Build your first email campaign

Transcript

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1. 0:01

   This follows Write a reusable email template. Now we put it all together: who receives the campaign, which email they get, and when it goes out.

2. 0:16

   Sign in, open Communication Campaigns from the Customers menu, choose Bulk Email, and click Send campaign. A short wizard takes you through five steps.

3. 0:37

   Keep Match All, and choose Newsletter Subscribers under By Category. Estimated Audience counts the matching contacts straight away: here, our two subscribers.

4. 0:53

   Click Next. From now on, every step is saved as a draft, so you can stop and come back later. Here you see how many addresses are valid. Invalid ones are simply skipped.

5. 1:06

   Pick the Monthly Offers template we saved. You could also write a new email with Create From Scratch, or let the assistant draft one with Build with AI.

6. 1:19

   Choose Schedule for Later and pick a day next week, so the email arrives when your customers are most likely to read it.

7. 1:31

   The last step sums it up: the recipients, the email profile it is sent from, and a preview. If no profile is assigned, the campaign waits until you set one in Sender Assignments. Confirm and Send would send it for real, so we stop here.

8. 1:47

   That completes the series: from an empty company to a scheduled email campaign. When you are ready, click Confirm and Send, then follow its progress in the Queue. Thank you for watching.