Create/Edit Campaign

A campaign is a set of coordinated and targeted emails to accomplish a particular goal.

The objective could be anything from promoting a new product, increasing sales, driving traffic to a website, or raising awareness about a cause. The key to a successful campaign is a clear goal and a plan.

To launch a campaign, you need a list of subscribers who have permitted you to send them emails. The list could be generated from your website, social media channels, events, or any other source. 

Campaign Refinery has an Acceptable Use Policy (AUP) for collecting leads.

Note: Read here for Introduction to Campaigns

The following article shows where to go and set up your campaigns.

Let's get started!

Click the "Campaigns" section on the left side panel and select "All My Campaigns".

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2. This is the 'My Campaigns' dashboard. Here, you can create new, and/or edit campaigns.

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1. To Edit a campaign: Click "Edit" under "ACTIONS" for the campaign you want to modify.

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   2. Clicking on Edit allows you to edit Campaign Settings. You can edit the Campaign name, Campaign description, Campaign type, Default Sending Domain, and Default Footer.

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   4. Click 'Save'.
   5. Note: Learn here about creating/editing header/footer.
   6. Next, you will be back on the 'My Campaigns' dashboard. Moreover, you can edit your campaign elements by clicking on the campaign name you're working on.

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   8. Upon clicking on the campaign name, the page will display that specific campaign's dashboard. showing the functional tabs. Choose the relevant tab based on the aspect you want to edit. For details on the different functions, continue to the end of this article.

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2. To Create a New Campaign: Select "+ Campaign" at the top right corner of the page.

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   2. Configure your campaign settings by adding the Campaign name, Campaign description, and then selecting a pre-defined Campaign type from the provided drop-down menu.

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   5. Click "Continue."

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   7. The next page will be the Campaign dashboard showing different functions.

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3. Start with the first tab 'Sequences'. Create your sequence by clicking the "+Sequence" button at the upper right side across the functions tabs.

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• Note: Learn more about creating/editing sequences in this article.

Setting Up/Editing Your Campaign with Functions

1. Whether you've recently crafted a new campaign or selected an existing one for editing, your next action is to work on the different function tabs within your campaign dashboard. These series of tabs will help streamline and enhance your workflow.

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   2. Sequences: Help automate and optimize communication by sending targeted and timely messages to subscribers. This personalized approach nurtures leads, guides customers, and improves engagement, ultimately boosting the effectiveness of email marketing efforts.
      1. Note: Learn more about sequences in this article.
   3. Forms: Enable the collection of valuable subscriber information and preferences. By embedding forms in emails or landing pages, marketers can gather leads, conduct surveys, and tailor content, leading to more targeted and effective email campaigns.
      1. Note: Learn more about forms in this article.
   4. Branches: Allow marketers to tailor their messages to different audience segments based on various criteria, such as demographics, behavior, or engagement level. By creating distinct paths within the campaign, branches ensure that recipients receive relevant and personalized content, increasing the chances of engagement, conversion, and overall campaign success.
      1. Note: Learn more about branches in this article.
   5. Automations: Send personalized messages automatically based on triggers and user actions, boosting engagement and efficiency. Marketers use automated workflows for welcome sequences, abandoned cart reminders, and more to engage their audience, nurture leads, and improve overall campaign effectiveness.
      1. Note: Learn more about automations in this article.
   6. Goals: Define the desired outcomes and objectives that marketers aim to achieve. By setting clear goals, such as increasing sales, growing the subscriber base, or enhancing brand awareness, marketers can focus their efforts, measure campaign success, and optimize strategies to ensure effective and impactful email marketing initiatives.
      1. Note: Learn more about goals in this article.
   7. Links: Direct recipients to specific web pages, products, or actions. They enable marketers to track user engagement, measure campaign effectiveness, and drive desired outcomes, such as website traffic, conversions, or lead generation.
      1. Note: Learn more about links in this article.