In this article, learn how to create an email campaign.
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Last updated: August 14, 2025
If you are interested in sending out an email campaign using one of your email templates, you may do so by following the steps below.
Some things to note:
- To execute an email campaign you will need to
- Assign an already created email template
- Select a reply-to recipient (email address tied to a a staff member in account)
- Choose a group segment (an already created Contact Group)
Create Email Campaign
- Hover over the navigation panel on the left hand side, click Marketing
- Navigate to the Campaigns tab
- Click Create Campaign
- An email campaign consists of the following components:
- Campaign Name: The stored name of the campaign
- Send To: Who should receive this email, select from
-
- Clients: Send to individual clients
- Staff: Send to staff members
- Groups: Select from groups you've created
- Events: Select event rosters
- Teams: Select Team rosters
-
- Select Email Template: Which email template you are going to use for this campaign
- Reply To: Which staff member's email address you would like included as the reply to for the email that gets delivered
- Once you input all the required information, click Next
- On the next step you can review your email template and make changes to the template specific to this campaign. Once you are done, click Save Draft or Save + Schedule.
- Note: If you did not choose to schedule the campaign to be sent at a time in the future, you will have the option to save as a draft or send the email out immediately
- Once sent or scheduled, you will see the campaign stored under your Campaign Lists, you can filter by
- Scheduled
- Sent
- Cancelled
- Draft
- Under your list of campaigns, you will see the Campaign Name, the Email Template used, the date and time the campaign was created, the current status of the campaign and the date and time the campaign email is scheduled to go out.