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Create an Email Campaign

Note: Campaign Builder may not be available for all packages.

Create the campaign

  1. Log in at app.outboundengine.com

  2. Click Campaigns from the left-hand column

  3. Click Create near the top right

  4. Select a campaign type from the drop-down menu

    • Newsletter (Recommended)

    • Text

    • Image

  5. Give your campaign a name

  6. Click CREATE to enter the Campaign Details

Note: Click DONE at the top right to return to the full list of Campaigns.  You will now see your new campaign listed in the scheduled with a Draft status and indicated by a snowflake icon in the type column.

The campaign will not be sent if the status is Draft when the scheduled time passes.

Update the campaign

  1. Log in at app.outboundengine.com

  2. Click Campaigns from the left-hand column

  3. Right-click on the custom campaign you would like to edit

  4. Click Details from the drop-down menu

  5. Update the following sections:

Details

  • Give your campaign a name: this field populates the URL that will lead to this campaign on your Website after it is sent

Schedule

  • Send Date

  • Send Time

Note: Recommended send times include TUES, WED, or THURS either first thing in the morning or right after lunch as we find these times result in better engagement.  We also recommend scheduling your custom emails equally spaced between the newsletters that we are creating for you.

Select Recipients

Choose who to send this campaign to:

  • Select specific Tags

  • Select specific Contacts

  • Send to all contacts (Default)

Primary Content

  • Email subject line: will display in your contacts' inboxes

  • Headline: appears at the top of the email newsletter (like a title)

  • Content: information for the body of the email

    • upload paragraphs, lists, images, hyperlinks, etc

  • V2 Campaign Images: banner image at the top of the newsletter

    • recommended size = 800 X 420 pixels

Social Content

Schedule posts for Facebook and LinkedIn related to the content of your custom email. Populate each of the following fields:

  • Select a posting day

  • Select a posting time

  • Post

  • Link

Note: Click DONE at the top right to save changes along the way.

We recommend that you Preview the campaign before finalizing to make sure you are happy with the content and formatting.

Finalize the campaign

  1. Log in at app.outboundengine.com

  2. Click Campaigns from the left-hand column

  3. Right-click on the custom campaign you would like to finalize

  4. Click Details from the drop-down menu

  5. Toggle the Campaign Status switch at the top right from DRAFT to READY (it will turn green)

  6. click DONE at the top right to return to Campaigns

    • your custom campaign status will update to Scheduled