This video shows how to create and send an email campaign. This is separate to the editor in the templates area. However, as you will see in the video, you can also use the emails created in the templates areas in campaigns as well.
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The below steps will show you how to create and send an email campaign in your account:

1. Navigate to the marketing tab on your left hand side menu and then click through to Emails > Campaigns:

2. Here you will see a list of any existing or past campaigns. To create a new one, click the ‘+ New’ button up the top right:

3. Then you will be given the option to select Blank (a new blank email to design from scratch), Email Marketing Templates (existing templates in our database to use as the baseline of your email) or Your Templates (existing templates you have already created in the Templates tab):

If you select ‘Blank’, you will need to select whether you want to use the Design Editor (our recommended option, this allows you to design the template yourself), Code Editor (useful if you prefer to code your emails) or Plain Text Editor (useful if you want to just send a plain text email without any design features):

If you select ‘Email Marketing Templates’, you will need to browse and select the template style you like best from our template library (note, you can customise this after selecting):

If you select ‘Your Templates’ you will be prompted to select the template you wish to use from your existing email templates:

4. Once selected, your email campaign will be created and you can rename the campaign:

5. You can then start customising your campaign. To add a new element in the campaign, click the + icon up the top left. You can add a variety of element types such as text, images, buttons, videos, social media icons & more. Click on the element of your choosing and drag it into the campaign:

6. You can select the element and the customiser menu will appear on the left to customise this specific element. There will be a breakdown at the bottom of this article to explain each of the elements and their customisation settings:

7. Repeat this process of adding and customising your elements until your email is finalised

8. Up the top right, you can then preview your campaign where you can see how it will look on desktop, tablet and mobile view:

9. You also have the option to select the three dots up the top right where you can test your campaign (recommended), view version history or add any file attachments to the email if required:

10. Once tested, hit the ‘Send or Schedule’ button up the top right:

Then select how you want to send the email. You can choose to send the email now, schedule it for a later date and time, batch schedule (this allows you to send the email in batches to a certain number of people at a time if it is going to a large number of contacts), RSS Schedule (automates sending updates from blogs, feeds, or content streams) or Smart Send (You can only use this option if at least 1,000 emails have been delivered from your account within the past 60 days. This option will send your email campaign at the best time, automatically):

The Send Now option immediately sends your campaign to the selected recipients according to their location time zone. This method is best for urgent communications such as flash sales or important announcements.

When to use Send Now:

Setup Steps:

You also have some additional optional settings here to track clicks, UTM tracking, add tags, or resent the email to unopened:

The Schedule option lets you select a specific date and time for delivery. This ensures your campaign reaches your audience when they are most likely to engage.

When to use Schedule:

Setup Steps:

The Batch Schedule option allows you to send large campaigns in smaller groups (batches). This reduces the risk of deliverability issues and spreads out sending over a chosen timeframe.

When to use Batch Schedule:

Example: If you have 1000 contacts and set batch quantity to 100, emails are delivered in 10 rounds.

Setup Steps:

The RSS Schedule option is designed for automated campaigns linked to an RSS feed. Each time the feed updates, an email is generated and sent according to your schedule.

When to use RSS Schedule:

Setup Steps:

11. Once your settings are set, you can click the 'Review and Schedule' button to schedule your campaign:

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Clicking on the 'Add Elements' button creates a comprehensive list of content types you can add to your email. Here's a brief description of each:

This element can be used for headings, paragraphs, captions, and more. With the inline editor, you can fine-tune every text aspect, from the font style to the colour and alignment:

Managing Text and Formatting

An inline editor is a powerful tool that lets you easily manage text and its formatting. When you highlight any portion of text, a range of options becomes available in the editor.
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You can change the heading type:

Select a different font, adjust font size, and modify the text colour:

Options for bold, italic, underline, and strikethrough are also available:

If you wish to add a hyperlink to your text, the inline editor allows you to do so, giving you control over its display text and target URL:

Add/Edit Link: This option allows you to add a new hyperlink to your email or modify an existing one.

Link URL: This is the web address (URL) you want the hyperlink to direct to when clicked. It could be a webpage, a downloadable file, or other online resource. Always ensure the URL is correct and functional.

Text to Display: This is the visible text that will appear in your email and be clickable. This could be a call-to-action like "Read more, "Download now", or simply the name of the webpage you're linking to. It's best to keep this text concise and descriptive of its linked content.

Title: The title attribute is optional and can provide additional information about the link. It often appears as a tooltip when a user hovers over the hyperlink. It can provide extra context or explain where the link will take the user.

Open Link in New Window: This option, when selected, means that when the recipient clicks the link, it will open in a new browser window or tab instead of the current one. This can be useful when you don't want the user to navigate away from the email or the current webpage.
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You can also adjust text alignment and line height or introduce bullet points to your text.

The inline editor also comes equipped with advanced editing options. The 'Clear Format' feature lets you strip any existing formatting from a section of the text, a handy tool when pasting text from external sources:

​Custom values: They bring a personalised touch to your emails by incorporating specific recipient details such as their name or location. This personalisation can improve your email's relevance to each recipient, thereby improving engagement rates:

Trigger links: They allow recipients to perform certain actions directly from the email, such as confirming a subscription, unsubscribing, or accessing a special offer. These interactive elements can drive engagement and boost conversions by simplifying user actions:

The Image element can be used to include photos, graphics, or any other visual content in your campaign. You can upload images directly from your computer or link them from an external source:

Image Upload: Use the upload feature to add an image directly from your device. The maximum upload size is 10MB, ensuring you have enough capacity for high-resolution photos.

Image URL: Alternatively, you can link an image from an external source or your account's Media Library. Paste the image URL into the provided field.

Alt Text: Alt text helps improve email accessibility for recipients who use screen readers or when the image fails to load. Describe the image briefly and clearly in this field.

Link (optional): If you want your image to redirect to a specific URL when clicked, you can input the desired link in the Link field.

Width and Height: Adjust the size of your image using these fields. You can set specific pixel values or tick the box for 'Set height and width to auto' for automatic sizing based on the image's original proportions.

Padding: Control the space around your image by adjusting the padding. Set the padding for the top, bottom, left, and right sides according to your design preferences.

Alignment: Set the alignment of your image. For instance, select 'Centre' to centre your image in its respective container. Other options include 'Left' and 'Right' alignment.

Enhance user interaction with the Button element. You can link to a webpage, start a download, or trigger any other click-based action:

Button Text: Enter the text you want to display on your button

Font and Size: Choose the font and size that best fits your email's aesthetic

Font Colour: Select the colour of your button text. Colours are specified using hexadecimal codes, e.g., '#ffffff' for white.

Actions:

Alignment: Choose the alignment for your button. Options include 'Left,' 'Centre,' or 'Right.''

Total Width: If you want your button to span its entire container width, enable this option.

Background Colour: Choose the colour for your button's background. Like font colour, this is specified using a hexadecimal code. For instance, '#000000' will make the button's background black.

Border Radius: Customise the roundness of your button's corners by adjusting the border-radius. A higher number will result in more rounded corners. For example, setting the radius to '75' will give your button a pill-like shape.

Padding: Set the space between your button text and the button's border by adjusting the padding values for the top, bottom, left, and right sides.

The Divider element allows you to introduce clear separations between different sections of your email. Customise the colour, width, and style to fit your design.

Height: Set the thickness of your divider line. A more significant number will result in a thicker line. For example, setting the height to '2' creates a moderately thick line.

Width (%): Determine the horizontal span of your divider within its container. This is expressed as a percentage of the container width. For instance, a width of '100' means the divider will span its entire container width.

Line Type: Choose the style of your divider line. Options typically include 'Solid,' 'Dashed', or 'Dotted.'

Alignment: Choose the alignment for your divider. Options include 'Left', 'Centre', or 'Right'.

Colour: Specify the colour of your divider using a hexadecimal code.

Padding: This adjusts the space between your divider and other elements. You can set different padding values for the divider's top, bottom, left, and right sides.

Want your recipients to visit your social media profiles? The Social element lets you easily include icons linked to various social media platforms.

Social Items: Add your social media platforms. You can typically add icons for Facebook, Instagram, and Twitter. Just click on the platform and enter your handle or profile URL.

Icon Styles: Determine the look of your social media icons. You can choose between styles, shapes, and designs to best fit your email's aesthetic.

Display: Choose the display mode for your icons - it can be 'Icon', 'Text ', or 'Icon and text.'

Align: Adjust the alignment of your icons within the email. You can align them to the 'Left,' 'Centre,' or 'Right.'

Font: Set the font for the platform's name that appears with the icon. If you're using the 'Icon and Text' display, this will be the font of the text.

Font Colour: Specify the colour of your social icons using a hexadecimal code.

Size: Adjust the size of your icons to ensure they're easily visible but not overwhelming.

Space: This sets the amount of space between each social media icon.

Padding: Adjust the space between your social media icons and other elements. You can set different padding values for the social media icon section's top, bottom, left, and right sides.

Use the Footer element to include essential information like contact details, company address, or unsubscribe links.

Text Editing: Click on the footer text to activate the inline editor. You can then alter the text to meet your requirements. You can type directly into the footer whether you want to add your company's address, privacy policy links, or an unsubscribe link.

Font and Style: The inline editor lets you alter your footer text's font, size, and color. Highlight the text you want to change and choose from the options in the editing toolbar. You can make the text bold, italic, underline it, or add a strikethrough.

Links: Using the inline editor, you can easily add hyperlinks in your footer. Highlight the text you want to turn into a link, click the 'link' icon in the toolbar, and enter your desired URL. This is handy for linking to your company's website or directing to a specific page like your terms of service or privacy policy.

Alignment and Spacing: Align your text to the left, right, or centre, as per your design needs. Also, control the line spacing to ensure your footer text is readable and neatly presented.

Need more advanced features? The Code element allows you to insert custom HTML code directly into your email. This is where you input your custom code. This allows you to create more advanced layouts and components within your email.

Please note:

The Code block is intended for users who are proficient in HTML. As a precaution, we recommend familiarising yourself with the essentials of HTML before using this feature.

Engage your recipients with multimedia content. Insert a Video element and link it to your hosted video content.

Video Type: Select the platform where your video is hosted. This could be YouTube, Vimeo, Wistia, or HTML 5 video.

Video URL: Paste the URL of the video you wish to embed. This should be the direct link to the video on your selected platform.

Video Thumbnail: This is the image that users will see before they play the video. You can upload a custom thumbnail (maximum size: 10MB) or use an image URL. For instance, a placeholder image from your Media Library could be used.

Width and Height: Set the dimensions of the video player within your email. You also have the option to set the height and width to 'auto', which adjusts the size based on the video's aspect ratio and the space available in the email.

Play Button Size: Choose the size of the play button that appears on your video thumbnail. Options typically include Small, Medium, or Large.

Play Button Opacity: Adjust the visibility of the play button. You can make it more or less opaque depending on your design needs.

Padding: This is the space around your video player. You can adjust the top, bottom, left, and right padding to fit the video perfectly within your email layout.

The Shopping Cart element is a handy tool for including product details, pricing, and direct links to your online store. It's a way to remind them of the products they're interested in and encourage them to finalise their purchases. Note, this will only work if you have a payment integration and an online store set up.

Padding: Adjust the space around your shopping cart content to separate it from other sections in the email visually. Padding can be adjusted at the cart section's top, bottom, left, and right.

Font: Choose the font for the text in your shopping cart. It could be the system default or another style consistent with your email design.

Text Colour: Customize the colour of the text in your shopping cart.

Background Colour: Select the colour of the shopping cart's background.

Within the Shopping Cart element, you typically display the following for each product:

Product Name: The name of the product as it appears on your website or online store.

Price: The individual price of the product.

Quantity: The number of that particular product the customer has chosen.

Line Price: The total price for that line item (Price x Quantity).

Repeat these steps for each product in the shopping cart. Displaying this detailed information provides transparency and helps customers review their orders, making them more likely to proceed to checkout.

The RSS Header block in the email builder is a powerful tool that allows you to dynamically populate the <channel> tags from your RSS Feed in your email campaign.

Here are the tags and their corresponding custom values you can use:

<title> corresponds to {{rss_feed.title}}

<description> corresponds to {{rss_feed.description}}

<link> corresponds to {{rss_feed.url}}

<lastBuildDate> corresponds to {{rss_feed.date}}

You can choose between 'Basic' and 'Custom' when using the RSS Header block.

'Basic' will add non-editable text in the Text Editor like this:

<h1 class="h1">{{rss_feed.title}}</h1> {{rss_feed.description}}<br /> <br />

'Custom' will add editable text in the Text Editor like this:

Updates from {{rss_feed.url}} <h1>{{rss_feed.title}}</h1> <strong>{{rss_feed.description}}</strong><br /> <br /> <strong>In the {{rss_feed.date}} edition:</strong><br />

These RSS <channel> variables can also be utilised in the subject field of your email campaign.

When dealing with RSS feeds, the "RSS Items" element is a crucial part of an email builder in email marketing platforms. It essentially works as a dynamic content placeholder that populates content from the RSS feed into your email campaign. The RSS items can range from blog posts, news updates, articles, or any published content accessible through an RSS feed.

You have the following RSS Editing Options:

Excerpts: This option will only display a summary or snippet from the original content of each RSS feed item. This option is useful when you want to give your subscribers a preview of the content, prompting them to click through to read the full item on your website.

Excerpts with Image: Much like the Excerpts option, this also displays a summary or snippet from the original content. However, it also includes an image associated with the RSS feed item. This is particularly beneficial for visual impact and can significantly improve engagement rates.

Title: If you select this option, only the title of each RSS feed item will be displayed. This is a minimalistic approach and can be effective when the titles themselves are descriptive or intriguing enough to motivate the reader to click and read more.

Full Content: Choosing this option will import the entire content of each RSS feed item into your email. This can be useful if your RSS feed items are short or you want to provide complete information within the email. However, this may also lead to long emails if the feed items are lengthy.

Custom: The Custom option allows you to choose what information from the RSS feed is included in the email and how it is displayed. For instance, you may include the title, a short excerpt, the author's name, and a link to the full item. This option requires more setup but offers the most flexibility in tailoring the presentation of the feed items in your email.

This element can dynamically import different attributes related to each RSS item. These attributes could be:

Title of the post/item ({{rss_item.title}})

Summary or description of the post/item ({{rss_item.content}})

Direct URL link to the original post/item ({{rss_item.url}})

The publication date of the post/item ({{rss_item.date}})

The author of the post/item ({{rss_item.author}})

When you incorporate the "RSS Items" element into your email, you can decide what information to display and how it should be presented. You can display just the title or the title along with a summary or even a hyperlink to the full post.

The customisation options also extend to the design aspects. For instance, you can adjust the padding (top, bottom, left, right) around the element to fit your email's aesthetic. Plus, you can choose whether or not to include an image from each post in the email.

Layouts determine the structure of your email content. You have various options, from simple single-column layouts to more complex structures.

Here's a detailed explanation of each layout:

1: This layout represents a single-column structure. All content is placed in one straight vertical line. This is the most basic and one of the most common layouts used in emails. It's great for readability, especially on smaller screens such as mobile devices.

2: This layout corresponds to a two-column structure. Your email content is divided into two vertical columns. This layout is ideal for displaying two groups of content side by side, like an image and a text block or two articles from an RSS feed.

1/3: 2/3 and 2/3 : 1/3: These layouts represent a structure where the content is divided into two unequal columns. In 1/3: 2/3, one column takes up 1/3 of the width, and the other takes up 2/3. It's reversed in the 2/3: 1/3 layout. These are great for highlighting one piece of content more than the other, like an image and an accompanying description where the image is the main focus.

1/4: 3/4 and 3/4 : 1/4: Similar to the above, but here one column takes up 1/4 of the space, and the other takes up 3/4, and vice versa. This layout is useful when one piece of content is significantly more important than the other, such as a small navigation menu alongside a large content area.

4: This layout refers to a four-column structure. Your email content is split across four equal vertical columns. This is useful for presenting multiple pieces of content of equal importance side by side, like a grid of images or multiple articles from an RSS feed.

These layouts offer various ways to structure and present your content, depending on your specific needs and the type of email you're sending. By understanding the different options, you can choose the most effective layout for your email.

To add any of these elements to your email, drag and drop them onto your canvas. When you select an element for editing, the Inline Editor will pop up, providing numerous options to modify your chosen element to fit your requirements.