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How to Create an Email Campaign

Email marketing remains a powerful tool to connect with your audience, promote your brand, and boost sales. An effective email campaign allows you to send targeted sequences of emails to nurture leads, convert prospects, and build customer loyalty. An email campaign is a series of emails sent to a specific audience. Email campaigns allow you to promote new products and special offers while informing your target audience about your brand.

This guide will walk you through the steps of creating an email campaign, from selecting the right email marketing platform to designing a professional email template.

In this article, we will discuss:

Selecting an Email Template

Follow the steps below to choose an email template for your email campaign.

  1. Click on Marketing on the left navigation menu, then select Email Marketing.
    Left navigation menu, click Marketing then select Email Marketing

  2. Within Email Marketing, you can begin creating an email campaign from the following options:
    1. Click the New Campaign button on the Dashboard.
      Click New campaign

    2. Click the Create Campaign button within Campaigns.
      Click Create campaign

  3. You can also create an Email Campaign within Campaign Ideas. Click Content on the left navigation menu, then select Campaign Ideas.
    Note: If you choose a template from Campaign Ideas, it will generate a template based on your chosen email template. Please proceed to Creating an Email Campaign for the next steps.
    Click Content, select Campaign Ideas

  4. Then, choose the type of email you want to send.
    Select Email Template

  5. Select a template to start editing your email campaign.
  6. After selecting a template, you must complete three steps to send an email campaign successfully:

Creating an Email Campaign

Note: To begin the Getting Started (Tour), click on the vertical ellipses in the upper right corner before editing your email template.

Getting Started (Tour)

Editing the Email Template

When editing the email template you've chosen, you can choose from the following actions:

  • On the left menu:
    • Sections – Select Recommended layouts or any category under All Categories to update specific sections of your email template.
      Email Template Sections

    • Themes – Change the color, font, and style of your entire email template.
      Theme option

    • Settings – You can choose from the following options:
      • Within the My Business tab, you can update your Address, Contact Information, and Business Hours.
        My Business Settings

      • Within the Social accounts tab, include the URLs of your social accounts in the email template footer.
        Social Accounts Settings

  • On the right menu:
    • Settings – Update each email template section's Layout, Elements, and Layout settings.
      Settings option

    • Background – You have the following options to select from:
      • Update the color of each section of your email template by clicking on the Color button.
        Updating the Background color:
        Background Option

      • Add an image to a specific section by clicking on the Image button, then the Select button. The Image Library will open, where you can add images from stock photos or upload images from your computer.
        Image Library:
        Image Library

      • Add an overlay color for each email template section by switching the Overlay toggle on. You also have the option to edit the opacity.
        Adding an Overlay color:
        Overlay option
         
        Note: Clicking on the Manage Colors link will take you to the Themes option.
  • On the email template:
    • Include a Subject line to make your email campaign more personal and appealing.
      Subject for Email Template

    • When you click on the logo, you will be presented with the following options:
      • Add a logo or upload an image by clicking on the image icon.
      • Attach a link to a web address, email address, phone number, or document by clicking on the link icon.
      • Change the size of the logo to Small (S), Medium (M), or Large (L).
        Logo Icons

    • You also have the following options in each email template section:
      • Change the layout by clicking on the right or left browse icons.
      • Add a section by clicking on the plus icons.
      • Move a section down by clicking on the arrow pointing downward. Down arrow icon
      • Duplicate a section by clicking on the duplicate icon. Duplicate icon
      • Delete a section by clicking on the trash icon. Delete icon

        Email Template Section Icons

    • You have the following options when editing texts:
      • Change the font style to Bold (B), Italic (I), or Underlined (U)
      • Add or remove a link
      • Change the font size
      • Change the font color
      • Add a placeholder
      • Use numbered lists
      • Use bulleted points
      • Use the AI Writer
        Text fields
         
        Important; To aid you in editing texts, you can use the AI Writer feature by clicking the AI WRITER button with the three-sparkling icon. Go to the Utilizing the AI Writer section to learn how to use this feature.
      • Placeholder option:
        Placeholder option
         
        Note: A placeholder is a value (for example, First Name, Last Name, Address Line, etc.) that will be replaced with your recipients' information once an email campaign is sent, making it more personalized.

  • On the top menu:
    • You can go back to the homepage by clicking on the house icon Home icon.
    • You can undo or redo your changes by clicking on the undo icon Undo icon or redo icon Redo icon.
    • You can save the edits you made and get back to them later by clicking on the Save button Save button.
    • You can change the email template view by clicking on the desktop icon Desktop Icon or mobile icon Mobile icon.
    • You can see a preview of your email template by clicking on the Preview button Preview button.
    • To proceed to the next step, click on the Next button Next button.

Adding Recipients

After editing your email template, you can add recipients by checking the boxes next to the lists or individual contacts to whom you want to send your campaign.

Select recipients

After adding recipients, proceed to the next step by clicking the Next button in the top-right corner of the page.

Sending the Email Campaign

You can now send out your email campaign after editing your email template and adding recipients for your campaign. You can choose from the following options:

Note: Fill out the necessary details under Campaign Settings and meet all the requirements in the Campaign checklist before sending or scheduling your email campaign.

Send Email Campaign

Note: If you are not yet ready to send your email campaign and want to return to it later, you can save your changes by clicking the Save and Close button.

Save Email Campaign

Send a Test Email Campaign

You can send a test email campaign after filling out the necessary details and meeting the requirements to send email campaign by following the steps below:

  1. Select the Send test button.
  2. In the pop-up window you can add up to three recipients and a personal message to the test email.
  3. Click the Send test button once you've added recipients and a personal message.
    Send Test Email

  4. In the pop-up window confirm that you sent the test email. If the message does not show up in your inbox, please check your spam folder.
    Test Email Confirmation

Schedule the Email Campaign

After you have completed the necessary details and met the requirements for sending an email campaign, you can schedule one by following the steps below:

  1. Select the Schedule button.
  2. When you want to send the email campaign, in the pop-up window you can change the Date and Time.
    Schedule Event Email

  3. After you've changed the Date and Time, click the Schedule button.
  4. A confirmation pop-up will appear, confirming your scheduled email campaign. You can also view your scheduled email campaign in your Marketing Calendar.
    Schedule Event Confirmation

Send the Email Campaign in Real-time

You can schedule an email campaign after you've entered all of the necessary information and met the requirements for sending one by following the steps below:

  1. Select the Send now button.
  2. In the pop-p window, click Send campaign, if you are certain you want to send the email campaign.
    Send Event Email

  3. Click the Send campaign button when ready to send your email campaign. A pop-up will inform you that your email campaign has been sent to your recipients. Your recipients may take up to 30 minutes to receive the email. You can also share your email campaign on connected social platforms (for example, Facebook) or view the web version of your email campaign in the pop-up.
    Send Event Email Confirmation

Email Campaign Template Types

The following are some examples of email campaign templates:

  • Announcement – Inform your audience about any new or updated products, services, or business.
  • Blog Post – Increases brand credibility, awareness, and conversions by sharing stories, thoughts, or insights on your website. It also aids in increasing website traffic.
  • Event – Persuade people to meet with you to promote your business, share insights, obtain more leads, and so on.
  • Newsletter – Keeps your audience up to date on what's going on with your brand, product, and/or services.
  • Product Share – Increases awareness of a specific product or service by demonstrating to your audience what makes it unique and how it can benefit them.
  • Sales – Increases sales by informing your audience of the most recent sales offer.
  • Postcard - You can reach a specific audience with promotional print pieces such as coupons, announcements, and other offers.

Utilizing the AI Writer

Follow the steps below on how to use the AI Writer when editing texts in the text field.

  1. After clicking the AI Writer button, you will see a minimized page pop up on your screen. Click the Optional drop-down to see more important options, as seen in the image below.
    AI Writer
    1. Post Topic – Enter a brief topic on the post you want to create.
    2. Language – Find all the available languages you can use by clicking on the drop-down. The default language set is English.
    3. Keywords – Enter keywords to aid you in generating ideas. To add it, press the Enter key on your keyboard. You may add multiple keywords.
    4. Tone – Choosing a tone will help determine how your blog would sound to the audience. You can add multiple tones by clicking on the provided field and selecting the tone you want. The default tone selected is Professional.

    Once all fields are filled out, click WRITE MY IDEA and the result will be automatically generated.
    Click WRITE MY IDEA

  2. The text field will be filled with the generated texts. You can edit the generated texts by removing/adding texts that you want.
    Text Field
Note: To learn more about how the AI Writer feature works, visit AI Writer—How It Works.

Review

Email campaigns remain a cornerstone of successful marketing. They enable businesses to connect to their audience, nurture leads, and drive conversions. By leveraging email marketing platforms and well-crafted templates, businesses to effectively engage to their audience and achieve their marketing goals.

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