Creating and managing email campaigns in Performance Leader is straightforward and gives you the flexibility to communicate with your team at just the right moment. This guide walks you through the entire process, from setting up your campaign to monitoring its success. By the end, you'll be confident in creating targeted email campaigns, scheduling them for optimal timing, and tracking their performance. The video embedded on this page demonstrates each step, and you can refer to it alongside these instructions.
Setting up your campaign details
Begin by navigating to the email campaign area through your admin dashboard.
Go to the email campaign section through your admin dashboard
Click '+ Create campaign' in the top right
The email campaign creation wizard guides you through the essential setup steps.
Provide a campaign name (e.g., 'Objective Reminders')
Select a distribution list to determine who receives the email (note: you'll need to create distribution lists beforehand)
Choose an email template that contains your message content (note: you'll need to create email templates beforehand)
Scheduling your email campaign
Decide when your email should reach recipients, with flexible options for one-off or recurring communications.
Choose whether to send the email immediately or schedule it for a specific time
If scheduling, select your preferred date and time
Optionally, set the campaign to repeat at regular intervals (weekly, fortnightly, monthly, or quarterly)
Using email campaigns test mode
Test mode allows you to preview and verify your campaign before sending it to your entire distribution list.
Enable the test mode setting to trial your email campaign
This allows you to watch the campaign go out and verify everything works as expected
Reviewing and sending your campaign
Before finalising, take a moment to review all campaign details.
Click 'Next' to see a summary of your campaign settings
Click 'View' next to the distribution list to confirm who will receive the email
Review the email content to ensure accuracy
Choose to send a test email to yourself or another reviewer if approval is needed
When ready, click 'Send' (or 'Save as Draft' if you need to return to it later)
Monitoring your campaign
Once sent, you can track your campaign's progress and gather insights on engagement.
Observe the sending status displayed on screen
Check the status indicator at the top of the page
If needed, click the 'X' to cancel the campaign whilst it's sending
Once sent, the status will automatically update to 'Sent'
Click the Analytics button to view detailed statistics about the email, including delivery and engagement metrics
Access full campaign details by clicking into the sent campaign