Overview of the Email Marketing Platform

In this article, you'll learn how to navigate the marketing platform and set up a campaign once it's activated.

Step 1: Start by accessing the activated marketing platform.

Step 2: Click on Marketing.

Step 3: Next, click on Campaigns to open your campaigns dashboard. Here, you'll see analytics and an activity log.

Step 4: In the Campaigns section, you'll find all your previous campaigns and have the option to start a new one.

Step 5: Navigate to Automations to set up your automation lists.

Step 6: This is where you'll find your list of contacts. An overview and certain analytics are available for your perusal.

Step 7: View your lists

and contacts

here. You also have the option to set up segments based on your subscriber lists.

Step 8: To set up a campaign, start with Campaign.

Step 9: Click on Create Campaign.

Step 10: Choose Regular.

Step 11: Select your subscriber list. In this example, we're using a test list.

Step 12: Click Save and next.

Step 13: Title your campaign, give it a subject, and submit. Select the sender's name and email.

Step 14: Click Save and next.

Step 15: Create your campaign using an existing template, a blank template, or upload a PDF version of a template.

Step 16: Select a template.

Step 17: Use Email Builder Pro to customize your template. You can change your logo and text here.

Step 18: Once your campaign looks the way you want, click Save. You can preview your campaign and add subscriber names using tags. When you're ready, click Save and close.

Step 19: Click Next to choose when to send your campaign - immediately or at a specific time.

Step 20: Once you're ready, you'll be directed to a confirmation page.

And that's it! You've successfully navigated the marketing platform and set up a campaign.