Create and send a campaign using a template

When your list has been created and you have added subscribers, you are ready to send your first campaign.

You have two options when it comes to sending campaigns:

1. By copying / duplicating a previous campaign - this creates a clone of the campaign including settings, the campaign email etc - which you can then edit / update as required.
2. By creating a campaign 'from scratch' using an email template that we will have setup for you - or you have created. This article describes how to create a campaign using a template. To see how to create a campaign using a previous campaign click here.

Navigate to 'campaigns

  • From your dashboard select 'campaigns' (or select campaigns from the side navigation
  • Click 'create new' campaign

Complete the campaign details (step 1)
  • Give the campaign a name
  • Select which type of campaign it is (regular or autoresponder)
  • Select which campaign group the campaign belongs to (if applicable) - helps you organise campaigns by type
  • Select which list (or lists) the campaign will be sent to. We recommend sending to a test list first and then duplicating the campagn before sending to your main list, as there is no preview / send a test when using a template (we assume you have already tested it!). (note, if multiple lists are selected a new 'merged' list is created)
  • Select which segment of the list the campaign is to be sent to (if applicable)
  • click save and next
Complete the campaign setup (step 2)
  • Update the send from name (will use the list default otherwise)
  • Update the send-from and reply-to email address - if different from the default
  • Update the default send-to name (defaults to email)
  • Give the campaign email a name
  • Update the campaign options:
    • open tracking - yes (default)
    • url tracking - SET TO YES (Important). The default is 'no' this should be updated to yes, otherwise we will be unable to track urls that have been clicked.
    • All other setting can be left at hte defauls settings
    • Email stats - add the email address where you would like campaign stats to be sent to (optional - you can also login and get the stats at any time)
    • Add a pre-header description (optional). Some email clients display this as a preview to help you decide whether to open the email. So make sure this is compelling!
  • Set the subscriber actions (if required) 
  • Select the delivery server - IMPORTANT (This will only be visible if you have more than one delivery server set up) If you do, one needs to be selected or your campaign will not send!
  • Add any campaign attachments that are required. Please note we set a maximum file size for this - as adding attachments slows down the delivery.
Select your campaign tempate (step 3)
  • You have a number of options when it comes to selecting a tempate:
    • Select from URL. If you have your template saved as a landing page on your website.
    • Upload a template 
    • Change or select your template

Taking each in turn:
  •  Select from URL
    • click the 'select from URL link
    • add the URL for your template
    • select whether to automatically include a plain text version
    • click import
    • Please note: it is important that your url contains a valid html email template with absolute paths to resources! Ie images and links must include the full url as their path eg - not a relative path to your domain eg /image-name.jpg. Otherwise the images and links in your template will not work.
    • Your template MUST include a valid unsubscribe link TAG - eg  [UNSUBSCRIBE_LINK]
  • Uplaod a template
    • You shuld prepare your html file and zip up the file and images
    • Click 'upload template'
    • Navigate to your zip file
    • Select whether to automatically include plain text
    • Click 'upload archive'
    • Please see this example archive in order to understand how you should format your uploaded archive! Also, please note we only accept zip files.
    • Your template MUST include a valid unsubscribe link TAG - eg  [UNSUBSCRIBE_LINK]
  • Change or select your template
    • Click the select / change template link
    • Select the template you want to use - which will automatically load the template for editing purposes
    • Please note: once you select a template, the existing content of the campaign template will be overridden by the one you have selected.
      If you don't want this, then just click on the cancel button and you will be redirect back to the inital template page.
Editing your template
  • Make your required amendments to the template using the WYSIWYG editor
  • The ditor behaves in a similar fashion to the toolbar you'll be familiar with using microsoft word - just bear in mind:
    • You are better editing the text using the WYSIWYG editor - rather than copying and pasting. If you do need to copy and paste we'd recommend pasting into a plain text editor first.
    • In the toolbar there is a 'paste as plain text' option (top row)
    • Once you have the text in place you can style as required
    • If you need to change the images - please ensure the replacement images match the size of the template images exactly. You will need to prepare your new images separately, click the image you want to change (so it is highlighted) and then click the image symbol. It's worth taking a ote of the URL before you replace it!
    • Optionally you can upload replacement images by clicking the 'browse server' link (in the image properties window) from where you can ceate folders and upload images as rquired.
    • When you are happy with the changes you have made click 'save and next'. You will need to have included an unsubscribe link (TAG) before you can proceed.
Confirm your campaign settings (step 4)
  • The date and time you want the campaign to be sent
  • Whether the campaign needs to send more than once (recurring)
  • Any conditional rules that you want to apply eg only send to people who have or have note opened a previous campaign
  • Check your other settings and then click 'send'. The campaign will be sent at your specified date / time. 
  • When you create a campaign from a template, it's worth sending to your test list first and then duplicating the campaign before sending to your main list.

We strongly advise that you test all campaigns before actually sending them.

If you want to test your campaign spam score, feel free to use this tool.

To test your campaign in various email clients, use this free tool.

After sending you will get detailed, real time statistics available on the campaign dashboard.

  • Navigate to the overview list of campaigns
  • Click 'campaign overview' icon to the right of the campaign you wish to view
  • You will be presented with an overview of the campaign, from where you can export the basic overview stats
  • In additon, all blue text includes links which are clickable so you can drill down to more detailed stats:
    • Opens
    • Clicks
    • Unsubscribes
    • Bounces
    • Within each of the above reports there is an option to export the stats for that report as a csv file
    • In additon, within each report there are options to drill down even further - click the blue links!

Categories: NewZend User Guides