Before you start, make sure you have created your target contact list. Learn more →
Step 1 : Create the campaign
From a list :
Click Lists in the left menu
Open the desired list
Click Actions → Create a campaign
Fill in : name, channel (Email), template, recipient filter
Click Confirm
The list is automatically pre-selected as the recipient.
From the Campaigns section (with group) :
Click Campaigns in the left menu
Click Create a campaign group
Fill in : name, channel (Email), template, filter, recipient list(s)
Click Confirm, then create your individual campaigns inside the group
Step 2 : Configure the design
Option 1 — Custom HTML code
Enable the Custom HTML toggle
Enter the email Subject
Enable Active scheduling if you wish to schedule the send
Paste your HTML code
Include the
[[UNSUBSCRIBE_URL]]variable for the unsubscribe linkClick Save
Option 2 — Visual editor
Fill in the following fields in order :
Field | Description |
Active scheduling | Enable to schedule the send date and time |
Name | Internal campaign name (not visible to the recipient) |
Filter | All contacts / Loyalty only / Marketing only |
Banner | Main image (PNG/JPG, optimal size: 1000x600px) |
Logo | Your establishment's logo (PNG/JPG) |
Logo URL | Link the logo points to |
Subject | Email subject line (visible in the inbox) |
Title | Title displayed at the top of the email body |
Main body | Message body with rich editor (size, font, color, bold, links, images…) |
CTA text color | Color of the action button text |
CTA background color | Color of the action button background |
CTA text | Text displayed on the button (e.g. "Click here") |
Button link type | Custom URL or other link type |
CTA link | Button destination URL |
Last paragraph | Closing text (optional) |
Second banner | Secondary image at the bottom of the email (PNG/JPG, optimal size: 800x240px) |
Footer | Footer text — do not delete the |
Use placeholders to personalize your message :
Variable | Description |
| Contact's first name |
| Contact's last name |
| Email address |
| Online shop link (configure in Company → Shop URL) |
| Establishment name |
| Favorite product |
| Favorite category |
| Reward obtained |
| Remaining bankroll balance |
Additional options :
Service notification : enable to ignore the opt-in condition (purely informational messages, e.g. exceptional closure)
PDF loyalty card : enable to offer the contact a link to their loyalty card in PDF format
Add a reward to the campaign (Learn more →)
Step 3 : Save and preview
Click Save — the campaign is saved as a draft
Send yourself a preview via the Actions button in the top right (Preview)
You can modify the recipient list at any time
Step 4 : Send or schedule
Click Send for an immediate send
Or enable Active scheduling to set a specific date and time
