To create an email campaign you need three things before to start:
- An audience to send your message (build your audience or import your contact list)
- An email template
- A message to send
If you have your audience ready and your own custom email template you are ready to follow this step to successfully send your first email campaign with Customerly.
Go to Campaign on the top menu bar, from there select New Campaign
Start by inserting the name of your campaign (for internal use only).
Select the Sender of the email campaign. This will appear on your
Select who will be the receiver if someone replies to this email campaign.
Once you have completed these steps go ahead by clicking Define your audience.
Now define your audience that you want to send your email to. If you don’t know how to define an audience check this guide.
When your audience is ready, go ahead by clicking on the arrow on the top right.
Select Send via e-mail
Select your favorite template. If you don’t have one you can create by following this guide.
When you have selected the right template is time to edit it with your content.
Create a killer email subject by reading these tips. To use custom attributes of your customers read how to use custom fields in the email subject.
Once everything is ready send a test email. You can insert multiple addresses by separating them by a comma.
When everything is perfect, please go ahead by clicking the button at the top right.
Here you have the summary of your campaign. Check out every detail and if you are ready you can send it immediately.
If the email should be sent to a certain date and hour, please select schedule on the right.
That’s it! You’ve sent your first email campaign!