Create and Send an Email Campaign

Create and Send an Email Campaign

You can use the Email Messages system to send batch emails to Accounts, Customers, or Contacts you have uploaded.

Note: You must have your email message created BEFORE you begin your campaign. See Creating Emails for detailed instructions.

Example: You need to send the same email message to everyone enrolled in a number of your events.



How To:  Under Settings > Email Campaigns. Click “Create New Campaign” from the drop-down menus:

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This will expand the “Create New Campaign” window.
Type in a Campaign Name and choose the Send Date.
The Send Date can be a date/time in the future, or click NOW if you want it to go immediately.
(You will be able to review your selections before the campaign starts).
In the Select From Identity drop-down, choose the email address to send from.

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Next, choose the Email Message you would like to send from the Select Message drop-down:

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Reminder: You must have your email message created BEFORE you begin your campaign. See Creating Emails for detailed instructions.

Now choose the Distribution List or Lists to where you would like to send the email campaign from the Select List(s) to include: menu.

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If you want to exclude a list of email addresses, select the list you wish to exclude from the (Optional) Select List(s) to exclude: menu:

If you want to exclude a single email address, or enter a series of single addresses to exclude, enter the address you want to exclude in the field under "Upload a single email to exclude from this campaign (optional)." You can enter more than one email address to exclude, then click Upload single email exclude.

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You can also upload a CSV (Comma Separated Values file) of multiple emails to exclude from the campaign.  Click Choose File, then find and select the CSV file on your hard drive. Then click Upload multiple email excludes to upload the CSV file:

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Note: If you are NOT sending an email for marketing purposes, UNCHECK the box next to “This Campaign is Intended for Marketing Purposes.” This removes the UNSUBSCRIBE link from the emails.

To send the campaign once you have chosen your lists to INCLUDE and lists to EXCLUDE (if any), click Run Campaign at the bottom of the page.

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