Creating Email Campaigns

Create email campaigns to send to a set of contacts.

Creating a Campaign

Go to your organization dashboard
Click Create Email
Enter a campaign name
Select a template:
- Signup
- Donation
- Blank
Click Create

You'll be redirected to the email editor.

Email Editor

The editor has three main sections:

Content Editor

Drag and drop blocks to build your email:

Text blocks
Buttons
Images
Dividers
Spacers
Signup form blocks (if you have signup forms)

Edit each block by clicking on it.

Settings

Configure email settings:

Campaign Details:

Title (internal name)
Description

Email Settings:

Subject line
Preview text (appears in inbox)
From name
Reply-to address (optional)

Variables:

Use variables to personalize emails:

{{first_name}} - Contact's first name
{{last_name}} - Contact's last name
{{email}} - Contact's email
{{unsubscribe_url}} - Unsubscribe link
Custom field variables

Top Bar - Actions

Preview - See how your email looks
Send Email - Open send dialog
Auto-save - Changes save automatically

Preview

Click Preview to see your email rendered:

Desktop view
Mobile view
With sample variable data

Saving Drafts

Emails auto-save as you edit. All unsent emails are drafts.

Organization Branding

Upload your logo and images to use in email campaigns.

Setting Up Branding Assets

Go to Organization Settings > Appearance
Upload your logo and thumbnail image

Organization Thumbnail Image:

Used as default header image in emails
Recommended size: 1200x630 pixels
Formats: .png, .jpg, .jpeg
Max file size: 50MB

Logo:

Available in email editor blocks
Recommended size: 400x400 pixels
Formats: .png, .jpg, .jpeg
Max file size: 50MB

Using Logo in Emails

Your uploaded logo is available in the email editor blocks. Add it by dragging a logo block into your email.