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How to Set Up an Email Campaign

Email campaigns are a fast, effective way to reach your audience. This guide shows you how to set up your audience, design your template, and launch your campaign.

Jade McCrainor avatar
Written by Jade McCrainor
Updated yesterday

1. Create an Audience

  1. From the left-hand menu, select Audiences in the Admin panel.

  2. You’ll see a list of your existing audiences.

  3. Click Add an Audience.

  4. Enter an Audience description and choose how you want to filter your audience.

  5. Configure your filter settings as needed.

  6. Click Add Audience to save.


2. Set Up Your Email Template

  1. On the Email Templates page, you’ll see two blank templates that you can duplicate.

    • To duplicate a template, click the blue button on the right-hand side of the template.

  2. If no templates are displayed, click Add a new template at the top of the page.

  3. In the email editor, you can:

    • Add images

    • Add text blocks

    • Insert clickable buttons with links to your event(s)

  4. Click Preview at the top of the editor to see how your email looks on both desktop and mobile.

    • You can also enter your email address here to send yourself a test preview.

  5. Click Save in the top-right corner at any time. You can return and edit the template later.


3. Complete the Email Campaign Form

When creating your email campaign, fill in the following fields:

  • Campaign Name
    This is for internal reference only and is not visible to customers.
    Example: “July Events Promo Email”

  • Template
    Select the email template you want to use from the dropdown.

  • Recipients
    Choose the Audience you want to send the email to.

  • Email Subject Line
    This is what customers see in their inbox.
    Example: “Tickets now on sale for our next big event”

  • Sender Name
    This is the name shown as the sender.
    Example: “Super Events ltd”

  • Schedule
    Choose whether to send the campaign immediately or schedule it for a later date and time.

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