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How to create a campaign using the Campaign Builder


Creating and customizing a new campaign is easy with the Campaign Builder.  If you do not have this feature yet, contact support to upgrade!

  1. Login to your account
  2. Click the Create... button at the bottom of the page
  3. Enter your Campaign name
  4. The tool will automatically populate your Web address but you can edit that later if desired
  5. Click Save
  6. Under Campaign Details...
  7. Send date = Date to send campaign
  8. Send Time = Time to send campaign
  9. Show on Newsletter Board = If you want this campaign to appear in your newsletter board for your Business Profile, then keep this selected.  If not, then just de-select that option
  10. Update your Subject Line if desired
  11. Enter your Campaign Content (use the Source Edit mode to enter HTML code)
  12. Click the gear under Banner Image and either select a photo from our archive or upload your own image from your computer
  13. Click Save
  14. Under Social Schedule... (must have Social Sharing feature and connected to your networks)
  15. Select the Network to post to (i.e. Twitter, Facebook, Linkedin)
  16. Add content for the post ("Copy campaign link" will copy the link to the email campaign, but you are not required to use that if desired)
  17. Click the "+" to add another post, either for the same network or you can choose to post to another network from the drop-down
  18. Click Save
  19. Choose your Template Design/Layout/Color
  20. Click Save
  21. Under Preview...
  22. Here you can preview the campaign and any changes you have made
  23. Once you have made all changes and your campaign is ready to be sent to your customers, click Finalize and Close
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