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Email Marketing

Campaigns​

Email Marketing

Grow Your Business with Email Marketing. Reach your audience with tailored email campaigns. Design, automate, and analyze your emails to boost engagement and drive results—all from one powerful platform.

Before launching an email marketing campaign, ensure that your email settings are properly configured. Follow the Email Settings section.

Getting Started​

Start by going to the Campaign Module from the dashboard.

Switch to the Email Messaging tab to view all email messaging campaigns.

Viewing a Campaign​

To view a campaign, click on the campaign or click the View button on the mini card. This will open the campaign details page.

tip

After clicking the View button, 4 options will appear in the tab.

1

Overview

The Overview Tabs provide a comprehensive summary of the Campaign.

2

Receivers

In the Receiver tab, view all campaign receivers along with limited details for each.

3

Analytics

Analytics will be generated once the campaign is live and engaging with receivers. This will show you perfect count of your message campaign.

3

Cost Summary

Cost data will also be generated once the campaign is live, displaying the total cost of the email campaign.

Campaign Overview Tab​

The Overview tab is displayed by default on the campaign details page. From here, you can change:

  • Campaign Name.
  • Reschedule the Campaign.
  • Receiver Management.
  • Handling Email Content.

Campaign Name​

tip

You can change the campaign name at any time while it is scheduled or in draft. However, once the campaign is completed, it cannot be changed.

Rescheduling a Campaign​

To reschedule a campaign, simply update the date and time, then click Save.

Receiver Management​

The Total Receiver Count shows how many people or businesses will receive the message. You can filter the receivers using the Filter button located on the right side of the Total Receiver Count.

Filtering Receivers​

  1. Click the Filter button.
  2. In the side panel:
    • Select Receiver Tags.
    • Optionally, choose the Opt-in Page for the campaign.
  3. Click Save to finalize and close the side panel.

Handling Email Content​

In the Email Content section, a warning message will appear until you select a content template for the campaign.

Creating a Template​

In the Email Content section, a warning message will be displayed until you select a content template for the campaign. If you don’t have a pre-existing template, you can create a new template by clicking the Create Template button.

Follow the (Email Template Documentation) for creating an email template.

Selecting a Template​

After selecting a template, fill in the required fields:

  • Sender Name
  • Subject (with AI suggestions available)
  • Preview Text (with AI suggestions available)
  • Sender Email (pre-selected, non-editable)

Click Save once completed. The Test and Start buttons will remain disabled until these fields are filled.

Starting the Campaign​

Testing the Campaign​

  • Click the Test button to send a test email.
  • A mini card will appear to input test recipient details.
  • Add recipients using the + button and remove them with the - button.
  • Click Send to send the email to those recipients.

Launching the Campaign​

  • Click Start once the required fields are completed.
  • A modal will display the pricing breakdown.
  • Check the I Agree box and click Start Campaign to launch.

Once live, a success message will appear, and an Under Review tag will display beside the campaign name.

Canceling the Campaign​

  • Click Cancel (replaces the Start button).
  • Confirm cancellation in the mini-card by clicking Proceed.
  • A success message will confirm the action.

This guide covers the complete process of managing an email messaging campaign, from setup and content selection to testing, launching, and monitoring the campaign.