Creating a Basic Campaign

⏱︎ 5 minutes

The Email Marketing Tool allows you to mass email your customers. In this basic article, learn how to contact your customers either by department or for the full organization. For creating a campaign using Lists and more advanced audience segmentation, follow this tutorial.

Starting a Campaign

      1. Access the email marketing tool. 

Accessing as an Organization Administrator

By accessing as an Organization Administrator, you will be able to use Lists that encompass customers across all of your departments. 

      1. Log in and navigate to the organization dashboard via the gear in the top right corner. 

      2. On the left side menu, under Customer Management→ EMAIL MARKETING TOOL.    

Accessing as a Department Manager

Lists used within a department will ONLY include customers who have purchased within that department. 

      1. Log in and navigate to your department. 

      2. On the left side menu, go to Marketing and Fundraising → EMAIL MARKETING. 

      

      2.  In the left tool bar, click CAMPAIGNS. 

 

      3. Click CREATE NEW CAMPAIGN. 

      4. In the popup, enter the CAMPAIGN NAME, choose if the campaign is through the ORGANIZATION vs a DEPARTMENT, and choose FULL ORGANIZATION OR DEPARTMENT CONTACTS. Then, click CREATE. 

    

Recipients

      5. Choose between Org Contacts or Department Contacts to decide to whom the email will specifically go. 

Organization Contacts	Department Contacts

 

      6. Click CALCULATE RECIPIENTS. Then, click SAVE & NEXT. 

Setup

      7. Add the EMAIL SUBJECT, SENDER NAME, select a SENDER EMAIL if applicable, and add a REPLY TO EMAIL. 

If this is your first time using the Email Marketing tool, click ADD REPLY-TO EMAIL, and enter the email address to which, if a customer attempts to reply to the email campaign, their message will come. You will need to confirm this email address via the email sent to you. 

      8. Click SAVE & NEXT when complete. 

      

Email

      9. Choose from an existing template, or build a new design from scratch. 

      

Design from Scratch

Use the elements on the right to add content to your email. For a detailed description, view this tutorial. 

Start with Template

Click on one of the template options - 

Tickets On Sale: A template to announce a new event sales has opened

Thanks for Coming: A template to thank the audience members for attending

Campaign Support: A template to encourage donations to your ongoing donation campaign

And click START WITH TEMPLATE to begin. 

The template will provide a sample layout. 

Update with your organization information by clicking on a section on the left, and replacing with relevant information in the toolbar on the right.

Click SAVE EMAIL when complete. 

If you want to use a past email campaign as your template, you can click the DUPLICATE button, then choosing the new recipients. 

 10. When you are happy with your email, click NEXT. 

Schedule

      11. Choose to SEND IMMEDIATELY or SEND AT A SPECIFIC DATE AND TIME. If the latter, enter the delivery date and time. 

      This will be in the same time zone as your organization. 

Emails are sent in batches to help build a positive reputation with email services and reduce the risk of messages being flagged as spam. In the beginning, the system starts with smaller batches so email providers can recognize and trust the sending domain. As you continue sending more campaigns and build that trust, the batch sizes and sending speed will automatically increase—meaning your emails will go out faster and more efficiently over time. If you’re sending to a large list, it may take a few hours for all messages to go out, but that’s completely normal and nothing to worry about. 

Confirm

12. Review your Recipients, Setup, Schedule, and Email, and adjust as needed. 

13. Click SEND TEST MESSAGE. Then, enter the address to receive the test and click SEND TEST. 

14. Click SEND OR SCHEDULE NOW. Then, click PROCEED. 

And your email has been successfully sent! 

Getting an error about needing more credits? Read more here. 

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