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Campaigns in Marketing Automation

This feature is being gradually rolled out to accounts.

Campaigns let you send marketing emails and text messages (SMS) to your contacts. Use campaigns for one-time or scheduled communications, such as announcements, promotions, newsletters, or product updates.

You can send a campaign to all contacts or target specific groups of contacts.

Create an Email Campaign

To create an email campaign:

  1. From the dashboard, click Marketing Automation.

  2. Click Campaigns.

  3. Click New Campaign.

  4. Select an email template.

  5. Customize the email content and design.

  6. Configure the campaign settings and recipients.

  7. Send a test email, if needed.

  8. Send the campaign immediately, schedule it for later, or save it as a draft.

Customize the Email

After selecting a template, use the email editor to customize the content and design.

You can edit elements such as text, images, buttons, and other content included in the selected template.

When creating an email, you can use styles imported from your site or customize the email's styles separately.

Configure Campaign Settings

Before sending an email campaign, configure its sender information and other campaign settings.

Configure the following:

  • Campaign name: The internal name used to identify the campaign.

  • Subject line: The subject recipients see in their inbox.

  • Preview text: The text that can appear next to or below the subject line in a recipient's inbox.

  • Sender name: The name recipients see as the sender.

  • Sender email: The email address used to send the campaign.

  • Reply-to email: The email address that receives replies to the campaign.

Your Business Profile provides default sender information. You can update the sender information for an individual campaign as needed.

Note

You must connect and verify an email domain before sending marketing emails. For more information, see Connect an Email Domain for Marketing Automation.

Select Campaign Recipients

Choose which contacts should receive the campaign.

You can send the campaign to all eligible contacts or select specific segments or labels to target a particular audience. You can also exclude segments or labels from the campaign.

For more information about creating groups of contacts, see Segments in Marketing Automation.

Send a Test Email

Send a test email to preview the campaign in an inbox before sending it to your contacts.

To send a test email:

  1. From the campaign, click Send Test.

  2. Enter the email address where you want to receive the test.

  3. Click Send Test.

Send or Schedule a Campaign

When your campaign is ready, you can send it immediately or schedule it for a later date and time.

To send or schedule a campaign:

  1. Review the campaign content, settings, and recipients.

  2. Select whether to send the campaign now or schedule it for later.

  3. If scheduling the campaign, select the date and time.

  4. Confirm the campaign.

Create an SMS Campaign

SMS campaigns send a text message to contacts who have agreed to receive marketing texts.

Before your first SMS campaign can be sent, your business needs to be approved for SMS sending. You're asked to complete this setup the first time you send or schedule an SMS campaign. For more information, see Business Profile for Marketing Automation.

To create an SMS campaign:

  1. From the dashboard, click Marketing Automation.

  2. Click Campaigns.

  3. Click New Campaign, then select SMS.

  4. Describe what the campaign is about and who it's for to generate a message, or select a template.

  5. Enter a campaign name.

  6. Under SMS recipients, select who should receive the message. To leave out specific contacts, select segments or tags to exclude.

  7. Edit the message. You can use variables, such as the contact's first name, to personalize it. For more information, see Variables in Marketing Automation.

  8. Under When to send this campaign?, select Send now, or select Schedule and choose a date and time.

  9. Click Send Now or Schedule Campaign. To finish later, click Save as Draft.

Note

Messages can be up to 306 characters. Every message automatically ends with "Reply STOP to unsubscribe," which counts toward the limit and can't be removed.

An SMS campaign is sent only to contacts who:

  • Are subscribed to SMS marketing.

  • Have a US or Canadian phone number.

Contacts who don't meet these requirements are skipped automatically, even when the campaign is sent to all contacts. For more information, see Manage Marketing Communications Consent and Subscriptions.

Caution

By default, text messages are sent Monday to Saturday, 9 AM to 8 PM in each recipient's local time. If a campaign reaches a recipient outside these hours, that recipient doesn't receive it, and the campaign doesn't try again later. Schedule campaigns so they arrive within this window for your audience. You can turn off this limit with Quiet hours limit in Business Details.

Edit an Existing Campaign

To edit a campaign:

  1. From Marketing Automation, click Campaigns.

  2. Locate the campaign you want to edit.

  3. Open the campaign options.

  4. Click Edit.

  5. Make your changes.

  6. Save your changes.

Depending on the campaign's status, additional actions can include Preview, Rename, Schedule/Send, and Archive.

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