Click on email mailings (the 📨 email icon) in the left-hand side menu and create new mailing.
❔ How do I do it?
- Add campaign properties
Fill in the following information:
- Campaign name – used internally.
- Subject – the subject line of the email.
- Sender name – your name.
- Reply-to email address – your email address is used by default. You can change the default values under Settings.
- Select a segment
Choose which people you want to send the campaign to using the filters at the top of the page.
To include a person in a mailing, explicit consent and a valid email address are required. You register consent on the person card.
- Design the content
- Choose a default template or start from a previous campaign.
- Write a preheader – the short text that appears below the subject line in the recipient's email client.
- Add your logo or a header image by clicking the placeholder and uploading the image in the image editor.
- Update the address information in the footer and hide unwanted sections with the eye icon.
- Drag and drop new content from the right-hand side into the template. Rearrange blocks using the arrows or by dragging the orange handles.
- Preview and test
Preview your mailing and send a test message via the toolbar at the top of the email editor.
💡 Want to create the best possible content? Take a look at our recommended best practices for email content.
📽️ You can also see a video guide below: