A step-by-step guide to sending your first campaign with Campaign Monitor. Follow the instructions on this page to create, test, send and view reports for a regular campaign.
Define the campaign and sender details
Open the client's Create & Send tab and click Get started (or Create a new campaign if this is not your first). Then follow the on-screen instructions to set up a "Regular" campaign, as shown here:
When you've filled in the campaign details, click NEXT. It's easy to come back later if you need to change anything.
The gallery is a selection of template designs that you can customize to suit your brand. Selecting a design will open it in Canvas where you can customize the template and layout content at the same time.
When a campaign is created using one of these designs you'll be prompted to give it a name, which adds it to your saved templates to use again next time.
If you already have a complete HTML email, designed externally and ready to send, you can upload it to your account using one of two options: import it from your computer, or import from the web.
Text mail are good for things like transactional emails, non-marketing-related content, or maybe to give your email a more personal feel. However, because they are plain text and no HTML, only basic reporting is available. You'll get bounce rates, but no stats on clicks or opens.
When the content is ready for your chosen campaign type, click DEFINE RECIPIENTS for the next step.
If you've already added one or more lists for your client, just select the one you want to send to from the Current lists page:
If there are no lists you'll be prompted to add new subscribers by typing them in or importing a file. You can also add new subscribers on the fly when you do have existing lists. Just click the Import new icon.
Adding subscribers like this will automatically create a new list for your client. Under Lists & Subscribers it will be called: LIST IMPORTED FOR
Click NEXT when you're done.
To double-check everything you've set up so far, we summarize it for you in a campaign snapshot. If you need to change something just click the the Edit buttons on your right:
If you selected a template to create your campaign, from the gallery or your saved templates, the snapshot is where you get the opportunity to check the plain text version of the email. It's worthwhile doing this because what looks great as HTML might need adjusting for the text-only format.
From the "Content" section, click PREVIEW to check for things like text formatting, and also to make sure the content makes sense without images and embedded links. Then click EDIT if you need to make changes.
When you're ready, click TEST AND DEFINE DELIVERY.
A Quick test allows you to send your campaign to five email addresses or less, for free:
Click SKIP THE TEST to keep moving or NEXT, after you're done testing.
SEND CAMPAIGN NOW or, select SCHEDULE IT FOR THE FOLLOWING TIME and choose a time and date to send it later. Campaigns can be scheduled to send hours, days or even a few months from now.
then click PAY FOR THIS CAMPAIGN
Your campaign report shows how many people are opening the email and which links have been clicked, as well as keeping record of bounces, unsubscribes and other important activity. Campaign reports are real-time, so refresh your browser window to see the latest stats and figures instantly.
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