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Step 3CampaignsBeginner7-9 min
Campaign Creation Flow
Build and launch a campaign through details, recipients, content, and review.
Step-by-Step Walkthrough
Step 1
Details
Name the campaign and configure sender identity to establish purpose and deliverability context.
Step 2
Recipients
Select audience cohorts using lists, tags, or segments to keep relevance high.
Step 3
Content
Build the email body, subject line, and personalization fields for stronger engagement.
Step 4
Review
Run final QA: verify audience, preview message rendering, check links, and send test email.
Practical Deep Dive
How These Screens Work in Real Usage
This section explains how each screen should be used, what good setup looks like, and the main gotchas to avoid.
How the Screens Work
- ●Campaign list screen: track status and avoid launching similarly named campaigns by mistake.
- ●Create/edit wizard: complete in order details -> recipients -> content -> review.
- ●Review screen: treat this as your final quality gate before schedule/send.
What Good Setup Looks Like
- ●Audience definition is specific and aligns with the campaign promise.
- ●Subject line and body copy match user intent and offer clarity.
- ●Test send was checked on actual inboxes before launch.
Gotchas to Watch
- ●Changing recipients late can invalidate assumptions from earlier review.
- ●Scheduling without timezone clarity causes unintended send windows.
- ●Multiple edits near launch can create confusion about what version is live.
If Something Looks Wrong
- ●If send volume is lower than expected, re-check audience filters and suppression states.
- ●If engagement is weak, verify message-offer match and simplify CTA.
- ●If replies are missing, verify that inbound reply handling is enabled for that sender setup.