After selecting New Campaign, entering the Campaign Name, and selecting Email from the campaign options, you are brought to the Email campaign creation section, which has the following steps.

1. Detail
2. Template
3. Personalize
4. Recipients
5. Summary

For a detailed explanation of email message status, please refer to the Email Status sections. The first section provides a sequence of common status values encountered during email processing, while the second section details the potential final status that indicates the email’s outcome.

Detail

In the Detail step,

1. Select the Email to be used to deliver the message from the Sender Email dropdown.
2. Enter the Email Subject.
3. Enter the Preheader (Snippet that appears in the inbox after the email subject)
4. Select Next.

Template

In this step, you can create a new email template from scratch, upload your own HTML, or select a previously created template.

With time, as you use the platform, you may create Email templates to which you can assign predefined platform categories. The View Templates by Category dropdown, located at the top-right corner, allows you to invoke these categorized templates to be reused.

No email templates are provided with the platform as they are industry, brand, and content-specific, but we provide flexibility to address most requirements, as you will see below.

The steps to add and personalize the message content are the following:

1. Select one of the following methods to create the Email content:

   • New: Create the Email Content from Scratch using the Email Editor by selecting the New card.

     
     

   • Upload: Use an existing HTML file for the Email content by selecting the Upload card.

     
     
     

   • Continue: Continue editing the template you have created by selecting the Continue card.

     
     
     

2. Add a Link Tracker button that allows the insertion of URLs that recipients can click for further actions. For more information on adding a link tracker to the SMS message body, go to the Link Tracker section.

   
   

3. Add Personalized Fields/Placeholders. Messages can be personalized using placeholders in the message content. For more information on how to add personalized fields to the Email message body, go to the Message Personalization section.

Once all the message details have been addressed, move on to the Summary by clicking Next.

Personalize

‘Personalize’ is the third step of the Email campaign creator. In this step, you create the content for the Email campaign.

For more information about the personalized fields configuration, go to the Message Personalization section.

Once all the message details have been addressed, move on to the Summary by clicking Next.

Recipients

To define the Email campaign Recipients,

1. In Define the Broadcast Recipients, select the Subscribers list dropdown box
2. Select one of the options offered

• Subscribers in Platform
• Upload a CSV List
• Write down Subscribers

For more information on selecting the desired Recipients, go to Define Recipients in the Campaign Elements section.

After selecting the Recipients, select Next.

Summary

In ‘Summary,’ the final step of the Email campaign creator is where you can

• Review Messaging campaign Details
• Select which links within the email campaign to track
• Set the delivery timetable
• Set the message delivery throughput

For more information about the Summary step settings, go to Summary in the Campaign Elements section.

Edit Email Campaign

To be able to edit the Email campaign, the message must not be sent yet. That is, once the user has completed each step, and the campaign activation has been saved as "Draft" or "Schedule", you will be able to edit each step configuration of the campaign.

The steps to edit an Email campaign are the following:

• Click on the Reports icon and select the Messaging tab. Then, locate the campaign saved as Pending (Draft) or Schedule status and click on the Report button.
• From the campaign card click on the Edit button. Once clicked, it will redirect you to the last step of the campaign configuration.

You can edit the:

• Email Messaging Details as sender email, email subject, and preheader.
• Template (email message): Select another template or create a new one with/without a link tracker.
• Recipients who will receive the Email campaign.
• Throttle configuration and Trackable Links.
• Campaign activation.

Once finished with the edition, select the Campaign Activation button located in the Summary section.