Email campaign creation and management is essential to your business, that is why we have invested in enhancing our platform to bring you a best-in-class experience with sending and managing email campaigns.
How to access your email campaigns? Under our new left-slide Navigation, go to Campaigns category, and select Email Campaigns.
Here's a screenshot of the Email Campaigns page.
All the functionality and information that was displayed on the legacy Email Campaigns page is still available but may have a new look or location. Some noticeable changes we’re proud of are:
- We have combined the buttons “New Campaign” and “New A/B Campaign” into a single call to action “Create Campaign” which is found at the top right of the screen.
- Added the page title for convenience.
- Campaign Actions such as editing, deleting, and duplicating campaigns are now available under the action column.
- New filtering email campaigns by attributes such as campaign status (Scheduled, Draft, Sent) or campaign type (Reoccurring, A/B Campaigns, Journeys) through a drop-down.
The following screenshot shows the filtering options:
The following screenshot shows the action menu for a campaign:
Campaign Creation Process
In this release we have streamlined the process to create an email campaign.
Starting by combining the call to action to create an Email Campaign and an A/B campaign into one button. Once clicked, users will be able to select which campaign they want to create. In this release we have not changed the process of creating an A/B Campaign – improvements to this process are to come in a future release.
The following screenshot shows the campaign creation launch page on which you can select the type of email campaign that you want to create:
Now, the process of email campaign creation is logically divided into four steps. While you are required to fill out the mandatory fields to move to next step, you can use the breadcrumb trail to move back and forth between the steps. Let's learn more about the changes!
Step 1: Campaign Details
In step 1, you fill in the campaign-specific details and sender information. The following screenshot shows the step 1 in campaign creation process:
Step 2: Contacts
In step 2, you select the contacts to whom the campaign is sent and contacts from whom the campaign is suppressed.The following screenshot shows the step 2 in campaign creation process:
Step 3: Content
In step 3, you select the content for your campaign. On this page, you can also see a preview of how the content is potentially rendered in various environment. You must check the spam score before you can move to the next step. The following screenshot shows the step 3 in campaign creation process:
Step 4: Schedule
In step 4, you select the scheduling method. On this page, you can also test the campaign by sending a test email. You can only confirm scheduling or sending after reviewing the campaign. The following screenshot shows the step 4 in campaign creation process:
After successful scheduling or sending your campaign, you will see a success message. The following screenshot shows a success message after a campaign called "Event Invitation" was successfully scheduled: