How to Create an Email Campaign

Learn how to create targeted email campaigns using the Message Center and reach specific audiences using Lists or Custom Segments. This tutorial will guide you through the process step-by-step.

You'll learn how to:

• Access the Message Center and navigate its interface.

• Build your email campaign from scratch, including crafting the content and designing the layout.

• Target your campaign to specific audiences using Lists or Custom Segments.

• Schedule and launch your campaign.

• Track the performance of your campaign and analyze results.

No access to the Message Center? No problem! Simply contact your Account Administrator to gain access and start creating impactful email campaigns.

Here's a step-by-step tutorial of the demonstration shown above. In the video, we walk through creating a sample fundraising email.

1. Access the Message Center

   • Go to the message center. If you don’t have access, check with your account administrator.

2. Start a New Campaign

   • You can either copy an existing campaign using the three buttons at the bottom or start a new campaign from scratch.

   • For this tutorial, we’ll start from scratch.

3. Name Your Campaign

   • Give your campaign a name, e.g., “Test”.

4. Set the Email Sender

   • Choose who the email is coming from.

5. Select Your Target List

   • Select a list from your targeted lists or click the custom segment checkbox to choose from your segmenting list.

6. Set the Email Subject

   • Choose a subject line, e.g., “Welcome”.

7. Open the Editor

   • Click “Open Editor”. The editor uses a drag-and-drop interface with blocks.

8. Add an Image Block

   • Start with an image block. Choose or upload an image, such as your logo.

9. Add Text

   • Add a text block with your desired content.

10. Add Donate Buttons

    • Use columns to add side-by-side donate buttons.

    • Drag over a button or two from the content section.

    • Include the URL to your donate page and specify the dollar amounts on the buttons.

11. Add More Text

    • If needed, add another body of text. Use a new column to center it.

12. Add a “Paid For By” Section

    • Use a three-column layout for this section.

    • Stretch the middle column if needed.

    • Drag a text block to the center and add your “Paid for by” text.

13. Review Your Email

    • Ensure all elements are in place, such as the donate buttons, logo, and social media links.

14. Save and Schedule Your Email

    • Click “Close” to exit the editor.

    • Save your email.

    • Choose to send it now, schedule it for later, or send a test email to yourself.

15. Check Campaign Performance

    • Go back to the campaign name to see the open rate and other metrics.

    • Review the open graph for clicks and opens.

• Always send a test email to yourself to check everything.

• Monitor your campaign’s performance to make necessary adjustments.

I hope this helps! Best of luck with your email campaign. If you have any questions, feel free to ask!