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Creating an email campaign

Within this section you can find: 

  • Creating your campaign
  • Campaign performance
  • Individual subscriber performance tracking

Select campaign tab

Name your campaign

  • Create Campaign

Select your template

Or, Create a template from scratch

  • Drag and drop builder
  • Text email
  • Custom HTML template

Edit your email template

Select from numerous pre-built block designs and simply drag into position.

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Email styling

Set your email background colour to adjusting the width.

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Select your audience

Whether you need to send an email to an entire list of subscribers or a segmented audience, simply select and go next.

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Campaign settings

Add a catchy subject line to ensure your subscribers open your email. Include your CRM properties to personalise the subject line too.

If you need to send a test email, to check out your design and all links go to the right place, go ahead and send yourself a test email.

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and send it...

Send your campaign right now or schedule it for a later date and time.

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Checking your insights

Once your campaign has successfully been sent to your subscribers, you can now view the email performance. Simply click on the campaign you want to view:

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To analyse your email campaign performance, this dashboard will help you view:

  • Email opens
  • Link clicks
  • Preview - so you can remember what the email contained
  • Who unsubscribed 
  • and more...

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Individual subscriber performance

If you want to view how a specific subscriber is engaging with your email campaigns, you can head:

  • to the CRM/Contacts tab > select the subscriber > then select the marketing details tab - as highlighted below.