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HomeSelling Through WorkspaceEmail Marketing and Automations

How to create and customise an email campaign

Before creating the first campaign, complete Email Marketing → Preferences. Add your default From Name, From Email, Reply To Email, mailing-list address, button styling and brand logo.

The mailing-list address is required before a campaign can be scheduled. If you want to send from your own root domain, complete the Advanced email setup in Domain Settings. Consumer mailbox domains such as Gmail and Outlook are not supported as the configured sending domain.

Create the campaign

  1. Open Email Marketing → Campaigns.
  2. Create a new campaign.
  3. Give it an internal campaign name.
  4. Add the subject and preview text.
  5. Confirm the sender and reply-to details.
  6. Choose the campaign audience.

Build the content

Use Add Content Block to build the email. Available blocks include text, images, buttons, video links, announcement bars, two-column images and dividers.

Keep one clear purpose for the email. Use a short introduction, helpful context and one obvious next action. Add useful alt text to images and make button wording describe where it leads.

Use the live preview

The preview updates as you work. Check the hierarchy, spacing, image selection, links and footer. The mailing-list address and unsubscribe footer remain part of the final email.

Save before sending

Save the campaign as a draft while it is being prepared. A draft can be reviewed and adjusted without entering the send queue.