In the Campaigns section, you can craft powerful one time or automated follow up campaigns depending on your particular objective. To get started, click on Campaigns > Email Messaging > New Campaign.

Setting up a Campaign

In this section, you’ll be able to setup the basics for your campaign.

  • Campaign Name
  • Campaign Type (One Time/Follow Up)
  • Subject
  • From Name & Reply Email
  • Enable Text Version (Yes/No)

Campaign Name
This is the title of your campaign, you’ll want to make this easily recognizable for reporting and future reference later on.

Campaign Type
Here you can choose between a one time and follow up campaign. One time campaigns are the campaigns you are most likely used to where you can send a single email to several recipients. Follow up campaigns allow you to not only send a primary email, but also subsequent follow up emails for those recipients that do not take an action and reply later on. This is a very powerful feature that can yield tremendous results, but should be used selectively. We encourage you to learn more about this here.

This is the standard subject line that will appear in your email.

From Name & Reply Email
This is the name recipients will see when an email is received. It is also the email they will send to when they hit the reply button.

Enable Text Version
This is if you optionally want to add a text based version of your email to send to recipients that have plain text enabled in their email software.

When you have finished entering this information, click on the Next Step button.

Writing Your Campaign Email

After proceeding to the next step, you’ll see the WYSIWYG editor. If you’ve already added your signature, you will see it pre-populated inside the editor.

At this point, you can begin typing your email message. We encourage you to make use of the dynamic variables for higher levels of customization and also use our writing effective emails guide.

To insert a variable, click the “Variables” drop down and select the desired data snippet. If you want to insert someones first name, just click on “First Name” and it will automatically be added to your message. Your variable list will grow depending on the custom fields defined in your account.

You may also add your inquiry link, donation link and survey links if applicable to your plan.

Writing Follow Up Campaign Emails

Please note that if you selected “Follow Up” as a campaign type, your interface will look different than the one shown above. Please click here for help with follow up campaigns.

When you’re finished writing your email, click on the next step button.

Sending Your Campaign

After proceeding to the next step, you’ll be on the deployment page where you can send yourself a test email, define recipients and schedule your email.

Test Email
To send yourself a test, just add your email address to the box and click on the “Send Test” button.

Campaign Recipients
In this drop down, you can select all of your recipients or the “Affinity Group” you would like to send to. This is helpful if you only want to send your message to a select group like “Board Members” or “Volunteers”.

You can choose to send your message now or schedule it for a later time by selecting the given options.

We will send a confirmation email to the address provided upon successful deployment of your campaign.

When you are finished and ready to send or schedule, just hit the “Process Campaign” button.