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How to create a campaign – Part 1 – Settings
How to create a campaign – Part 1 – Settings

Define the key settings for the whole campaign, like type of communication, sender and which email address to send to

Cláudia Duarte avatar
Written by Cláudia Duarte
Updated over a week ago

Did you know that emails are often ignored because of vague subject lines and unknown From addresses? These are just two of the unassuming yet pivotal settings to be found under Details and Advanced that touch upon simple issues of strategising to channel and convey the character of your campaign, settle your preferences and go a long way in getting your email opened!

In this article

(click to jump to topic)

➜ How do I start a campaign?

➜ The Details tab

➜ The Advanced tab

How do I start a campaign?

This has been covered here, but to recap, just access Apps from the sidebar and click Campaigns. Then you can reuse an existing campaign by clicking the Duplicate campaign button next to the desired campaign, or you can create a brand new campaign by clicking Create a new campaign.

The Details tab

Here is where you outline the very essentials of your campaign, and accordingly the fields are straightforward:

Name — Give the new campaign a recognisable name for staff to easily identify it in the Campaigns overview.
​Subject — Write a subject line for your email that draws attention to the content.
​Is this campaign for marketing purposes — Pick Yes or No as the case may be (click here for more info).

Sender name — Humanise your campaigns by putting a recognisable name to the voice.
​Sender email — Select a valid email address that recipients can reply to.
​Show unsubscribe link? — Marketing emails should always include a link to unsubscribe from them; only remove it for transactional emails.
​Created by — Author of the campaign (auto-filled and not-editable).
​Created at — Time of creation (auto-filled and not-editable).

Read this piece for an overview on how looking spammy could be hurting your campaigns.

The Advanced tab

If you wanna go off the beaten path and be really particular, there are two additional settings at your disposal:

Which email to send campaign to? —  Elect an alternate email instead of the primary email address to dispatch your campaign, like for instance a school email. This falls back to primary email when no other address is available or valid.
​Enable tracking for this campaign? — Tracking is enabled by default to keep an eye on the success rate of your campaigns, but you may disable it if it clashes with your school’s privacy policies or whatever other reason.

NEXT: How to design the content of a campaign email


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PUBLISHED: November 12, 2018
​LAST UPDATED: December 12, 2023 at 10:28 a.m, by Daniela Pinto

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