Create an Email Campaign

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

Create the campaign


Log in at app.outboundengine.com


Click Campaigns from the left-hand column




Click Create near the top right





Select a campaign type from the drop-down menu





Newsletter (Recommended)
or
Text
or
Image


Give your campaign a name


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.*

To Update an existing Campaign


Log in at app.outboundengine.com


Click Campaigns from the left-hand column


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


Click Details from the drop-down menu to update


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 it to make sure you are happy with the content and formatting.

Finalize the campaign


Log in at app.outboundengine.com


Click Campaigns from the left-hand column


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


Click Details from the drop-down menu to finalize


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


click DONE at the top right to return to Campaigns


your custom campaign status will update to Scheduled