In Step 1, you need to fill in various information about your campaign. These settings form the basis of your send-out and affect its content, recipients and send time. This guide takes you through all the fields on the page, one at a time.
Step 1: Select campaign type
Start by choosing which channel to send your campaign through. You can choose between:
- Email: the campaign is sent as an email
- SMS: the campaign is sent as a regular text message
- SMS+: the campaign is sent as an SMS with a link to a landing page that the recipient can click through to
Step 2: Select the send type
Then choose how you want to send the campaign:
- Regular campaign: sent out once
- Recurring campaign: sent out multiple times according to a fixed pattern.
- AB split test campaign: Test different parameters on an A and a B variant. Read more about the AB split test here.
If you choose recurring campaign, you get access to a number of extra options:
- First send date: Select the date on which the first campaign will be sent out.
- Send time: Select what time the recurring campaign should be sent.
- Repeat on: Select whether the campaign should be sent on a weekly or monthly basis.
- Start and end date: If you set this to Yes, select a date for the campaign to start and end.
- Select days: Select which days of the week to send the campaign.
Step 3: Select recipient list and segment
Select the Recipient list to send the campaign to. You can only send to one list at a time.
Note: If the field is gray, it may be because you have not yet created a recipient list or the list does not contain mobile numbers (relevant for SMS campaigns). Read more about recipient lists.
If you want to add a segment to the send-out, you can do so here. You can choose an existing segment by clicking the arrow or create a new one by clicking +. Read how to create a segment here.
When you add a segment to the campaign, the Number of recipients in the right corner will reflect the selected segment.
You can also choose not to add a segment. In that case, the campaign will be sent to all recipients on the list.
Step 4: Name the campaign, add labels and add it to the archive
Give the campaign an internal Campaign name so you can easily find it again. The campaign name will appear in the campaign overview.
Note: The campaign name is for internal use only. The recipient will never see it.
Tags make it easy to find and group campaigns later. You can find tags under filtering, where they help you find an existing campaign.
To create a label, click the field, type the name of the label in the search field, e.g. Sale, and press Enter. If you want to add a label that has already been created, simply search for it and select it.
Note: If you want to use multiple words in one label, put quotation marks around them – e.g. “offer dog food”.
If you want to add your campaign to an external page where everyone can access your campaigns, select yes to adding it to your archive.
Step 5: Write the subject line and preheader
If you’ve chosen an email campaign, you need to fill in a subject line. The subject line is the first thing your recipients see, so make it catchy and make them curious.
You can use merge fields by clicking { } to insert dynamic information about the recipient or sender. Read more about merge fields.
Note: Symbols and emojis (e.g. ❤, <3, à) are supported, but the display may vary from email client to email client. For example, Outlook does not show flag emojis. Always test your subject line in multiple clients before sending. Symbols also increase the risk of the campaign being marked as spam.
Then fill in the Preheader, which will appear below the subject line. The preheader serves as an additional introduction to the content of the email and is used to support the subject line and create more interest in opening the email.
In the preheader, you can also add merge fields by clicking { }.
The preheader does not need to be filled in, but we recommend filling it in to tell the recipient more about what the email is about.
An example of a subject line and preheader could be:
- Subject line: Get 20% off your favorites
- Preheader: Offer valid this weekend only – see the selection here.
Step 8: Choose the send time and sender
Choose when to send out the campaign.
Finally, select Sender. You can select the senders you have created under Sender profile.
Note: If the field is gray, you have not yet created a sender profile. You create it under Account settings –> sender profile. Read how to create a sender profile here.
You will find “Reminder” under Email settings. With the reminder, you can set up an automatic follow-up to the contacts who did not open your email within a given period. In practice, a campaign is created with a specified send time and a segment that targets recipients who did not interact with your email.
Step 9: Save
When you have finished setting up the campaign settings, click Continue to go to step 2 and set up the campaign.
You can click Save and exit at any time if you can’t finish the campaign now or don’t yet know when to send it out. The campaign will be saved as a draft, and you can return to it later.
Ready for the next step
You have now filled in all the basic information for your campaign – from campaign type and recipients to sender and subject line. This means the foundation is in place and you’re ready to design the content itself.
Jump to the Step 2 guide and get started building your campaign.