Create Email Campaign

How to launch an Email campaign?#

There are two steps in launching an Email campaign:

  1. Creating an Email template
  2. Scheduling the campaign to an user segment at a desired time

In this document, we shall see how to schedule an email campaign.

Step 1:

Navigate to your project and go to 'Engage' module.

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Step 2:

Click on ‘Outbound’ from the left panel and select Create campaign

Step 3:

Give a suitable name to the campaign and select Email. Navigate to the next step.

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Step 4:

Click on the radio button against the template that you want to use for the campaign. The list of templates you see are already created ones from the ‘Templates’ panel.

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Step 5:

Select the recipient type ( in this case email / emailID), Sender Email ID (from the list of configured sender Email IDs, map the variales with the values (the values will be that of ‘Users’ panel fields).


Navigate to the next step.

Step 6:

Choose the segment of the audience to whom you want to run the email campaign.

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If you want to create a new segment, you can.

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Here, ‘Tags’ is the field in the ‘Users’ table. For example, assume you have added the value ‘Webinar’ for the column ‘tags’ against 100 users in the ‘Users’ table. In this case, the newly created segment with the tag ‘Webinar’ will have a size of 100.

Step 7:

After choosing the segment, schedule the campaign immediately or typically for a later date and time.

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Launch the campaign.