Note: Remember an email cannot be sent without being attached to a campaign.
Overview
A campaign is a collection of marketing activities that includes emails, email workflows, web plugins, multimedia assets, online ad campaigns, or any combination of the above. You can use supplier-provided campaigns or create your own. By creating campaigns, you will be able to gather data in one place for all the marketing activity around a specific product or service.
Email is the most common marketing activity associated with our platform's campaign tool. In this guide, you will learn how to get started with email marketing.
Follow these steps to create an email:
- Find the campaign for the email, or create your own campaign.
- Select the activities for the campaign, including the email. Create your own email if required, and add it to the campaign.
- Personalize the email.
- Add recipients to the campaign.
- Schedule the sending of the email.
For more information, see these articles:
Getting Started with Email
Follow the steps below to create an email:
1. Find Campaigns
Suppliers provide campaigns to partners that are organized around the products, industries, and solutions that matter to your business. You can find these supplier-provided campaigns in the Browse Campaigns page of your portal. This helps you promote brand standards and execute campaigns quickly and efficiently.
Your supplier may have made these pages available to you in the portal:
- Browse Campaigns - all the campaigns available to you.
- My Campaigns - all of your activated, paused, or archived campaigns.
If you're a new user, we recommend selecting from campaigns provided for you by your supplier.
2. Create Your Own Campaign (Optional)
In your portal, you have the option to create your own unique campaigns. For more information, see Creating Your Own Campaigns.
If you have subscriptions to multiple suppliers, be sure to select the specific supplier before creating your campaign.
3. Select Activities to Add to an Existing Campaign
For information about adding activities, see Adding Activities to a Campaign.
After you have selected the campaign activity type (email), your next step is to activate the activity. You will need to do this in order to edit the details, personalize, add recipients, and schedule or send out emails associated with the campaign.
4. Personalize the Email
In the majority of email templates, you have the ability to edit, revise, and personalize emails with your business information and other preferences. Personalization options are not available in every template.
When you have edited details and personalized your email, you can preview your changes in desktop, mobile, or tablet view. Once everything looks good, send a test email to yourself. This gives you the opportunity to see how your users will see your email.
For more information, see Personalizing a Marketing Email.
5. Add Recipients to the Campaign
When you have personalized your campaign and are ready to send, you will next connect the recipients to the campaign. You can select your recipients using your existing contact lists. You can also add to an existing list, or upload a new list.
For more information, see Adding or Changing Recipients of a Marketing Email.
6. Schedule the Email
You are now ready to schedule and send your email. You can send your email immediately, or you have the option to schedule a time and date for your mailing. Remember, the activity must be saved, have recipients, and have available email credits before it can be deployed.
For more information, see Scheduling the Sending of a Marketing Email.
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