How To Create And Send Out Your Campaign
SendX
Updated on Dec 02, 2024
This tutorial will guide you through the process of creating and sending out a campaign using the team dashboard.
From the team dashboard, click on the Campaigns tab in the top navigation bar.
Select the option Newsletters.
On the newsletter page, click on Create Newsletter.
You will be taken to the sender page.
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.
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.
Select the recipient contacts from the drop-down menu.
Optionally, select contacts to exclude from receiving the mail.
Click on 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.
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.
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.