Step 1: Navigate to the Campaigns Section
Click on the megaphone icon in the sidebar.
Select Email. This will take you to the “Campaigns - Email” screen.
Or simply click here and the link will take you there directly.
Step 2: Create a New Campaign
In the top right corner, click the Create Campaign button.
You’ll see the campaign creation screen with a template browser. You can start from scratch if no templates are available.
Step 3: Fill in Basic Info
Name your campaign—choose a descriptive name so you can easily identify it later.
Select the email channel you want to use.
Step 4: Choose Your Audience
Add your audience by uploading a contact list, using Quick or Advanced Filters or by clicking on the Search bar to search for your list, tag or segment you previously created or assigned to a group of contacts.
Once selected, click Save.
Step 5: Craft Your Message
Enter the subject line and the sender name (optional, but recommended for personalization).
Choose between the plain text editor or the HTML drag-and-drop editor.
If using HTML, you can add images, columns, social media links, and more.
Once you are done editing your email, hit Save.
Step 6: Schedule and Automate (Optional)
If you want to send the campaign at a later time, turn on the scheduling feature and select the date, time, and time zone.
You can also add automations to follow up on your campaign if needed.
Step 7: Review and Launch
Review all your settings and then click Send Campaign / Schedule Campaign to launch it.
And that’s it! You’ve successfully created an email campaign in Whippy. Follow these steps each time you want to launch a new campaign to keep your communication streamlined.