Create a campaign

The campaign wizard has five steps: Recipients, Setup, Template, Schedule and Confirm. Your progress is saved at each step, so you can come back to a draft later.

Choose a campaign type

1. In the left sidebar, click Campaigns.
2. Click Create campaign.
3. Pick a type and click Create:
   • Regular Campaign: a designed HTML email. This is the one most people use.
   • Plain Text: a text-only email, with no design.
   • A/B Test: try different versions and send the winner. See Run an A/B test.

Step 1: Recipients

1. Choose a Mailing list.
2. Optional: choose a Segment to send to only part of the list. If you don’t, the campaign goes to the whole list.
3. To send to more than one list, click Add another list.
4. Click Save & Continue.

Step 2: Setup

1. Enter a Campaign name. Only you see it.
2. Enter the Email subject. Type {{ to insert a merge tag such as the first name.
3. Set the From name, the From email and, if you want replies to go elsewhere, the Reply-to email.
4. Optional advanced settings:
   • Track opens and Track clicks: record who opens and clicks. Keep these on to get full reports.
   • Tracking domain: use your own tracking domain for links, if you have set one up.
5. Click Save & Continue.

Step 3: Template

1. Pick a design from the Template gallery. You can switch between System templates and My templates. To use your own code, open Your Custom HTML.
2. Click Open email builder to edit the design. See Use the drag-and-drop email editor.
3. Fill in the Preheader text: the short line shown after the subject in the inbox. Keep it under 100 characters, and click Save.
4. Optional: add Attachments.
5. Check the Inbox score panel. See Check your inbox score.
6. Click Continue to Schedule.

If AI writing is available on your account, you can also use Write with AI on this step. See Write with AI.

Step 4: Schedule

Choose Send now or Schedule for later. See Schedule a campaign.

Step 5: Confirm

Check the Campaign summary and the Pre-flight checklist, send yourself a test with Send test email, then click Launch Campaign.

Manage campaigns

On the Campaigns page, use the tabs (All, Drafts, Scheduled, Sending, Sent, Paused) to find a campaign. The menu at the end of each row has:

• Edit and View report
• Replicate: copy the campaign under a new name.
• Pause and Resume
• Resend: send again to people who didn’t open, who opened but didn’t click, or who didn’t receive it.
• Send test email
• Archive and Delete

Related

• Schedule a campaign
• Send a test email
• Check your inbox score
• Read your campaign report