Select campaign tab
Name campaign
Select your campaign type
Select your template
Create a template from scratch
- Drag and drop builder
- Text email
- Custom HTML template
Edit your email template
Select from numerous pre-built block designs and simply drag into position.
Email styling
Set your email background colour to adjusting the width.
Select your audience
Whether you need to send an email to an entire list of subscribers or a segmented audience, simply select and go next.
Campaign settings
Craft catchy subject lines to boost open rates and personalize them using CRM properties. Best Practices:- Make It Intriguing – Spark curiosity or urgency (e.g., “Your Exclusive Offer Expires Soon!”).
- Personalize with CRM Data – Use the subscriber’s name or recent activity for relevance.
- Keep It Short & Clear – Aim for 50 characters or less for better mobile readability.
- Send a Test Email – Check formatting, links, and design before launching your campaign.
Send it…
Send your campaign right now or schedule it for a later date and time.
Email insights
Once your campaign has successfully been sent to your subscribers, you can now view the email performance. Simply click on the campaign you want to view:
- Email opens
- Link clicks
- Preview - so you can remember what the email contained
- Who unsubscribed
- and more…
Individual subscriber performance
If you want to view how a specific subscriber is engaging with your email campaigns, you can head to the CRM/Contacts tab > select the subscriber > then select the marketing details tab - as highlighted below.