1. Here you must enter the name of your campaign.
You will also see the 'Status' box. This shows if your campaign is live or not. Currently as we are creating it it shows as 'In Setup'.

2. Here you need to set the start and end date. Be very careful when selecting these because many errors occur by inputting the details wrong. The end date must be in the future to the start date, and check the time to make sure it sends at peak time for your business (or not depending on your preference).

3. This determines your campaign type. You can choose from Email, SMS, Follow Up/Workflow Campaign, and RSS Email.
You can also determine the action type. This sets what your campaign will act as. For more information on what action types mean, please click here.

4. The Sender Email and Reply Email are crucial elements of your campaign. If you do not put the reply email as one which can receive emails then you cannot view any replies sent to it. It might be useful having two separate emails, one as a sending email and one as a receiving email.

Within the audience tab there are a few sections.

1. This is where you select the audience type. Generally this is a group which you have created before setting up your campaign, but you can create and attach a group later one. Or you can select 'Audience Selection Criteria'. Within this you can apply an audience based on a CSV import, add using contact data, or have selection criteria that need to be met in order to attach a contact.

2. Here you pick the group you wish to attach.

3. You must count the audience to see group data.

This tab is for adding an email you have created which you wish to be sent out in your campaign.

1. Here you will choose what type of email you are attaching.
A split test campaign is used when you want to attach two different emails to a campaign to send separately.

2. Now you can attach your email. This can be one you have created, or you can create a new one from the button shown. Any dynamic content, articles etc will appear in the relevant sections, so you can ensure they are pulled across.

In this tab you can attach a Landing Page. This means you can monitor who clicks on certain parts of your email campaign.

You have the option to add an existing Landing Page or create a new one.

Here you can add a survey to your campaign.
You have the option to choose from attaching an existing survey or creating a new one.

The follow up tab allows you to select a campaign to send follow up campaigns from. This is useful for when someone fills in a web capture from an initial email campaign and filling it in requires a second campaign to be sent to them. This is known as a follow up.

The names and descriptions of your follow ups will be shown in a list below the attach field.

When creating an email you have the option to add in merge fields. These will be fields such as 'Come to our conference on the [dd/mm/yy] to celebrate!'.
A merge field will pull in data you have set in one of the fields shown above.

Once you have determined what you want a merge field for, write the information in a field above. Within your email you must then select the merge field you put the information in i.e. Merge Field 1.

The 'Send Test' tab is crucial for ensuring your campaign works properly before the customers receive it.

If you are creating the campaign individually and want the test sent to you only then select 'Individual' for 'Audience Type'.
If you wish to send it to multiple testers then select group. You will have to create a group for this.

Make sure you add an email to send the test to, then you can initiate the test.

If you have SendForensics then you can analyse the email to make sure it wont go into spam.

Under 'General Options' you can choose the format the email is sent in. Sending both HTML and Text is a good idea to test the email on multiple formats, however it is not explicit that you do this.

The inbox checker is a very useful tool to have as it shows you what the email will look like in different email clients, as well as providing you with a spam analysis and preview of the subject line.

We highly recommend that you use this tool for every campaign.