How to Create an Email Campaign

Overview

Email campaigns are a series of emails that you send to a specific group of people. They let your target audience know about your brand and the latest products and special offers you have.

In this article, we will discuss:

• Select an Email Template
• Create an Email Campaign
  • Edit the Email Template
  • Add Recipients
  • Send the Email Campaign
    • Send a Test Email Campaign
    • Schedule the Email Campaign
    • Send the Email Campaign in Real Time
• Types of Email Campaign Templates
• Utilize the AI Writer

Select an Email Template

1. Log in to your Account Manager.
2. Based on your plan, follow the steps below to access your Website Builder dashboard:
   • eCommerce
     Click eCommerce on the left side of the navigation menu.
     
     • If you have only one eCommerce product, you will be automatically directed to your Website Builder dashboard.
     • If you have multiple eCommerce products, click LAUNCH next to the product you would like to manage.
       
   • Website or Website + Marketing
     Click Websites on the left side of the navigation menu.
     • If you have only one Website or Website + Marketing product, look for Edit Website on the right, and click LAUNCH WEBSITE BUILDER to enter your edit website page.
       
     • If you have multiple Website or Website + Marketing products, click LAUNCH WEBSITE BUILDER next to the plan you want to manage.
       

3. In the Website Builder dashboard, click Marketing on the left navigation menu and select Email Marketing from the drop-down menu.
   
4. After selecting Email Marketing, you can begin creating an email campaign from the following options:
   1. On the Dashboard, click the CREATE YOUR FIRST CAMPAIGN button.
      
   2. Click the Create Campaign.
      
5. Select what type of email you want to send (pick a category) on the left navigation menu, then pick a template to start.
   
6. After selecting a template, you must complete three steps to send an email campaign successfully. Please refer to the steps below:
   • Edit the Email Template
   • Add Recipients
   • Send the Email Campaign

Create an Email Campaign

Click the vertical ellipses in the upper right before editing your email template to begin the Getting Started (Tour).

Step 1: Edit the Email Template

You can choose from the following actions to start editing the email template you've chosen:

On the left menu:

• Sections – You can select from the Recommended layouts or All Categories to update specific sections of your email template.
  
• Themes – You can change your email template's color, font, and style.
  
• Settings – You can choose from the following options:
  • You can update your Address, Contact Information, and Business Hours within the My Business tab.
    
  • Within the Social accounts tab, include the URLs of your social accounts in the email template footer.
    

On the right menu:

• Settings – You can update each email template section's Layout, Elements, and Layout settings.
  
• Background – Below are the things you can do in the background option.
  • You can update the color of each section of your email template by clicking the Color button.
    

    Note: If you click the Manage Colors link, it will take you to the Themes option.

  • Click the Image option to add an image from stock photos to a specific section of your email template or upload images from your computer.
    
  • You can toggle the Overlay option to add an overlay color for each email template section. You can also adjust the overlay opacity.
    

On the email template:

• Make your email campaign more personal and appealing by adding a Subject line.
  
• Click on the logo to see the following options:
  
  • Click the image icon to add a logo or upload an image.
  • Click the link icon to attach a link to a web address, email address, phone number, or document.
  • You can adjust the size of the logo to Small (S), Medium (M), or Large (L).
• In each email template section, you will have the following options:
  
  • Click the right or left browse icons to change the layout.
  • Click the plus icons to add a section.
  • Click the arrow pointing downward to move a section down. 
  • Click the duplicate icon to duplicate a section.
  • Click the trash icon to delete a section.
• Below are the available options for editing texts:
  
  • Change the font style to Bold (B), Italic (I), or Underlined (U)
  • Add or remove a link
  • Change the font size
  • Change the font color
  • Add a placeholder

    Important:  A placeholder is a value (for example, First Name, Last Name, Address Line, etc.) that will be replaced with your recipients' information once an email campaign is sent, making it more personalized.

  • Use numbered lists
  • Use bulleted points
  • Use the AI Writer

    Important:  Click the AI WRITER button, which shows the three-sparkling icon to help edit texts. Please proceed to utilize the AI Writer section to learn how to use the AI Writer.

On the top menu:

• Click the home icon to go back to the homepage.
• Click the undo or redo icon to undo or redo your changes.
• Click the Save button to save your changes and get back to them later.
• Click the desktop icon or mobile icon to change the email template view.
• Click the Preview button to preview your email template.
• Click the Next button to proceed to the next step.

Step 2: Add Recipients

1. Add recipients by checking the boxes following the lists or individual contacts to whom you want to send your campaign.
   
2. Click the Next button in the top-right corner of the page after adding recipients to proceed.

Step 3: Send the Email Campaign

Once you're done editing your email template and adding recipients, you can send out your email campaign. Please refer to the following options:

• Send a Test Email Campaign
• Schedule the Email Campaign
• Send the Email Campaign in Real Time

Complete all the Campaign Checklist and details under Campaign Settings before sending or scheduling your email campaign.

Click the Save and Close button to save your changes and get back to it once you are ready to send your email campaign.

Send a Test Email Campaign

To send an email campaign by following the steps below:

1. Click the Send test button.
   
2. Once the pop-up window appears, you can add up to three recipients and a personal message to the test email.
   
3. After adding the recipients and personal message, click the Sent Test button.
4. A pop-up will appear to confirm that you sent the test email. Please check your spam folder if it does not appear in your inbox.
   

Schedule the Email Campaign

You can schedule an Email Campaign by following the steps below:

1. Click the Schedule button.
   
2. A pop-up window will appear where you can change the Date and Time.
   
3. Click the Schedule button after you've changed the Date and Time.
4. A confirmation pop-up will appear, confirming your scheduled email campaign. You can also view your scheduled email campaign in your Marketing Calendar.
   

Send the Email Campaign in Real Time

You can schedule an email campaign by following the steps below:

1. Click the Send now button.
   
2. A pop-up will appear, asking if you want to send the email campaign.
3. Click the Send campaign button when ready to send your email campaign.
   
4. A pop-up will inform you that your email campaign has been sent to your recipients. Your recipients may take up to 30 minutes to receive the email.
   

You can also share your email campaign on connected social platforms (for example, Facebook) or view the web version of your email campaign in the pop-up.

Types of Email Campaign Templates

• Announcement – Inform your audience about new or updated products, services, or business.
• Blog Post – Increases brand credibility, awareness, and conversions by sharing your website's stories, thoughts, or insights. It also helps in increasing website traffic.
• Event – Persuade people to meet with you to promote your business, share insights, obtain more leads, and so on.
• Newsletter – Keeps your audience up to date on what's going on with your brand, product, and/or services.
• Product Share – Increases awareness of a specific product or service by demonstrating to your audience what makes it unique and how it can benefit them.
• Sales – Increases sales by informing your audience of the most recent sales offer.
• Postcard - You can reach a specific audience with promotional print pieces such as coupons, announcements, and other offers.

Utilize the AI Writer

To learn more about how the AI Writer feature works, please check the How AI Writer Works article.

Follow the steps below to use the AI Writer when editing texts in the text field.

1. After clicking the AI Writer button, you will see a pop-up on your screen. Click the Optional drop-down for more important options, as seen in the image below.
   
   
   1. Post Topic – Enter a brief topic on the post you want to create
   2. Language –The default language set is English. You can find all the available languages by clicking on the drop-down menu.
   3. Keywords – Enter keywords to aid you in generating ideas. Press the Enter key on your keyboard to add it. You can add multiple keywords.
   4. Tone – Choosing a tone will help determine how your blog would sound to the audience. You can add multiple tones by clicking on the provided field and selecting the tone you want. The default tone selected is Professional.
2. Once all fields are filled out, click WRITE MY IDEA, and the result will be automatically generated.
   
3. You can edit the generated texts by removing/adding the texts that you want from the generated texts.
   

An effective email campaign is a multi-step process that demands attention to detail and a thoughtful approach to communicating with your audience. By selecting the right template, tailoring your message, and strategically scheduling your send-outs, you can elevate your brand, engage your audience, and drive conversions. Remember, the key to successful email marketing lies in personalization, clear messaging, and impactful calls to action. Whether announcing new products, sharing special offers, or simply keeping in touch, each email is an opportunity to strengthen your relationship with your customers. Now that you know how to create an email campaign, it's time to implement these steps and watch your digital marketing efforts thrive.