Create an Email Campaign

Difficulty: Intermediate | Time: 15 min | Tier: All Plans

This guide walks you through creating an email campaign from scratch — from naming your campaign to hitting Send. By the end, you will have a fully designed email delivered to your chosen audience segment.

Step 1: Start a New Campaign

1. Navigate to Marketing > Campaigns and click Create Campaign.
2. Choose Email as the campaign type.
3. Give your campaign a name (internal only — your recipients will not see this).

Step 2: Select Your Audience

1. Click Select Segment to choose which contacts receive this campaign.
2. You can pick an existing segment (e.g., "Active Leads", "Newsletter Subscribers") or create a new one on the fly.
3. The recipient count will update to show how many contacts will receive the email.

Step 3: Design Your Email

1. Enter your subject line. Keep it under 50 characters for best open rates.
2. Enter the preview text — the snippet that appears next to the subject in the inbox. Use this to add context beyond the subject line.
3. Use the email editor to build your content:
   • Start from a template or build from scratch.
   • Add text, images, buttons, and dividers using the toolbar.
   • Use merge fields like {{first_name}} to personalize the email.
4. Set the From name and Reply-to email for this campaign.

Step 4: Test Before Sending

1. Click Send Test Email.
2. Enter your own email address (or a colleague's).
3. Check the test email on desktop and mobile to verify formatting, images, and links.

Step 5: Schedule or Send

1. Click Send Now to deliver immediately, or click Schedule to pick a future date and time.
2. Confirm the recipient count and click Confirm Send.
3. DreamFlow begins delivering your campaign. You can track progress in real time on the campaign detail page.

After Sending

Once your campaign is sent, the analytics dashboard shows:

• Delivered: Successfully reached the recipient's inbox.
• Opened: The recipient opened the email.
• Clicked: The recipient clicked a link in the email.
• Bounced: The email could not be delivered (invalid address, full inbox).
• Unsubscribed: The recipient clicked the unsubscribe link.

Related Articles

• Email Campaigns Overview
• Campaign Analytics
• Audience Segments
• A/B Testing in Campaigns

Need more help? Ask Sally in the chat bubble!