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d. Email Campaigns

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The main campaign page will show you a list of your most recent campaigns and allow you quick access to the individual reports for each campaign.

Creating a Campaign

To create a new campaign, select the “Create a Campaign” button found on the top right-hand side of the page.

1. Choosing your Campaign Type

There are six campaign types available that you can use to send an email to a list of opted-in contacts. When you create a campaign on the Campaigns overview page, you’ll be asked to select which type of campaign you’d like to create.



This campaign type is sometimes referred to as a “broadcast email.” It is an email campaign that is sent immediately or scheduled for a future date. You can send to a list, multiple lists, or segments of lists.

You might use this campaign type to notify your contacts of a sale or send a newsletter.


This campaign type redirects you to the automation builder so you can build an automation.

You might use an automation to create a drip campaign or automate aspects of managing your contacts. For more information on automation, see that section of our help documents.

Auto Responder

This campaign type will send a message immediately after someone joins your list.

You might use an Auto Responder campaign to send a welcome message to new subscribers.

Split Testing

You may want to send multiple versions of a campaign to portions of your list so that you can determine which version generates more opens or clicks.

You might want to use the campaign type to test what wording your contacts respond to or experiment your offer.

RSS Triggered

An RSS Triggered campaign is sent when an RSS feed you specify is updated. An RSS Triggered campaign can include content from your RSS feed.

You might want to use this campaign type to notify your blog subscribers of a new post or send your newest products to your list.

Date Based Campaign

A Date Based campaign is sent based on a date field on your contacts’ record. This means that the campaign might be sent at different times for different contacts. You can send before, after, or on the date of the field.

You might use a date based campaign to send a birthday email or inform your contact that their subscription is expiring.

2. Choose which list(s) should receive this campaign


3. Choose a template

You can choose from a pre-built template or start from scratch.

Once you’ve selected a template style, you will be prompted to give the campaign a name and set who the email should be sent from.

4. Design and Draft

Once you have completed your email design, select the next button found at the top right-hand side of the page. For more information on designing emails, please visit our designing emails support below 

5. Review and Schedule

In this summary section, you can review your final setting and make any changes necessary.

Once all the setting are to your liking, you can turn on the schedule in the summary page (Please note that this using military time) or you can select “Send Now” from the top right-hand of the page.

Important! Always send a test email to yourself and your team to double check spelling and how the email will look in an email client. 

Designing Emails

The Designer makes it easy to quickly craft beautiful, custom email campaigns without having to know code. This article will walk you through each content block type, how the drag and drop feature works, how to create columns, how to add and resize your images, how to format your text, and how to add a button to your campaigns.

Drag and Drop Content Blocks

Content block are the building blocks you use to create your campaigns. Our Email Designer has nine different types that you can use:

  • Text – use this to add copy
  • Image – use this to add any images
  • Button – use this to make a call to action stand out
  • Video – use this to link to a video on YouTube or Vimeo
  • Line break – use this design element to add a line break in between your content blocks
  • Spacer – use this design element to add space in between your content blocks
  • Social – use this to add your social media follow pages and allow contacts to share your message on their networks
  • HTML – use this to add your own custom html code (ie, if you want to include a countdown clock)

To use any of these content blocks in your email, click on the content block of your choice from the Insert menu on the right, and drag it to your desired spot in the email. As you drag the content block to the template, you will notice that a green highlight line appears. This line indicates where the content block will be placed when you drop the content block by unclicking.


Add a Column

You may also want to add a column to your email campaign. This can be done by dragging a new content block to the edge of any existing content block of your choice. Move the content block around until only the edge of the content block you want to be the first column is highlighted.

You can adjust the column size by clicking on that content block, mouse over the side, and drag the column to your desired width.

Add and Resize Images

To add an image, simply drag and drop the image content block to your desired spot. Click on the content block and in the modal pop up, the Image Manager will display all images you currently have. If you wish to add a new image, click on the “Add New Image” button on the top right.

To insert your image into your campaign, mouse over the image of your choice in the Image Manager and select “Choose.” Once your image has been added, you have the option to adjust its placement in the content block, crop and edit it, replace the image with a different one, drag and drop that image content block into a different section of your template, or resize your image.

To resize your image, simply hover your mouse over the image block then click and drag the resize bar to the left or right. This will resize not only the image, but the entire content block. Please note that this option only works if the image is set to fill the width of the block:


You can also manually resize the image within content block. To do so, mouse over the image and on the bottom right of the content block, you will see a two-directional arrow. Click that two-directional arrow and drag your image to your desired size:


Formatting Text

The Email Designer also offers several different options that you can use to format your text. This includes adjusting line height (space in between each line); changing the font type, size, and color; adjusting margins and padding; and embedding a link.

The Options tab on the right-side menu allows you to adjust the line height, set margins and padding, and modify background color. To use any of these options, click on the text content block you wish to adjust, and click on the Options menu tab.

To adjust the font type or to add styling to your text, simply click on your desired content block and a modal menu bar will appear where you can apply a different font type, adjust the font size and color, and align your text. This menu will also let you hyperlink text and insert a personalization tag.

Add a Button for a Call To Action

Adding a button to your email campaign is a great way to make a call to action stand out to your reader — you may want to use this for webinar registrations or a .pdf download. To add this button, click on the Button content block and drag it to your desired spot. You will see that we have added the placeholder text, “Click Here.” To modify the content in the button, click on the button and delete the text provided and type in your own. The Options menu to the right will allow you to add a link that will take your reader to your website of choice when they click on that button. You can also control the background color as well as the font type, size, and color with the Options menu.

Saving Blocks to Reuse

If you have created a block of content that you’re going to want to reuse, you can save it for quickly applying it to future email campaigns.

  1. Click on the gear icon of the block you wish to save.
  2. Select “Save to Content Library”
  3. Your saved blocks will now show under the “Saved” tab on the right hand side of the campaign designer
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