be passed to our Partner "Email on Acid" to render different inbox preview images.
In Preview page, click the Inbox Inspection button.
Step 9: Advanced Settings
You can exclude contacts, modify notifications and tune other campaign configurations by clicking the Advanced Settings button.
For details on Advanced Settings, please check here.
When everything looks great, click Next.
Step 10: Track Click-throughs
If there are hyperlinks in the email content, you can track clicking of them and give labels (to ease report reading) correspondingly.
Step 11: Schedule the Campaign
If you are just drafting a campaign, you can choose Pending. All your settings will be saved but the campaign will not be sent.
You can choose Start Now to send the campaign immediately.
Otherwise, you can choose Schedule to start the campaign at a later time.
Estimated End Time
If you select Start Now or Schedule, the system will estimate the end time of you campaign. You can click Adjust to alter the send speed and end time if you like.
When everything is ok, click Save.
You can also set up Send Periods. Campaigns will be limited to run within Send Periods only or otherwise suppressed automatically. To set them up, please view: Delivery Timetable.