# Creating e-mail campaigns

{% hint style="info" %}
**NOTE**: Before sending your campaign, make sure that your account has at least one sign-out page template (Email -> Campaigns -> Settings -> Sign-out pages). If not, create one. In addition, authorize the sending domain and add at least one sending address in the E-mail -> Common Settings -> Sender Authorization tab.
{% endhint %}

1. After logging into the panel, select the email tab, then click Email Campaigns and go to the Campaigns section.
2. Launching a new campaign:

a. In the upper right corner, press the plus sign (+) to start creating a new campaign.

<figure><img src="https://1762163817-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDIGjHYIXYoHyJoOeeUgD%2Fuploads%2FwqUu4tUgzb3iattkJ1Aw%2Fimage.png?alt=media&#x26;token=c7762c34-1a70-4b78-9603-05081eff0297" alt=""><figcaption></figcaption></figure>

b. Give your campaign a name so you can easily identify it later.

<figure><img src="https://1762163817-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDIGjHYIXYoHyJoOeeUgD%2Fuploads%2FG1faiXhV87tgBUGC3G3v%2Fimage.png?alt=media&#x26;token=2300ecfb-1943-4825-8444-47c57039015b" alt=""><figcaption></figcaption></figure>

### Step 1: Email creation:

Choose a template that will be the basis of your e-mail message. You have a choice of:

* Theme templates&#x20;
* Your templates&#x20;
* Templates from sent campaigns&#x20;
* Custom HTML code (if you have a ready-made creative)&#x20;
* After selecting a template or uploading your own design, proceed to the next step.

<figure><img src="https://1762163817-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDIGjHYIXYoHyJoOeeUgD%2Fuploads%2Ft2L2Dy32lEJuue7uFQfr%2Fimage.png?alt=media&#x26;token=193ffa3b-1c38-40d1-b6b3-4c4a5fbe8b69" alt=""><figcaption></figcaption></figure>

### Step 2: Basic Data:

1. Complete the key information:

* **Message Subject:** You can use personalization, such as the recipient’s first name, by inserting the appropriate tags. You can also use the AI-powered title generation option.

  * Click **Generate title**.

  <figure><img src="https://1762163817-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDIGjHYIXYoHyJoOeeUgD%2Fuploads%2FrwWCWAQkgpnlLFmLX2E6%2Fimage.png?alt=media&#x26;token=ae4fe6d3-cfaf-45ee-a546-af0ecf982b44" alt=""><figcaption></figcaption></figure>

  * Choose either **Generate based on email content** or **Generate based on description**, then click **Generate**.

  <figure><img src="https://1762163817-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDIGjHYIXYoHyJoOeeUgD%2Fuploads%2FVs5SALypH9FF93YOGjV2%2Fimage.png?alt=media&#x26;token=829cb27b-fb3b-4f34-acc5-95f26fd0f4c9" alt=""><figcaption></figcaption></figure>

  * If you select **Generate based on description**, fill in the following fields:
    * **Campaign type:** promotion, announcement, newsletter, event invitation, feedback or survey, re-engagement, other
      * **Message tone:** natural, formal, catchy, friendly, persuasive, professional, urgent
      * **Keywords:** the most important words to include in the subject line, e.g. *40% off sports accessories*

<figure><img src="https://1762163817-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDIGjHYIXYoHyJoOeeUgD%2Fuploads%2FpQ2O3bTDXF1wtQL2x4LZ%2Fimage.png?alt=media&#x26;token=2a3c0989-c762-42c0-8902-b31e2d81ea81" alt=""><figcaption></figcaption></figure>

* **From address and From name:** Choose from which address and under which name the message will be sent.

2. Additional options (to the right):

* **Campaign name**&#x20;
* **Campaign description:** visible only to you in the panel.
* **Progress notification (e-mail):** enter the address to which a notification will be sent about the progress of the shipment.
* **Return address:** you can modify the address to which recipients will be able to respond.

<figure><img src="https://1762163817-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDIGjHYIXYoHyJoOeeUgD%2Fuploads%2Ft6AgN5ivkxbIuMdhPVXy%2Fimage.png?alt=media&#x26;token=0e93c529-6acf-4c8a-94a5-84574f52e12f" alt=""><figcaption></figcaption></figure>

### Step 3: Recipients:

1. Select the group to which you want to send the campaign. You can select one group from those available in your database.

<figure><img src="https://1762163817-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDIGjHYIXYoHyJoOeeUgD%2Fuploads%2FBvjtvI8iOREJFGu77Wqn%2Fimage.png?alt=media&#x26;token=caa8ed7e-0a16-4c42-88b8-7c39a64341b1" alt=""><figcaption></figcaption></figure>

### Step 4: Summary:&#x20;

1. Review campaign details:

* Verify the sender, message subject, and recipient group.
* Check the message preview using the email preview option.
* Send a message test.

### Step 5: Testing an email campaign

Email campaign testing is a test send of selected campaigns to selected email addresses. We recommend conducting tests before sending any email campaign.

1. Go to the **Email** tab → **Campaigns**, and click the **Select campaigns to test** button.

<figure><img src="https://lh7-qw.googleusercontent.com/docsz/AD_4nXcUfD92-LfNCqFKbqfcwkrMS42Avf4lZn_hpF-reGtT9v50_Lg4sv9n8-gZzdMZEGfO_g-5L04xGXKkRaDhT-wv8xKx1hzck7_j6DP9fDc79epFAY1_GVo5MHYLplUiZvaMhuJn?key=_D89M1MLnYsiUiyVZcPsj2IL" alt=""><figcaption></figcaption></figure>

2. Select the campaigns you want to test by checking the appropriate boxes. You can only choose from campaigns that haven't been sent yet.

<figure><img src="https://lh7-qw.googleusercontent.com/docsz/AD_4nXcRcz-LdVEZ_4GweCW9iM4Xh3IzmZKphj90rvgiTNmv1EtmuwrVjtv6HCR6Du6N18lX7E1J01Visu6BnHbL7IduiCqfLCK3kBrXjfKNpqrgVy-NLo2E8Ug_b5IDMFU1_5Ba0zcqsA?key=_D89M1MLnYsiUiyVZcPsj2IL" alt=""><figcaption></figcaption></figure>

3. Once selected, click the **Send tests** button.

<figure><img src="https://lh7-qw.googleusercontent.com/docsz/AD_4nXfeFskI-TQsOZ6NyoRczayf85vAX2BXPTYn91R-rEVhnzWQh1hTWO39HL1x1wClzmZfyfJ0WFZ9VrDGelkJxaMgkX4XMRcn0ZCOGG0Ft2gLXcvshV7cN1Er0ZcxqEeWNfh-uzmbZw?key=_D89M1MLnYsiUiyVZcPsj2IL" alt=""><figcaption></figcaption></figure>

4. In the pop-up window, enter the test email addresses. If any selected campaign uses personalization, a Personalization section will appear. Choose the email address to simulate personalization.

<figure><img src="https://lh7-qw.googleusercontent.com/docsz/AD_4nXcD0NqWNq6_BGBvBzxNGNhryp2yQPUgw5nETSt3uzNOY35pTL8xNfv3a17-TmRZxHN7OjE773RpNS2mdeS8NIwAlYfy85uE8uRVfibFJW7dWR7AmhzI7tWW4YUn_l2z3cEWdd1T?key=_D89M1MLnYsiUiyVZcPsj2IL" alt=""><figcaption></figcaption></figure>

### Step 6: Sending an email campaign

1. Set the date and time of shipment:
   * If you want to send the campaign immediately, check **Send immediately** and click **Save and Send.**
   * To set the campaign for a later date, select the date and time, click **Approve**, and then **Save** and Send.
   * If you want to save the campaign for further editing, select **Save**.

<figure><img src="https://1762163817-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDIGjHYIXYoHyJoOeeUgD%2Fuploads%2FCaCylGj4JZAVCMOnoUT6%2Fimage.png?alt=media&#x26;token=a0e2691f-3ddf-43ac-84d0-c1a97537a2e3" alt=""><figcaption></figcaption></figure>

<br>
