How can I create an Email Marketing Campaign? | BlindMatrix

How can I create an Email Marketing Campaign?

This article will help you to create an Email Marketing Campaign.

Instructions

Follow the instructions below to create an email campaign.

1. Click on the ‘Create Campaign’ button next to the search bar. This will open up a new window with two tabs - Campaign and Template.2. Under the Campaign tab, users can set the campaign type through the drop-down menu. Users can choose between Order and Customer in the Campaign Type drop-down men
3. Enter the campaign name
4. Users must then select their target records.

    1. Target Status lets you filter records by Job Status
    2. Target Customer lets you filter records by Customer Type.
    3. Target Product lets you filter by Product.
    4. Target Source lets you filter by Source.
    5. Target Country lets you filter by the Country.
    6. You will also need to set the ‘Leads Created From and To dates'.
    7. Set the start date and time and click on the Floppy disk icon on the right-hand side of the page to save their edits.
    8. Once you have saved the campaign, you will need to select a campaign template or create a new template.

  1. Set the start date and time and click on the Floppy disk icon on the right-hand side of the page to save their edits.
  2. You will also need to set the ‘Leads Created From and To dates'
  3. Once you have saved the campaign, you will need to select a campaign template or create a new template

This feature must be activated by BlindMatrix before any campaigns can be started. Please raise a ticket on the help desk if you require assistance.




To set a new template, users should click on the Plus icon beside this drop-down menu.


Now you can create a basic email template. 

After making the desired changes, users should click on the Floppy disk icon on the right-hand side of the page to save their edits.


For advanced template building, click on the icon show below


Hence, this would have helped you create an email marketing campaign. 


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