Email: Creating a New Email CampaignΒΆ

To create a new email campaign, follow the steps below.
  1. Click in the ribbon

  2. Click Campaigns

  3. Click Email

  4. Click in the upper right hand corner

  5. Choose a program

  6. Enter a campaign title

  7. 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

  8. 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

  9. Choose either an already created Global template (Image Masthead, Plain Text, or Video Gallery) or a template you have created displayed under Program

  10. Choose a sender

  11. Choose an email address that recipients will write to if they choose to reply to your campaign

  12. Enter an email subject

  13. Click Save