Marketing → Email Marketing → New Email


How to create and schedule an email campaign

  1. Go to Marketing - >Email Marketing → New Email

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  2. Select one of the templates available

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  3. The preview button shows a popup with a snapshot of the email, to close the preview click outside the snapshot

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  4. Click next to continue

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  5. Give the campaign a name

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  6. Set the day and time by clicking the Schedule date field

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  7. Select the new date from the calendar and set the time in the bottom

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  8. Change the subject or leave it as it is

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  9. Choose the recipients list

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  10. Load a CSV file to exclude certains email addresses

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  11. To customize the email click the customize email button, the email editor will appear

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  12. Double click the section you want to edit

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  13. The right panel has more customization options under Dimension, Typography and Decorations

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  14. The top bar left bar change the layout from desktop to tablet to mobile

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  15. The top right bar has the standar edit options, from right to left are: Redo, Undo, Import Code, Export Code, Send a Test Email, Save as Draft, Save and finally Close the Editor.

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  16. When you are done editing the email template click save and then click Close, you’ll be taken back to the previous screen

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  17. Click next to continue

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  18. Confirm the details and click Schedule

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  19. A confirmation message will appear

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How to test an email campaign

  1. Go to Marketing - > Email Marketing → New Email

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  2. Select one of the templates available

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  3. Click next to continue

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  4. Click Send a preview email, a pop up will appear

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  5. Enter the email address and click send, then check your email’s inbox, occasionally the test email could end up in the spam folder, so check that as well.

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  6. Other way to send a test is from the template editor, click on Customize email

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  7. Click the paper plane icon on the top right

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  8. Enter the email address and click send

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