How to Create and Send Out Your Campaign

This tutorial will guide you through the process of creating and sending out a campaign using the team dashboard.

Step 1: Access the Campaigns Tab

• From the team dashboard, click on the Campaigns tab in the top navigation bar.
• Select the option Newsletters.

Step 2: Create a Newsletter

• On the newsletter page, click on Create Newsletter.
• You will be taken to the sender page.

Step 3: Set Up Campaign Details

• Provide the name for the campaign (for internal identification only).
• Enter the subject line for the campaign (this will be displayed in the recipient's inbox).
• Optionally, add an emoji to the subject line.
• Provide the preview text (a small description that appears after the subject line).
• Select the sender from the drop-down menu under "Who is this from".
• Click on Next.

Step 4: Design Your Newsletter

• If you have existing templates, they will be displayed in the top section.
• If not, use the empty template or choose from the existing library.
• Search for templates using the search input or category drop-down.
• Make changes to your template in the drag and drop editor screen.
• Test send your mail before sending it out to customers.
• Click on Save and Continue.

Step 5: Select Recipients

• Select the recipient contacts from the drop-down menu.
• Optionally, select contacts to exclude from receiving the mail.
• Click on Review and Confirm.

Step 6: Review and Confirm

• Review the complete summary of your campaign, including subject, sender details, design, content, and recipients.
• Make any necessary edits by clicking on the edit option or navigating back to previous screens.
• Click on Next to proceed to the schedule screen.

Step 7: Schedule Your Campaign

• Choose from multiple scheduling options.
• For immediate sending, select the Send Now option.
• Click on Send and confirm by selecting Submit on the confirmation box.

Step 8: Monitor Campaign Status

• Once sent, the campaign will enter a scheduled state.
• View the scheduled time, number of contacts sent to, opens, and clicks.
• The status will update from scheduled to sent once the campaign is dispatched.

That's it! Thank you for watching.