Step-by-Step: Sending an Email Campaign or Newsletter

🎞️ Video Tutorial: Watch the Loom tutorial

Step 1: Navigate to Email Marketing

Marketing > Emails > Campaigns

Step 2: Create a New Campaign

• Click New
• Choose a Template (you'll be able to modify it in the next step)

Step 3: Customize the Email Template

• Modify content and layout to match your message
• Send yourself a test email to preview it

Step 4: Preview on Different Devices

• Use the preview options to check tablet and mobile views
• Adjust layout if needed

Step 5: Set Email Details

• Set the From Name and From Email
• Write a clear, engaging subject line

Step 6: Choose Your Audience

• Select recipients by tags, pre-built segments, or Smartlists
• Smartlists auto-update based on criteria, making them ideal for recurring sends