Mass Email Campaigns

  • Updated

Creating and deploying Email Campaigns is streamlined within the Engage dashboard. Users have the option to build a new campaign from a blank canvas. 

  • Create: Build your campaign creative directly in the dashboard and configure your campaign settings.
  • Segment: Select the audience for your campaign from your existing list of segments.
  • Schedule: Send the campaign immediately or select a future date/time.

How It Works

  • Adjust the settings for a Campaign, including:
    • Campaign name - Internal only, not visible to recipients
    • Sender - the ‘from’ email address
    • Subject Line - What the recipient sees in the subject line of their email client
  • Select a Segment or Contact List to send the campaign to.
    • Suppresses any users in the Segment who are not opted in to email marketing
    • 'Dedupe' - If targeting more than one Segment, the system prevents sending a user in both segments 2 campaigns
  • Send a test email to any recipient, not just a logged in user
  • Schedule the campaign to send on a certain day at a certain time
    • Depending on the user's role and permissions, they may see a Submit for Approval button instead (learn more here).
  • Users can also go back and view Sent email campaigns, which includes an HTML snapshot of the creative used in a sent campaign

How to Launch

Navigate to Marketing -> Campaigns in the Engage Dashboard, and make sure you're on the Email tab


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  • Build: Select 'Create Campaign' - this will take you directly to the email editor to build your campaign creative.
    • Once the template is built, you have the option to send yourself (or any email address) a preview of your template
  • Settings: Click 'continue' to move to the Settings step - here you can:
    • Enter a campaign name (internal only)
    • Select your email 'from' address
      • Note: sender profiles are pulled in from SendGrid - if you need to create a new sender profile, navigate to Marketing -> Senders in SendGrid
    • Set your campaign subject (seen by recipients)
    • Optional: set a preheader
  • Segment: Click 'continue' to move to the Segment step
    • Select a Segment or Contact List from the dropdown - these are pulled directly from the pre-created Segments and Contact Lists in the Audience section of the Dashboard.
      • If you want to send to a Segment or Contact List not already in the list, you'll need to exit the campaign flow to create a new one.
  • Schedule: Click 'continue' to move to the Schedule step - here you can:
    • Schedule the campaign to be sent immediately, OR
    • Schedule for a future date and/or time
  • Review: Click 'continue' to move to the Review step
    • Check that all of the content and settings are as they should be, and if everything looks good, select Send/Schedule Campaign
    • Learn more about Marketing Campaign Approvals here

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