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Building an email campaign

‘Build Your Email’ is the first step to creating a HTML email campaign. Here you will ‘build’ what your campaign will look like and enter content.

Creating a campaign is a 5 step process:


1)    New Email

Click on the blue ‘New Email’ button, located in the left hand corner above the email campaign list.

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2)   Set-up

Fill out the required details of this step:

  • Give the campaign a unique name
  • Select the project ‘Owner’ by linking the campaign to an existing Project in Publisher
  • Click ‘Next’ to save your name and move to the next step

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3)    Choose Template

  • Choose a template that you think will best hold the content you are planning for the campaign.
  • Click ‘Next’ to save your selection

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4)    Fill Content

  • Add you content to the text boxes provided, being sure to remove the sample text.

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Inserting Images

To insert images, click the 'Choose Image' box on the left hand side of the photo box. A box will then open up for you to select the Project folder where the image is located. To refine your search even further, enter keyword/s into the 'Text Search' box and click the blue magnifyiing button to commence.

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Alternatively, to expand your image search to all Projects, don't select a Project, just insert keywords into the 'Text Search' box.  Publisher will then search all project folders for images that match the keywords.

*Images will have had to have been uploaded into Files prior to creating the campaign.

5)    Save

Above your email template there will be three blue boxes - Save, Save & Finish, Save & Send.

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  • Save - Click whenever you would like to ensure your changes will be saved.
  • Save & Finish - Will save your email and direct you back to the list of saved campaigns.
  • Save & Send - Will save your email and direct you to the Send stage of email campaigns, where you will select your recipients and schedule a send time and date.

Once you have hit 'Save & Send' you will be directed to 'Schedule Campaign'

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