Getting started: Sending your first email

To start creating a new email campaign, hover over ‘Campaigns’ on the navigation bar and select ‘Campaigns’ from the dropdown.

Then, click ‘Create Campaign‘ in the top right corner.

This takes you into the ‘Campaign Detail’ page, where you are asked for some basic information.

When you're done, click ‘Save‘ at the bottom of the page to start the 5-step process of sending your email:

Creating a new email campaign: The 5-step creation process

Creating and sending an email is split into 5 different stages. 

At each stage of the build, you can see which steps you have completed and which are outstanding.

You can click on each of the numbers at any time to navigate through the process.

The blue circles will show an outline when you have started a stage, and become full when you have completed a stage.

Step 1: Subject

On this page you can specify:

  • Subject line – A line containing 60 characters or less which will be displayed to the subscriber when they view their list of emails in their inbox. 
  • From name – The name that your email will appear to come from.
  • From address – Your sending address/domain where the email will be sent from. You should use a custom domain if you want to ensure your campaigns are fully branded. If you haven’t got a custom domain inside your account, please contact your Account Manager for further information.
  • Reply-to address (optional) – You can enter an email address where any replies will be forwarded to. Without this, your email replies will be stored in the platform by default. You will be able to view these in the email’s reports.

Click ‘Save & Continue‘ at the bottom of the page to move onto the next step.

Step 2: Design

Choose your template for your design. You can either start your design from scratch or you can choose from a layout, a theme (a prebuilt template), or a template you have saved previously.

Click on the tick under the template you choose to open the email editor.

You can then customise your email design with different content blocks.

Once you have finished your design, click ‘Save & Continue‘ to move onto the next step.

Step 3: Recipients

You can now choose which contacts to send your campaign to.

Choose a list, a segment, or both.

Step 4: Test & Schedule

Here you can specify when you want to send your email campaign.

You can also send a test email so you can preview your email in the inbox before you send.

You might also want to carry out an Inbox Check. This is more of an in-depth test because it will show how your email will render on different devices and email clients.

When you’re happy, click ‘Save Schedule & Continue‘ to move on to the final step.

Step 5: Confirm & Send

At this final stage, you will be able to see how many sends you will have remaining after sending the email.

You will also see a checklist to see if there any changes we suggest making before sending your email. For example, if you haven’t included an ‘Unsubscribe’ link in your email, you will be prompted to return to the editor to add the link.

Once everything is completed, click ‘Confirm & Schedule Send‘ at the bottom of the page. Your email will either be sent immediately, or it will send at the scheduled time that you previously selected.

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