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Create and send a campaign
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== Step-by-Step Instructions == Here is a detailed walkthrough of how to create and send a campaign: === Step 1: Create a Campaign === 1. In the '''Campaigns''' section, click the '''Create a campaign''' button. 2. On the '''Campaign Type''' screen, fill in the following: * **Campaign Name**: Enter a name for your campaign (this is internal only and wonβt be visible to contacts). * **Campaign Type**: Select the type of campaign you wish to create. For more details on campaign types, refer to the "Campaign types overview" article. 3. Once you have entered the necessary information, click the '''Next''' button. === Step 2: Complete the Campaign Summary Page === On this page, you will fill in important details about your campaign: * **Subject Line**: Craft an engaging subject line that encourages recipients to open your email. Consider using personalization and emojis. * **Preheader Text**: An optional snippet of text shown in the inbox before the email is opened. * **From Name**: Specify the sender name that recipients will see. * **From Email**: The email address from which the campaign will be sent. Avoid using a freemail address. * **Reply-to**: Default is set to your From Email. Change this if different reply-to responses are needed. * **Select List(s)**: Choose one or more contact lists for the campaign. Each contact will receive the email only once, even if present in multiple lists. * **Select or Create a Segment**: Optionally segment your recipients based on tags or saved segments. * **Scheduling**: Set a future date and time for the campaign to be sent. * **Open/Read Tracking**: Enabled by default, this helps track how many contacts open your emails. * **Link Tracking**: Recommended for campaigns containing links, allowing you to analyze engagement. * **Physical Mailing Address**: Ensure compliance by including a physical mailing address. * **Campaign Archive**: Decide whether the campaign archive should be public or private. === Step 3: Choose a Campaign Builder === Select from the various campaign builders: * **Email Designer**: The default drag-and-drop designer. * **Text Only**: A plain text email without tracking. * **HTML Builder**: For custom HTML designs. * **Classic Designer**: An older version with different features. === Step 4: Select a Template === Choose a template that aligns with your campaign goals. You can select from existing templates or use previous campaigns as templates. === Step 5: Customize Your Campaign Design === Modify the chosen template to fit your needs by adding content and adjusting the layout. Depending on the designer you choose, refer to available resources for detailed customization guidance. === Step 6: Review the Campaign Summary Page === Before sending, review all campaign details: * Verify subject lines, sender information, and selected lists. * Test your email by sending a test version to yourself. * Ensure there are no spam issues. === Step 7: Send Your Email === Once satisfied, click the '''Send Now''' button to launch your campaign. Confirm your send and review the number of contacts who will receive your email. If you prefer to schedule the send, adjust the toggle in the Schedule section and set your desired date and time.
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