1. Click Campaigns in the top navigation bar of your account.
  2. Click create campaign.
  3. Choose the type of campaign you'd like to create (in most cases, you'll want to start with a regular ol' campaign, so the rest of the instructions are based on that choice).
    Create campaign
  4. Select the list to send the campaign to by clicking the radio button to the left of the list name.
  5. If you want to send to your entire list, click next or send to entire list to proceed to the next step.
    Choose your list
  6. If you only want to send your campaign to a segment of your list, click send to segment and set your conditions. Then, click use segment to proceed to the next step.
    Send To Just A Segment Of List
  7. In the Setup step, on the left side, set your campaign info:
      Set up campaign info
    • name your campaign: A personal name so you can remember your campaign. Your recipients won't see this information.
    • message subject: The subject line of your campaign that recipients will see. To start, this will be filled with the default subject line for the list you're sending to.
    • from name: The person, or company, that the email is coming "from." Choose something that your subscribers will instantly recognize, like the name of your company.
    • reply-to email: This is the email address where replies to your campaign will be sent.
    • personalize the "To:" field: Choose whether to use *|FNAME|* to put your recipient's name in the "to" field of the email. By default, the *|FNAME|* field is pre-filled here, but you can specify any mergetags you'd like. Here is more information on personalizing your "To:" field.
  8. Set your tracking and social networking options on the right side of the Setup step.
    Click info next to an option for additional information.
    Set up campaign details and tracking
  9. Click next to proceed to the Design step.
  10. Choose a category of templates. Not sure where to start? Click here for some ideas about which template to use.
    Choose your template or import method
  11. Once you've selected a type of template, choose a template that you want to use for your campaign.
  12. Click the magnifying glass underneath any template thumbnail to see a preview of that template.
    See A Preview of A Template
    NOTE: Any templates that you've previously saved or imported will appear under My Templates. You can also copy/paste HTML, upload a .zip file, or choose Code Custom Templates and create a custom template. If you want your template to be editable in the campaign builder, use our Template Language in your HTML. More tips on HTML coding for email.
  13. Click Select to choose a template. The page will refresh and show the template layout with some placeholder text and styles.
  14. Click show style editor to begin specifying the default styles for your campaign. This will display a series of tabs for the various content areas of your campaign.
    Show style editor
  15. Choose a sub-heading to make changes to specific items within the chosen content area.
    Here the "header" tab is selected and the "preheader link" subheading has been selected. The text color, font weight, and text decoration for links in the preheader can be changed. A solid red box will appear around any text being changed with the current selections.
    Set styles in the style editor
  16. Hover over any area in the template with a dashed line around it. In the upper right corner, the editing options will be displayed for that region.
    Edit your text and image content
  17. Click in a text area to open the Edit Your Content window.
    Content editor
  18. Edit or add content for this region. (Tips for editing content.)
  19. Click save now to save your content for this region.
  20. Once you've added or edited all of your content, preview the campaign by clicking on the popup preview button.
    Popup Preview
  21. Click next to move to the next step in the campaign builder.
  22. Look over the plain-text version of your campaign. The plain-text generator will automatically convert the links and content from your HTML campaign to a plain-text version. Here's some information about why you should include a plain-text version.
    plain text version
  23. If you've made edits to the HTML version of your campaign, click the Copy text from HTML button to re-generate the plain-text content.
  24. Click next to continue to the Confirm step.
  25. Review the pre-delivery checklist presented in the Confirm step If anything is missing from your campaign, it will be noted on this screen.
    Pre-Delivery Checklist
  26. Click resolve to be taken directly back to any area that needs attention or edit to return to something you want to change. On those steps, click next to progress through to the final step again.
  27. Click the popup preview button on the last page to see a preview of your campaign.
  28. Send a test of your campaign to several email addresses to see how the campaign will look upon delivery. Here are some additional campaign testing tips.
  29. Once any missing items have been resolved and the campaign looks good, you can send or schedule your campaign at the bottom of the page using the send now or schedule button.
    Send Now And Schedule Delivery Buttons
  30. Hint: If you're scheduling your campaign, the timezone being used for scheduling will appear just below the time selection boxes.


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