Email: Creating a New Email CampaignΒΆ
Click in the ribbon
Click Campaigns
Click Email
Click in the upper right hand corner
Choose a program
Enter a campaign title
Select if the email campaign is for Marketing purposes or if it is Transactional (the contact has purchased or been registered for a service)
If you select Marketing, your email campaign will be delivered only to contacts who have consented to receiving emails from the program
Select an option for choosing to which contacts your email will be sent
Contacts that meet custom criteria: Create a custom filter and add all contacts that satisfy the criteria
Contacts in a saved filter: Add all the contacts that satisfy the criteria of a filter you have previously created and saved
Contacts in a topic: Select a topic to add all the contacts in the topic
Contacts in a list: Select a list to add all the contacts in the list
Specific contacts: Individually search and select contacts you would like to add
Choose either an already created Global template (Image Masthead, Plain Text, or Video Gallery) or a template you have created displayed under Program
Choose a sender
Choose an email address that recipients will write to if they choose to reply to your campaign
Enter an email subject
Click Save