Creating a New Campaign
Campaigns are how you send emails (either single messages or multi-step sequences) to your contact lists. Here's how to create your first one:
1. Navigate to Campaigns
Click on Campaigns in the main navigation menu.
2. Start a New Campaign
Look for a button like "Create Campaign" or "New Campaign" and click it.
3. Basic Campaign Setup
You'll typically need to configure these initial settings:
- Campaign Name: Give your campaign a clear, descriptive name (e.g., "Q3 SaaS Outreach - US", "New Feature Announcement"). This is for your internal reference.
- Select Sender(s): Choose the verified sender email account(s) you want to send this campaign from. You might be able to select multiple senders to rotate through.
- Select Contact List(s): Choose the contact list(s) containing the recipients for this campaign.
- (Optional) Exclude Lists: You might be able to specify lists of contacts to exclude from this campaign (e.g., existing customers, unsubscribes).
4. Create the First Email Step
Now, you'll create the first email message in your campaign (even if it's the only one):
- Subject Line: Write a compelling subject line. You can often use personalization tags here (e.g., `Hi `).
- Email Body: Compose your email content in the editor provided. Use the formatting tools and insert personalization tags (e.g., ``, ``) where needed to make the email relevant to each recipient.
- (Optional) Unsubscribe Link: Ensure an unsubscribe link is included (this is often added automatically, but verify).
- (Optional) Tracking: Confirm that open and click tracking options are enabled if you want to measure engagement.
5. Configure Sending Schedule & Options (Sequence Step 1)
- Delay (for Step 1): Since this is the first email, the delay is usually 0 (send immediately after launch) or a short delay if preferred.
- Sending Window: You can often specify the days of the week and times of day during which emails for this step should be sent (e.g., Monday-Friday, 9 AM - 5 PM in the recipient's timezone if supported, or a specific timezone).
- Send Interval: Define the minimum time between sending emails from the selected sender(s) to avoid overwhelming servers (e.g., send one email every 30-60 seconds).
6. Adding More Steps (Optional)
If you want to create a sequence (follow-up emails):
- Look for an "Add Step" or "Add Email" button.
- Compose the subject line and body for the next email.
- Set the Delay for this step (e.g., wait 3 days after the previous step was sent).
- Configure the Sending Window and Interval for this specific step.
- Repeat for any additional follow-up steps. See the Building Email Sequences guide for more detail.
7. Review and Launch
- Carefully review all campaign settings, sender/list selections, and email content for each step.
- Look for typos, broken personalization tags, or incorrect delays.
- Once you are satisfied, find the "Launch", "Start Campaign", or "Save & Activate" button to begin the sending process according to your schedule.
Monitoring
After launching, you can monitor the campaign's progress and statistics in the Campaigns section or the Analytics area. See Understanding Campaign Analytics.
