Creating a New Email Campaign

Guide to creating a new email campaign.

Step 1: Create a new campaign

You will log into the campaign dashboard. To create a new campaign, click "+ Create Campaign".

Now add a Campaign Name to signify what the campaign entails.

Step 2: Determine the start date/time

When do you want your campaign to start? Click on the calendar icon to choose your date. 

You will automatically see a clock face. Choose the hour you'd like to send your campaign.

The next clock face will only show 1/4 hour increments to choose from.  That is because the system scrubs for relevant data every 15 minutes. Please note you are unable to choose any number that is not bolded.

If you are sending a one-time campaign (next step), you will not need an end date/time.

Step 3: Choose the Campaign type

You have two options, one-time or automated.

If you choose one-time, then click "save" or "save & next" to keep going, or come back to the campaign later.

Step 4: Automated Campaigns

If you choose to send an automated campaign, you have the ability to set an end date & time to the campaign settings. You can leave this setting off if you want your automated campaign to run indefinitely. 

Next, choose how frequently you would like your campaign to run. This setting will look for customers who meet your criteria (automation or audience settings) depending on the frequency you choose.

You have the option to choose how often you will target customers for your automated campaign. Only once, or if deactivated your customers will qualify for campaigns as often as they fall into the selected criteria in future steps. 

Lastly, Click "save" or "save & next" at the bottom right side of your screen.