Send an Email Campaign

Reminder

Before you send any email campaign, you should build your groups.

How to create a group?

Step 1: Go 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.

Name your campaign and fill in reference details

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] or create a new one.

Give a [Subject] to the email.

Verify the sender name, sender email address and choose your recipients

Tips

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 .

Tips

You can modify the contact information of header and footer in [My Setup] > [Email Account]. Learn more about modifying email footer.

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.

Select the template you want in the drop down list

Tips

Learn more about how to create an email template.

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.

Method 3: Use the HTML Editor

Otherwise, you can create HTML email in the HTML editor directly.

Tips

The system 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 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.

Tips

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].

Tips

By default, you have already been included in the [Test Send Group]. Learn more about adding contacts to the Test Send Group.

Method 2: By Using Inbox Inspection

Use [Inbox Inspection] to preview your email in various email clients and devices with one 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.

Click to use [Inbox Inspection] — Click to use **[Inbox Inspection]**

Step 9: Advanced Settings

You can exclude contacts, modify notifications and tune other campaign configurations by clicking the [Advanced Settings] button.

Click to see [Advanced Settings] — Click to see **[Advanced Settings]**

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.

Enter [Label] for each URL — Enter **[Label]** for each URL

Step 11: Schedule the Campaign

Pending

If you are just drafting a campaign, you can choose [Pending]. All your settings will be saved but the campaign will not be sent.

Click to save, but not send the campaign

Start Now

You can choose [Start Now] to send the campaign immediately.

Click to save and send the campaign immediately

Schedule

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].

Tips

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.