Creating a New Campaign

Once your email design is completed and you have subscribers, it's time to build out the email campaign using the Email Campaign Manager interface. 

If you've never created a campaign before, you'll see a Get Started button that will walk you through the steps of creating a campaign. For returning users, select the green Create a new campaign button on the right-hand side of the screen.

Create New Campaign

You'll then have the option of choosing from two different campaign types. A Regular campaign sends the same email to a list of addresses, while an A/B test sends two different versions of an email to addresses, for comparison purposes. 

The steps for creating a new campaign are:

  1. Choosing the Campaign Type
  2. Importing Email Content
  3. Defining Recipients
  4. Sending the Campaign

If at any point you need to leave and come back to a campaign later, ECM automatically saves your work. Access your campaign drafts by clicking either the Overview or Campaigns tab in the top bar. Opening an email draft shows you an overview of the email settings and content, with an option to edit each section, or the option to move on to the next step in the email campaign. 

1. Choosing the Campaign Type

For a regular campaign, give the campaign a name and subject line and set who it's from. 

New Regular Campaign

For an A/B test campaign, select the variable you would like to test (subject line, from name, or email content), name the campaign, and define who it's from. If your variable is subject line or from name, define your A/B options here as well.

New A/B Test Campaign

When entering the subject name, you have the option to insert a variable that will autofill with the first, last, or full name of the email recipient.

When done, click Next → to move on to the next step.

2. Importing Email Content

This is where you add the design and body of your email. To use the email you crafted in OU Campus, select "Import HTML," under More Options, from the menu on the left. Select Import from the web, and enter the URL of your published email template page. 

Import HTML Options

 

Make sure that "Move my CSS inline" at the bottom is checked as well, and click Import →. 

Email Campaign manager will now scan your code to detect any problems that need fixing. Some errors (such as adding a missing unsubscribe link) can be corrected from here, while others will require you to edit the email page and re-import the HTML. You can also preview or send a test email from this stage.

The next step is creating a plain text version of your email, for email clients that don't allow HTML formatting. Use "import it from your HTML" and clean up the formatting as necessary.

If you are creating an A/B test campaign with the subject content as the variable, you'll go through this process twice to import Version A and Version B. 

Once you're satisfied with your email content, click Define Recipients → to move on to the next section.

3. Defining Recipients

Here you have the option to either use a list you've already created, or to import a new list of users.

If you're using current lists and segments, select as many as desired. You can also hover over a list and designate it as "Excluded," meaning any subscribers to that list will not receive the email, even if they are on any other recipient lists.

Selecting Current Lists as Recipients

If you're importing a new list, you can either enter the email addresses into the text field, or upload a file such as a .csv from your computer. This will automatically create a list that can be used for future email campaigns as well.

Adding New Subscribers

Once you've chosen or imported your subscribers, you'll see an snapshot overview of your campaign. You can go back and edit any of these sections. If everything looks correct, it's time to schedule the delivery (or send a test). 

4. Sending the Email Campaign

Before sending your campaign, you'll probably want to send test emails to yourself and others to ensure proper formatting and test against potential spam filters. 

To send a test email, from the campaign snapshot, choose Send a test. You'll then be able to enter up to five email addresses to send to, including choosing from a list of previously used addresses. 

The panel showing a list of possible emails

This is a quick test. You also have the option to run a full test, where you can preview how your email will look in a variety of clients and other configurations. Toggle back and forth between quick and full tests by using the options at the top.

The option to choose between two clipboard icons, one for "Quick test" and the other for "Full test"

The Full test view, when active, shows the campaign as it is rendered by a variety of email clients. Users can switch between email clients by clicking on the names in the right-hand sidebar. Additionally, the Full test view performs automatic spam filter checks; a green check mark next to each spam filter means that the email campaign will not be marked as spam by that filter.

A screen showing a preview of the email in a text-editor interface

Once you've tested your campaign, click Next → to move on. You have the option of either sending your campaign now or schedule it for a specific time and date. If you schedule the campaign, you can choose to send emails in the recipients' time zone. 

Options to send a campaign now, or schedule it. Schedule is selected and a date/time picker appears

Enter a confirmation email to be notified when the campaign is finished sending, and send your campaign. 

Once you've sent your campaign, you can view it from the Campaigns tab under the "Sent Campaign Reports" list. From here you can view the statistics and analytics for your campaign.