Marketing
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Campaigns
Email Design Tool

Create a Marketing Campaign

1min

Within Campaigns, you can customize the title, "from" name, recipients, content, and timing of your next Marketing blast.

To start creating a Campaign, navigate to Marketing --> Campaigns.



Steps to setup

1

If this is the first Campaign, click Create your first campaign. Otherwise, select New Campaign.

2

Choose a name for your Campaign. This is for internal use and is different than the subject line for your email blast.

3

Choose a Template for your email design: You can choose from one of our preset options, a blank canvas, or use the base from an email you have sent in the past.

4

Choose the recipients: Under the section titled "To", select who will be receiving the blast. You can send it to all patrons in the database or a segmented group utilizing Audiences. Suggested Article: Audiences

5

Choose "From" information: Insert a Friendly-From name and an email that will receive any responses to the Campaign.

6

Choose the subject line: In the box provided, type the subject line you would like for the campaign. This will be what patrons see in the inboxes.

7

Edit the content of your email: Click Open Email Designer and edit the design of your Campaign. Suggested Article: Basics of the Marketing email design tool

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8

Save/Send: If you still need time to edit the overall Campaign, simply click Save as draft. When you are ready to send, choose the send time. You can send it immediately (email will be sent in the next ten minutes) or any custom date/time in the future. Once you click Set Live, the email will be sent at the date selected.

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