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How to Create an Email Campaign

This guide will walk you through the steps to create an email campaign. From choosing your audience to scheduling it for delivery.

Mariana Constantin avatar
Written by Mariana Constantin
Updated this week

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.

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