How to Create an Email Campaign

How to Create an Email Campaign

Content:

1. Creating an Email campaign

2. Managing an Email campaign

This guide will walk you through creating an email campaign using Weezmo.

1. Creating an Email campaign

1. Click "Marketing"

Click "Marketing".

Click 'Marketing'

2. Click "Email"

Click "Email".

Click 'Email'

3. Email Campaigns List

The Email Campaigns List displays all existing Email campaigns by name, creation date, status, number of contacts, and unsubscribe precent.

Email Campaigns List

4. Click "Create New"

To create a new Email campaign, click "Create New".

Click 'Create New'

5. Choose template

Choose one of the existing templates to base a new email campaign on.

Choose template

6. Use previous email

You can also select a previous email campaign to base the new campaign on.

Use previous email

7. Sort templates

Use the "Sort by" field to sort the templates by upload date or name.

Sort templates

8. Search templates

You can also use the search bar to search for specific templates.

Search templates

9. Sort and search previous emails

Sorting templates and searching for templates can be done on previous emails as well.

Sort and search previous emails

10. Email Campaign Editor

The Email campaign editor allows users to build a campaign using content blocks and an easy-to-use interface.

Email Campaign Editor

11. Select text direction

Begin by selecting a text direction. This is important, as it affects the way content is displayed in the email campaign.

Select text direction

12. Email editor

Use the email editor interface to create your email campaign. For in-depth instructions on the email editor, view our other guides.

Email editor

13. Add unsubscribe link

In the Email editor, click a content block to which you want to add the unsubscribe link.

Add unsubscribe link

14. Add unsubscribe link

Click "Merge Tags".

Add unsubscribe link

15. Click "Unsubscribe Link"

Click "Unsubscribe link" to add an unsubscribe link. It's important to perform this step before sending your campaign.

Click 'Unsubscribe Link'

16. Add Coupon Code

You can also add coupon codes from the "Merge Tags" menu.

Add Coupon Code

17. Coupon list

Access the "Coupon Code" option.

Coupon list

18. Select coupon code

Select the coupon you would like to add to the campaign.

For additional information about managing and creating coupons, click here.

Select coupon code

16. Click "Next"

Proceed to the next step.

Click 'Next'

20. Enter campaign name

Enter a name for the campaign. This is only displayed for users, contacts receiving the campaign will not see this.

Enter campaign name

21. Enter sender name

Enter a sender name to display to the receiving customers.

Enter sender name

22. Sender Email

The sender email is displayed here. This can be edited in the Account Settings window.

Sender Email

23. Enter email subject

Input a subject line for the email between 1-70 characters.

Enter email subject

24. Enter email preview

Enter an email preview between 1-90 characters.

Enter email preview

25. Send to lists

Select contact lists to send this campaign to.

Send to lists

26. Select lists

Select lists from the dropdown menu, use the search bar to search for a specific list, or use the Select All and Unselect all buttons.

Select lists

27. Exclude lists

Optionally, you can select contact lists to exclude from this campaign.

Exclude lists

28. Select lists

Select lists from the dropdown menu to exclude from this campaign.

Select lists

29. Select send time

Select a timing for the campaign. Selecting "Now" will send the campaign as soon as the editing is complete.

Select send time

30. Schedule campaign

Click "Schedule" to schedule the campaign for a later time.

Schedule campaign

31. Select date

Click here to open the calendar display and select a date for the campaign to be sent.

Select date

32. Select tracking times

Use the Start date and End date fields to define a date range for the campaign performance tracking. This is optional.

Select tracking times

33. Total recipients

Here you can view the total number of recipients.

Total recipients

34. Test email

Enter an email address here, and click "Send test" to send a test message and see a preview of the campaign.

Test email

34. Click "Next"

Proceed to the next step.

Click 'Next'

36. Campaign summary

Here you can view a summary of the email and the defined settings for the email campaign.

Campaign summary

37. Send or schedule campaign

Click here to schedule the campaign to be sent at the selected time. If the campaign is scheduled to be sent "Now", a "Send" button will be displayed instead, and upon clicking it the campaign will be sent.

Send or schedule campaign

2. Managing an Email campaign

1. Preview

In the Campaigns List window, click here to see a preview of the campaign.

Preview

2. Duplicate

Click here to create a copy of this campaign.

Duplicate

3. Additional settings

Click here for additional settings.

Additional settings

4. Delete campaign

Click "Delete" to delete this campaign.

Delete campaign

5. Export list

To export the campaigns list, select a download format from this list.

Export list

The guide covered the detailed process of setting up and launching an email campaign using Weezmo.

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