Creating a email campaign requires preparation of the email template first then creating the campaign and adding recipients, selecting and adding merge fields to be applied to your prepared email template. Checking the recipients match your expected target audience and previewing the email camping before finally sending out for delivery.
- To open the Campaign view click {Connect} > {Communications} > {Campaigns}
- In the Quick button group click [Create New]
- Select the type of campaign from the list.
Create a New Campaign
- Enter the campaign title.
- Enter the From and From email address that will be displayed when the campaign email is received by the recipient.
- Select your prepared email message using the drop down list. Refer to How to Create an Email - EDM
- Add either an existing tracking code or create a new tracking code by selecting [Create New]. Refer to Creating and Editing Tracking Codes
- If a survey is to be included selected from the available list. Refer to Create a New Survey.
- Select the communication groups to be applied to the campaign for the purposes of managing delivery to recipients who have agreed to specific EDM's only. Refer to How to Create and Edit a Lookup
- Select if you are sure and that sending a campaign to an unsubscriber does not breach any local standards for email handling.
- Click [Save] to save and return to the Campaigns view.
- Click [Next] to move to the Recipients tab.
This tab allows you to add recipients by importing an Excel spreadsheet or by accessing a pre-prepared Database or by creating a new entry directly.
Now proceed to add recipients. See the article How to add recipients to an Email Campaign
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