Setting up an email campaign

You can get in touch with your members, event attendees, or merchandise purchasers by email. We make it easy for you to do this with our email builder.

How to set up an email campaign

1. Login
   • Navigate to the SMS/Email tab from the main menu.
   • Click on Create New Campaign > Send Free Email.
2. Choose your template
   • Select from the list of pre-designed templates or choose Custom HTML for starting a regular email. You can also opt to create and save your own template for future convenience.
3. Select your recipients
   • Choose the target audience(s) for your email from the displayed lists. The number in brackets next to each list indicates the potential number of recipients.
     Note: The actual recipient count may vary due to factors like unprovided email addresses, duplicates, or unsubscribes.
4. Schedule your campaign
   • Start: Determine the start date and time for your campaign.
   • Stop: Set an end date and time to conclude sending emails. Setting a future end date automates the email process, continuously engaging new qualifying members or attendees.
5. Craft your email
   • Decide on a compelling subject line for your email.
   • Design your email, customizing each block of content as needed. This can include adjustments to text, colour, alignment, margins, or adding new blocks. Personalize your email further with special fields for a unique touch.
6. Test your email
   • Preview your email by sending a test version to yourself.
7. Send your campaign
   • Once satisfied, submit your campaign to send it out to your selected recipients. If you’re not ready, save it as a draft to edit and send later.

Create a custom template

1. Navigate to the SMS/Email tab from the main menu.
2. Click on Create New Campaign > Send Free Email.
3. Under Pick a template, select Custom.
4. Click on Create New Template.
5. Pick a base template or build a custom HTML template if none of them work for you.