Getting Started - Launch an Email Campaign

Ready to captivate your audience? Launching an email campaign is one of the best ways to engage your contacts and drive real results. Whether you're promoting your services or simply staying top of mind, a well-crafted email can significantly boost your conversions. Let's dive in and get your first campaign off the ground!

TABLE OF CONTENTS

• Start From An Email Template
• Edit Email Template
• Dock the Edit Panel & Work with Email AI
• Create Email Campaign from Template
• Frequently Asked Questions
• Related Articles

Start From An Email Template

Every great email campaign starts with a stunning template. Think of your template as the blueprint for success—it's the foundation upon which you'll build compelling messages again and again. Ready to get started?

Starter-template language: System-provided starter email templates render in the user's selected language when a translation is available. English is used automatically when a translation is unavailable.

1. Navigate to Marketing > Emails.
   
   
2. Click the Templates Tab.
   
   
3. Click New.
   
   
4. Select Email Marketing Templates.
   
   
   
   
5. Browse or search the Template Library to find a design that fits your campaign or create from scratch.
   
   
   
   
6. Preview your desired template to see how it resonates.
   
   
7. Click Choose template to open it in the Email Editor.
   
   
8. This will create the template and open it in the Builder.
   
   
   
   

Tip: The Template Library search includes suggestions, recent searches, color-based discovery, and highlighted keyword matches to help you find relevant email templates faster.

Edit Email Template

Editing your template is where the magic happens. This is your chance to truly make the template your own by adding your personal touch, brand voice, and compelling visuals. Let's polish that template to perfection!

1. Navigate to Marketing > Emails > Templates.
   
   
2. Open your chosen template in the Email Editor
   
   
   
   
3. Adjust elements (text, images, layout) until it feels just right.
   
   
4. Click Save Template to keep your changes.
   
   
   
   
5. For peace of mind, click the 3-dot action menu > Test Email
   
   
   
   
6. Fill in details such as sender information and recipients.
   
   
7. Click Send Test Email.
   
   
   
   
8. Once you're happy, click Back to return to your Email Campaign Dashboard.
   
   

Your template looks fantastic! Next, why not create an email campaign to reach your audience?

Dock the Edit Panel & Work with Email AI

Create faster by placing the edit panel on the right and working side by side with Email AI.

Steps:

1. Open your campaign/template in the Email Builder.
   
   
2. Enable Email AI (if needed for assisted drafting).
   
   
3. Use the panel switch in the editor to move the panel Right (or back to Left).
   
   
4. Continue editing, preview, and publish as usual.
   
   

Create Email Campaign from Template

With your refined template ready, it's time to share it with your audience! Turning your template into a live campaign is straightforward and exciting. Let’s make it happen!

New-campaign defaults: System-provided content inserted into a new campaign respects the user's chosen language. English is used automatically when a translation is unavailable.

See  Localized Email Content and System Messages  for details about starter templates, new-campaign defaults, and translated backend error and success messages.

1. Go to Marketing > Emails > Campaigns.
   
   
2. Click New > Select Template.
   
   
   
   
3. Or you can select Templates Tab > click the 3-dot action menu next to your chosen email template and select Create Campaign.
   
   
   
   
4. With your template open, click Send or Schedule.
   
   
   
   
5. Configure your email options (like selecting recipients and enabling tracking).
   
   
6. Click Review and Send.
   
   
   
   
7. Sit back and watch the status change from Sending to Sent—congratulations!
   
   
   
   

Frequently Asked Questions

Q: Does sending a test email launch my campaign?

No. A test email lets you review the message using the sender information and test recipients you enter. Launching a campaign is a separate step using Send or Schedule and Review and Send.

Q: Can I create a campaign from a template I have already saved?

Yes. Go to Marketing > Emails > Templates, open the three-dot menu for the saved template, and select Create Campaign.

Q: What happens when a starter-template translation is unavailable?

The Email app automatically uses the English version of the system-provided starter content when a translation for the selected language is unavailable.

Q: Will my existing or imported email designs be translated automatically?

The localization described here applies to system-provided starter templates and default content inserted into new campaigns. It does not establish automatic translation for existing, saved, or imported email designs.

Q: Where can I learn more about translated Email app error and success messages?

See the Localized Email Content and System Messages subsection linked under Create Email Campaign from Template. It explains translated system messages and English fallback.

Related Articles

• How to send a Regular Email Campaign (Send Now or Schedule) 
  
  
• Different Email Sending/Delivery Methods – Send Now, Schedule, Batch, RSS 
  
  
• How to Use the Email Builder and its In-line Editor 
  
  
• Preview And Test Your Email Campaign/Templates