The "Drafts" section lets you store and edit your ongoing drafts with access to the latest versions.

Create a new Campaign:

Within the Campaigns section, there is a button labelled "New". Click on it to start the process of creating a new campaign.

When clicked, it will prompt you to select a campaign type, name and tags:

Campaign name:
-This name will appear on internal insights, reports and templates

Tags:

-Tags you wish to use for your Campaign ("Tags' are designed to make it easier to search, filter and sort).
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Select a campaign type:

-Campaign Email

-Lets you send a campaign to one of your audiences.

-Direct Email

-Lets you send a text-based email to all the members of any audience

-Text Message

-Lets you send an SMS message to all contacts of any audience. If you do not see the SMS option, your system may not be set up to send SMS. Please contact a member of the team if this is something you are considering.

Let's start by selecting 'Direct Email'. The next stage is 'Compose'.

In the compose page you can start typing out your email. Notice the drop-down menu in the top right 'Use a merge tag'. Use merge tags to personalise every email that is sent out.

Now let's populate some of these fields. We will also use a Merge Tag to personalise it to every contact we send it to.

If you want to learn more about "Merge Tags" please refer to this article:
​Merge Tags for Email

When you're happy with your email, just click 'Next' or 'Save Draft' if you want to come back to it later.

We can now choose the recipients for the campaign:

Select an audience from the list or create a new one from the button labelled "Create New Audience".

When you 'Create New Audience', please note that these are single-use 'on-the-fly' audiences. You will not be able to save an 'on-the-fly' audience. If you would like to use an audience multiple times, please consider creating it in the Audience section - read more about that here.

When the recipients are selected we can go to the preview screen:

From this point, we can select the sender of the email, the subject, CC/BCC system users, and even send a test email.

Is everything appearing as expected? If so, let's proceed.

The next step is to Launch the campaign

Once you've decided to hit Send or selected a time to schedule. Select the 'Launch campaign' button and everything will be ready to go.

Campaign Email:

When "Campaign Email" is selected, we will be redirected to a new screen where we can choose 1 of 4 options:

​-Email Templates

Lets you create an email using existing templates. Templates can be created in the Template section - view our article on that here.

-Import Email via ZIP

Allow you to import your HTML email template + images via ZIP to edit HTML only

The following structure is required when uploading the ZIP:
1. A folder containing the images included in the HTML
2. A file outside of the image folder, called index.html

-Basic Template

Gets you started quickly with a simple basic template

-Blank Canvas

You can build your email from scratch with the drag-and-drop editor

Once you're satisfied with your campaign content, simply choose your target audience and proceed to finalise the campaign for sending.

The subsequent steps share the same behaviour as the direct email.

Text Message:

Lets you send SMS messages to all contacts of any audience.

The subsequent steps share the same behaviour as the direct email.