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Create a regular campaign

In Moosend, a regular email marketing campaign is a newsletter that you send to your recipients as a crafted bulk email sent to one or multiple email marketing lists. You can set all the information regarding your campaign through the campaign creation process which consists of 6 straightforward steps described below: 

  • Step 1: Select the type of your campaign.
  • Step 2: Define the basic settings of your campaign.
  • Step 3: Select the email list that you want to target in your new campaign.
  • Step 4: Create or upload a newsletter design using the Campaign Editor.
  • Step 5: Send your campaign right away or schedule your delivery for a later time
  • Step 6: Preview to check the details before sending your campaign.

A. Select the type of campaign

  1. On your Moosend page, click the Campaigns tab on the top navigation bar.
  2. In the Campaigns window, hover your mouse over New, and select Regular from the drop-down menu.create_a_new_reg.campaign_2.png

B. Define the campaign settings

  1. In the Set basic settings step, define the available fields. You can provide the following information:
    create_a_new_reg.campaign_3.png
    Note: To help you fill out the details, next to the fields, a visual Help guide provides you with the needed details.
    • Campaign type
      The campaign type, having to choose between HTML or Plain Text format. You could choose the Plain text only option, but we highly recommend that, unless you have good reason tο opt for plain text, you should prefer the HTML and plain text option. By using the HTML and plain text format you can get accurate reporting out of your campaign which is not an option when using plain text.
    • Campaign name
      The name of your campaign, for internal use only. Use a name that will help you find your campaign later on.
    • Subject line
      The subject line of your campaign as you want it to appear on your recipients' inboxes. Make sure that it is brief and explicit. Keep in mind that you can also use suggestions to improve your open rate, tags and emojis just by clicking on the corresponding icons. 
    • Preview text
      The text to the right of your subject line, containing a secondary message that could help you catch your subscribers' attention. Keep in mind that you can also use tags and emojis just by clicking on the corresponding icons. 
    • "From" name / email address
      This will be the sender of your campaign, meaning the name and email address that your subscribers will see in their inbox. Use a name that will be easily recognizable to them.
    • Reply to
      The reply-to address, in case one of your recipients decides to reply to your campaign.
    • Send confirmation to 
      The email(s) where we will send a confirmation email once your campaign is delivered.
  2. Define the settings for tracking your campaign. You can toggle the two options for tracking: create_a_new_reg.campaign_4.png
    • Track your campaign revenue - when switched to Yes, it allows you to enable your campaign revenue tracking if you want us to track your campaign's views and orders.
  3. Click Next to continue.create_a_new_reg.campaign_5.png

C. Select an email list

You must select an email list to receive your campaign. You can choose more than one list, out of the email lists you have already created. You can also select any previously created segments of a list instead of an entire list, or any combination between different lists and segments. 

Note: Only the Active members of the selected email list receive your campaign. Any Bounced, Archived or Unsubscribed members are ignored and won't receive your campaign.

  1. In the Choose email list step, select the email list to receive your campaign.create_a_new_reg.campaign_6.png
  2. If you would like to use a segment, in the Segments column, click the corresponding number and then choose your segment by selecting the check-box next to its name.create_a_new_reg.campaign_7.pngNote: You can create a new segment if you haven't added any segments to your email lists.

    3. Click Next to continue the creation process.create_a_new_reg.campaign_8.png

D. Create your campaign design

You can create your campaign design using the Campaign Editor and by importing a design. If you use the editor, you can access different tools to design the most effective newsletters (coding HTML while using drag-n'-drop at the same time, adding personalization tags to your campaign, etc.) while remaining easy to use. If you prefer to import your campaign content, you can either import an HTML newsletter from a URL or copy and paste your HTML code directly to our platform.

To create your design using the editor:

  1. In the Design step, click Start designing to access the Campaign Editor. create_a_new_reg.campaign_9.png

  2. To find a template to use as your starting point, browse the available newsletter templates in the Template Library. If you haven't created your content yet, you can either create your own design from scratch or select a customizable template in order to get started fast.
  3. Click Use Template to apply it to your design. Then, use the options available to edit your selected template to your preferences.
  4. When you have finished designing your campaign, in the top menu, click Update Campaign & Continue.
  5. Click OK to continue.

To import your design:

  1. In the Design step, toggle the Imported campaign template switch to the On state in order to start the process.create_a_new_reg.campaign_10.png
  2. On the Select import method page and click Import. You have the following import options:
    • Link to your campaign - import the code from an online source. Your code will not be updated automatically if the online source changes.
    • Import via a file from your computer - import your campaign from a local file (.htm, .html, .zip are supported). The maximum file size is 3MB.
    • Import via pasting your HTML code - copy and paste your HTML code directly to our platform.
  3. Click Add personalization tags if you want to add personalization tags for internal use if you need to.create_a_new_reg.campaign_11.png
  4. Click Next to continue.

E. Schedule Campaign Delivery

To schedule campaign delivery:

  1. In the Schedule Delivery step, toggle the I want to send this campaign now switch if you want your campaign to be sent right away. You can still preview your campaign settings in the next step before sending it.create_a_new_reg.campaign_13.png
  2. If you prefer to send the campaign at a later time, toggle the I want to schedule this campaign to be sent at a specific date and time switch.create_a_new_reg.campaign_14.png
  3. Set up the appropriate fields with the required information. You need to specify the Date and time  and Timezone.create_a_new_reg.campaign_15.pngImportant: The data and time, and timezone you select here is used for the delivery of your campaign. This is different from what you have set up in your Account Settings
  4. Toggle the Resend campaign to non-openers switch to On state if you want to schedule and send your campaign again to the subscribers who did not open it.
  5. Fill out the fields with the required information.create_a_new_reg.campaign_17.pngYou must specify the following:
    • Resend campaign after -The time that should elapse after the original campaign is delivered.
    • Resend campaign subject line - The subject of your recent campaign. You can leave this field empty if you do not wish to change the subject.
    • Resend campaign "from" name - The sender of your resent campaign.
  6. Click Next to continue.create_a_new_reg.campaign_18.png

F. Preview your campaign

You can check if anything is missing from your campaign. Here you can check all of your campaign details and preview your campaign design.

  1. In the Preview step, edit a setting by clicking the Edit link.
  2. Check for any missing information. Any fields with missing information are indicated by Missing_fields_icon.png.
  3. If you want to test the look and delivery of your campaign by sending it to a small group of test emails, click Send A Test Email. create_a_new_reg.campaign_19.png
  4. You can see exactly how your campaign looks like and check all of its details. Click Send test to continue with the process.create_a_new_reg.campaign_20.png
  5. If you want to run a spam test in order to make sure that your campaign will reach your subscribers' inbox and not end up in the spam folder, click Spam test and then click Start test.create_a_new_reg.campaign_21.png
  6. When you are ready to send your campaign, click Send. Otherwise, click Save & exit button to save your campaign as a draft.create_a_new_reg.campaign_22.pngSee the types of reports from your campaign to learn about the reports that are generated for regular campaigns.