Creating Email Campaigns

What Are Email Campaigns?

Email Campaigns are a way for you to group Emails together to allow you to view the performance of an entire Campaign, or series of Emails. For example, you may create a series of Emails for a fundraising drive and view the statistics of each Email individually or the performance of the entire Campaign.

Creating An Email Campaign From Existing Emails

1. From the Start Organising menu click on PEOPLE, move your cursor over Emails and click on the list icon that appears.

2. Find one of the Emails that form part of your campaign and click on Manage.

3. Beneath the email title you'll see some buttons. Click on the button marked Add To Email Campaign.

4. On the next page you can search for an existing Campaign to add the Email to, or click on the green plus (+) icon to create a new campaign.

You can add an email to more than one Campaign by selecting all of the Campaigns you want to add it to at this point.

5. Once you've selected, or created your Email Campaign click on the button marked SAVE AND ADD EMAIL TO CAMPAIGNS.

6. You'll be taken back to the Email management page, and will see a new line has been added beneath your email title which shows which Campaign the Email is a part of.

Creating An Email Campaign Without Existing Emails

1. From the sidebar (or speed-dial area), click on Email Campaign.

2. Enter a title for your Email Campaign and click the button marked SAVE AND CREATE EMAIL CAMPAIGN.

3. Your Email Campaign will be created and you'll be taken to the Email Campaign management page, ready to create your first Email.

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