Getting started with a campaign

Each campaign is unique; some may consist of just a single email, while others may include landing pages, emails, social media posts, and more. You can choose them from our library, which uses content that our team has written, or you can use our AI-powered email builder to write your own.

Either way, you must personalize it to ensure it meets your needs. 

I. Choose and Personalize Your Campaigns

  1. Navigate to "The Library Page" on the left-hand side menu of your dashboard. 
  2. Find a campaign that suits your needs and click. 
  3. Once you have selected a campaign to launch, you will begin by selecting the "Personalize" button. 
  4. On the personalization page, you will see all the available steps in your campaign.  It’s important to review each step to understand what you will be sending out.
  5. Hover each campaign step to personalize them. 

Managing campaign steps

When you hover over each step, you will see an Edit Icon, a preview icon, a send test icon, and an option to enable or disable the campaign.

  • Edit allows you to change the content of that step.
  • Preview lets you view what the step will look like for your contacts. This is especially important for landing pages and similar content. 
  • Send test lets you send a test email to your desired personal email address.
  • You can also disable the step if you don't want to include it by selecting disable when you hover over the step. Note: If the disable step is unavailable, the steps must be included, as the campaign would not work without them.

Most campaign steps will be automatically enabled and ready to go. However, you will need to personalize some campaigns to proceed. 

  • The steps that require personalization will have a text box that says, "In order to proceed, this step is required to be edited."
  • All other campaign steps will be marked with a green checkmark in the top right corner, meaning they are all ready to launch.

Once you have gone through the steps of your campaign, you are ready to launch it or send it for review.

Ready to Launch

Upon scrolling to the bottom of your campaign timeline, you will encounter one of two messages. You will either receive a congratulatory notification indicating that you have progressed to the next steps or a prompt requesting that you complete edits to all required steps.

If you receive a message requesting that you return to edit all required steps, please click on the yellow text highlighted in the image to proceed to the missing step.

For compliance persons only

If you are on a platform that requires compliance approval prior to launch, you will find the compliance document popup menu in the bottom right corner at the bottom of the campaign timeline.

II. Assign Subscribers

It's time to specify who will receive this campaign.

  1. After completing all necessary steps, click on the "assign campaign subscribers" link, which is highlighted in the congratulatory message or at the bottom left of the campaign page.
  2. On the next page, you will see a list of all your contacts.
  3. Click on the plus icon below a contact's name to subscribe to the campaign.
  4. Switch to the "Groups" tab and click the plus icon below the group to assign all contacts within that group.


Note: You can return to this page at any time, even when the campaign is live, in case you need to add any groups or new contacts.

III. Scheduling & Launch

  1. When you're ready to share your campaign with your subscribers, click on "Schedule & launch," located at the bottom center of the page. 
  2. On the schedule page, you will have a calendar to choose a specific launch date and time.
  3. You will also see a summary of the total number of groups and contacts subscribed to the campaign.
  4. If you are satisfied with the details, you may choose to schedule the launch or launch it immediately. Please be advised that initiating a campaign immediately may incur a delay of up to one hour.