How To Create An Email Campaign?

Regular Email Campaign on BayEngage

Danielle From BayEngage avatar
Written by Danielle From BayEngage
Updated over a week ago


With BayEngage, you can send or schedule an email campaign to your contacts from a list or a segment.

To schedule a campaign, you should keep the following ready:

  • Contact list/segment

  • Validated company email address

  • Email design

How To Create A Campaign On BayEngage?

Here's a quick video on how to set up a campaign on BayEngage.

Steps to create a campaign on BayEngage:

  1. Login to the BayEngage account or create a new account if you don’t have one.

  2. From the left menu, select “Campaigns” (Email Campaigns) and click on “Create Email Campaign”.

3. Give your campaign an appropriate name and click on” Next”. By default, the Standard campaign is selected. If you are looking to send a one-time campaign without A/B testing it, continue.

4. Now, you can fill out the campaign details by starting with the “To” field. Click on “Add Recipients” to choose the list of contacts to whom you want to send the campaign.

📚Recommended Read: If you are not sure how to upload a list, read this article on “How to upload a list on BayEngage”.

Choose the list(s) to whom you want to send the campaign and click on “Save”.

Delivery Control

You can also set a Delivery control rule to make sure that your recipients who received a campaign in the last “X no. of hours” do not receive this campaign.

Note: Delivery control is calculated based on hours - (multiplier of 24 hours, if it's 2 days = 48 hours, 3 days = 72 hours, etc)

Exclude Recipients

If you do not want some contacts from the list you have uploaded to not receive this campaign, you can go ahead and exclude them by clicking on “+ Exclude recipients”. You need to have a separate list of these recipients so that you can add that to the excluded list.

For example, if your list contains 500 contacts and you want to exclude 10 contacts from this (to whom you do not want to send the campaign), you can make use of the “exclude recipients” option”.

5. Next, go ahead and click on the “From” field. Here, you will see the “From name”, “From email address”, and “Reply to” pre-filled based on your account settings. If you want to make a change, you can do that too. Once you have updated it, click on “Save”.

6. Now, it’s time to give your email a catchy and compelling subject line. You can personalize your subject lines on BayEngage, spruce it up with emojis, add an intriguing preview text, and more!

Email & Subject Line Personalization

You can personalize your subject lines on BayEngage based on:

  • First Name

  • Last Name

  • Email Address

  • Address

  • City

  • State

  • Country

  • County

  • Zip code

  • Phone

  • Customer signed up date

  • Birthday

  • Phone Number

  • Based on custom fields

Note: If the variable tag used in the subject line has any missing data, you can also have an alternate placeholder:

The email content can also be personalized based on these variables.

7. Next, is the most important part of your campaign - email design! You can either customize a pre-built template or start designing from scratch.

How to create an email using email templates on BayEngage?

  • Click on “choose” in the free email templates category and you’ll be redirected to the template library.

  • Scroll through the huge collection of templates, search for the theme that you want. You can also find the best fit from the type, seasons, and industry categories.

Once you pick the one you want, you can customize every bit of it.

  • Swap out the content, images, colors, font style, colors, and more to make it look exactly the way you want.

  • Once you’re done, click on “Save & return” to continue with your campaign setup.

Note: The email footer requires you to add the sender address and unsubscribe link in the email footer as per the CAN-SPAM laws. If the unsub tag is missing in the footer, it will be auto-injected in the footer tag at the bottom of the email content.

📚Recommended Read: If you are not sure how to customize an email template, read this article on “How to edit an email template on BayEngage”.

8. You can now send a test email by clicking on the “Send test email”. You can send it to your email address or other team member(s) by simply separating them with a “comma”.

UTM tracking

Track the clicks and other metrics of your campaigns by setting up a UTM parameter for your links. By default, there will be some parameters for your UTM links (source, medium & campaign). You can also customize it to your liking.

9. Once you are happy, click on choose the “Send Now” option for your campaign to start reaching your audience immediately.

Schedule your campaign: You can send your campaign by either sending it immediately or scheduling it at a favorable time zone.

Note: By default, the “Send Time” option will be selected in the setting.

📚Recommended Read: Learn more about the send now and send later options here.

Campaign Report

BayEngage gives you an option to track and monitor all your key metrics. Depending on this data, you can tweak your strategies every now and then.

Pause Campaign

When you schedule a campaign, you will have an option to pause your campaign anytime before the sending begins or while a campaign is in the middle of sending.

Once the campaign is paused, the campaign will stop sending emails.

You can also resume the campaign.

Learn more about it here.

Edit & Clone A Campaign

Want to repeat this design for your next campaign? You don't have to work on it from scratch. A campaign that you have created can be deleted, edited, and cloned at any given time.

Learn more about it here.

🤔 Can I send campaigns in different time zones?

Yes! You can send different campaigns in different campaigns irrespective of the time zone you are in and the time zone set in your account settings.

🤔 What if some of my contacts don’t have the data for personalization?

BayEngage enables you to fill in the gap with a fall back variable. For example, if some of your contacts don;t have the “first name”, you can set up a fall back variable as “Hello there” in place of “Hello first name”.

🤔 Why do I see a mismatch in recipient's count in "send now" v/s. "schedule later"

For “send later” the count is displayed based on when the campaign is going to be scheduled (when unsubscribes happen or when there are new opt-ins) before the campaign takes off. Whereas for “send now”, it will be accurate.

🤔 What is delivery control and why is it important?

Delivery control helps you to make sure that your recipients who received a campaign in the last “X no. of hours” do not receive a campaign within a short period. You can set this rule to make sure that your recipients are not bombarded with too many marketing messages in a short span (results in unsubscribes, seen as spammy, etc)

🤔 Does BayEngage show campaign performance metrics?

Yes, you can view the campaign performance on BayEngage (View reports) to find out opens, clicks, unopened, unsubscribes, spam, delivery score, and more.

🤔 How do I send a follow-up campaign on BayEngage?

You can create targeted follow-up campaigns on BayEngage by creating segments if “opened”, “unopened”, and “clicked” metrics.

🤔 Is it possible to clone a campaign instead of creating it from scratch?

Yes, absolutely! You have the option to clone, edit, and delete a campaign on BayEngage.

For any questions about email campaigns on BayEngage, feel free to write to us at

Related Resources:

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