---
title: Create a Marketing Campaign
slug: create-a-marketing-campaign
description: Learn how to set up a successful marketing campaign with this comprehensive document. Discover step-by-step instructions on customizing the campaign's title, recipients, content, and timing. Find valuable insights on selecting templates, setting "from" in
docTags: 
createdAt: 2023-06-10T13:43:33.000Z
---

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 set up

:::::WorkflowBlock
:::WorkflowBlockItem
If this is the first Campaign, click **Create your first campaign**. Otherwise, select **New Campaign**.

![](https://api.archbee.com/api/optimize/hZcZIA5As4EsukOh0OMVE/ZcAXu6KDcRmD0QG2YpZ-D_screenshot-2026-10-02-at-100611-am.png)
:::

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

From here you will also enter:

- **The Audience** (Choose from your created audiences. To create an audience, visit Patrons -> Audiences.)
- **From Name **(The sender name that will appear on this email.)
- **Reply-To Email** (The sender email to properly route replies.)

![](https://api.archbee.com/api/optimize/hZcZIA5As4EsukOh0OMVE/Yu13FHjp1BE1E0JlCAuqU_screenshot-2026-09-15-at-122352-pm.png)
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:::WorkflowBlockItem
Under Email Content, you can enter the **Subject Line** and select a **Template**.

Choose a Template for your email design by clicking **Select Template.**

![](https://api.archbee.com/api/optimize/hZcZIA5As4EsukOh0OMVE/1_K55fG7HDYXtkRhbtfmZ_screenshot-2026-09-15-at-122511-pm.png)

You can choose from one of our preset options listed under **Starters **or use the base from an email you have sent in the past using **My Campaigns.**

![](https://api.archbee.com/api/optimize/hZcZIA5As4EsukOh0OMVE/DJ5jovkSWg8AjJmyj13Sa_screenshot-2026-09-15-at-122535-pm.png)
:::

:::WorkflowBlockItem
Once you have selected your template, you will be able to open and edit that Campaign in the editor by clicking **Open Email Designer**.

![](https://api.archbee.com/api/optimize/hZcZIA5As4EsukOh0OMVE/KQv103R4cA2-LujmFwsrx_screenshot-2026-09-15-at-123227-pm.png)

*Suggested Article*: [Basics of the Marketing email design tool](docId\:PKvSE07qzZSIPOVCZOtdt)
:::

::::WorkflowBlockItem
Finally, you can adjust the **Sending and Scheduling**. 

You can send it immediately (an email will be sent within the next 10 minutes) or at a custom date/time in the future. 

:::hint{type="info"}
To send a test before you send the final draft, select **Send Test Email** and enter the Email or Emails -> **Send**.

![](https://api.archbee.com/api/optimize/hZcZIA5As4EsukOh0OMVE/icnvd6CgjSc0l3pOMdiUg_screenshot-2026-09-15-at-123620-pm.png)
:::

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. 

Once you click **Set Live**, the email will be sent on the date selected.
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