Manage Campaign Settings

Existing campaigns can be viewed and managed from the main Email Campaign Manager dashboard. Users also have the ability to create new campaigns, manage subscribers and lists, and track email reports and analytics from the dashboard.

Email Campaign Manager Overview Tab

Managing Lists

Email Campaign Manager's email recipients are managed through subscriber lists. Lists are managed in the Lists & Subscribers tab within the Email Campaign Manager interface.

Lists and Ssubscribers Tab

Create a New List

To set up a new subscriber list, users should first click Create a new list in the Lists & Subscribers tab. Enter a list name in the Name field, then choose single or confirmed opt-in as the List Type.

Create New List

Single opt-in means that new subscribers are added to this list as soon as they complete the subscribe form. 

Confirmed opt-in means a confirmation email will be sent with a link they must click to validate their address when they join via a subscribe form.

Click Create list to load a new subscriber list page, which has a button to Add new subscribers in the right sidebar.

Users can import subscribers from a Comma Separated Value (CSV) file from their computer, or manually enter subscriber details.

Add Subscribers to Existing List

Click the list name to open the subscriber list page, then click Add new subscribers.

Type or copy/paste the subscriber details into the text box, one subscriber per line. Add email addresses only or include extra details separated by a comma.

Users will then be prompted to match the subscriber details entered with subscriber list fields. If the required field does not exist, create a new one. When done, Click Finish adding subscribers.

Note: Subscribers can also be added manually when preparing a new campaign to send. Instead of choosing an existing list to which the campaign will be sent, users should click Import new.

Add from a CSV File

Users can also add users by dragging and dropping a CSV file into the Add new subscribers modal. This includes CSV files generated from an LDP form submission. For more information on creating a CSV file from a form, visit the Email Campaign Manager and LDP Forms page.

When creating the CSV, use the first row to define categories (e.g. name, email, organization) and then fill out the entries, one per row.

CSV formatting

Then, when adding new subscribers, drag the file into the modal. 

Drag and Drop

The information will then be uploaded. If the category defined in the top row matches an existing field in Email Campaign Manager, it will automatically be assigned. For fields ECM does not recognize, you have the option to reassign it to an existing field.

Assigning Fields to subscribers

Select Finish Adding Subscribers to complete the process.

Generating Workflows

When creating subscriber lists, users also have the ability to generate one or a series of workflows, which are automated emails that are sent when a certain trigger is activated (such as when a user signs up for a mailing list).

For more information about workflows, please visit the Creating Automated Workflows page.

Note: Workflows will not be triggered if users are imported manually or from a file into a subscriber list. A visitor must complete a form or use API calls for the workflow to be triggered.