Creating an Outbound Email Campaign
Learn how to create an outbound email campaign to engage users effectively.
Prerequisites
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Make sure the user has:
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Permissions to use the Engagement Studio.
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Group Manager role.
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Make sure the user logs in to the Engagement Studio.
TIP:
Keep the Engagement Studio open as you follow this guide.
Watch the video tutorial on how to use the email editor.
Steps
1. Open the New campaigns window
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Click the icon
in the left side menu of Engagement Studio. -
Select Campaigns from the left side menu to open the Engagement page.
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Click ➕ Add in the top right corner of a Campaign list panel.
2. Fill in the campaign information
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Fill in the campaign information in the New campaign window:
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Name: Enter a name for the outbound email campaign. For example,
EC Updates. -
Type: Select
OffsiteandOutbound email. -
Contact list: Outbound email campaigns must be associated with a contact list. Select
-new contact list-to create a new contact list or select an existing contact list from the dropdown menu. -
From - Name: Enter the sender’s name that recipients will see in their inbox. For example,
Engagement Cloud. -
From - Email: Enter the sender’s email address that recipients will see in their inbox. For example,
documentation@coremedia.com. -
Version editor: Select the version of the email editor you want to use to create the email body. For example,
Visual editor (new).
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Click Accept on the bottom right corner of the New campaign window.
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Click Save campaign on the top right corner of the Campaign information window.
3. Validate the campaign and the contact list
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Click Back to list.
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View the campaign in the campaign list.
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Verify if a contact list with the same name exists in the contact list panel.
Result
After clicking Save, Engagement Cloud creates the outbound email campaign. You can click Back to list and see the outbound email campaign in the list.
You can now upload contacts to the contact list associated with the
outbound email campaign and compose the email body for the outbound
email campaign. Note that all contacts should have a valid email address
in the Email column to receive the email. You can also activate the
outbound email campaign to send an email to contacts in the contact
list.