Create and Schedule an Email Campaign

You can send a one-time email by creating your own message or starting with a pre-written email from the content library. Both options allow you to customize the email and choose which contacts should receive it.

Video Walkthrough

Watch the video below for a step-by-step walkthrough of creating and scheduling an email campaign.

Start a New Email

To begin creating a one-time email:

1. Log in to your dashboard

2. Click Email Marketing in the left-hand menu

3. Click Create Campaign

4. Choose one of the following options:

Create an Email Campaign – create an email from scratch
Create Email from Library – start with a pre-written email template

Option 1: Use an Email from the Content Library

The content library includes pre-written email templates you can use as a starting point.

To use a template:

1. Click Create Email from Library

2. Select All Categories to browse available email categories

3. Preview the emails in that category

4. Click Use Template for the email you want to send

Most templates may include a landing page that the email links to. You can edit the landing page, use it as provided, or choose not to use it.

When you're ready, click Continue.

Option 2: Create Your Own Email

If you prefer to write your own message, select Create an Email Campaign.

From there you can build your email from scratch, including adding your own subject line, message, and links.

Edit Your Email

Once the email editor opens, you can customize each section of the email.

Click on a section to edit it. The editing options will appear on the right-hand side.

You can update:

Email text
Buttons
Links
Images

Before sending, it's always a good idea to preview the email or send a test email to make sure everything looks correct.

Schedule or Send Your Email

When your email is ready, click Schedule.

From here you can:

Select who should receive the email
Segment contacts using filters such as tags
Choose the date and time the email should be sent

Click Apply Filter if you want to target a specific group of contacts.

Once the schedule is confirmed, the email will appear in your scheduled campaigns.

If you click Save instead of scheduling, the email will be stored in your draft folder so you can finish it later.

Still have questions? Our support team is happy to help 🙂