Create an email campaign

You can create an email campaign to promote library services, events, and news.

Before you can create an email campaign, you must create a segment.

You can either create an email from a blank page, or use a template that you created previously.

To create an email campaign

  1. On the Marketing page, select New Campaign.
  2. Enter a name for the email campaign.
  3. Select the segment that you want to send the email to.
  4. Select Create Email.

    5. The email editor opens.

  5. Select a template.

    6. You can use one of the following filters to narrow or expand the available templates:

    • All
    • Custom
    • Prebuilt
  6. If you selected a preformatted template, select Use this Template.
  7. Enter a subject for the email.
  8. Drag and drop elements from the following tabs to create your email:
    • Content
    • Blocks
    • Body
    • Images
    • Uploads
  9. If you want to view the footer that is automatically added to your emails, select View the footer.
  10. Do one of the following:

    11. If you want to And you want to send the test email to Do this
    Test the email Specific addresses
    1. Select Send a Test.
    2. Enter the email address that you want to send the email to.

      3. You can separate the email addresses with a space, a semicolon, a comma, or you can select Enter.

    3. Select Send Test Email.
    A segment that you created
    1. Select Send a Test.
    2. Select Segment.
    3. Select a segment.
    4. Select Send Test Email.
    Save the email _
    • Select Save & Close.

      • The Email Overview page opens.

  11. Do one of the following:
    • To make changes to the email, select Edit Email.
    • To save the email, select Save Draft.

See also