TABLE OF CONTENTS


Overview

This guide explains how to create an email campaign in Core, covering the steps from module navigation to template design, campaign setup, and scheduling.


Step 1: Navigate to the Marketing Module

  • Go to the Marketing Module in Core.



Step 2: Create a New Email Campaign

  • Click on the Add Campaign Button.




  • Now, a New Campaign Popup will appear on the Screen. Click on the Email Button.



There are three sections to add an Email Campaign:


  • Template
  • Create
  • Send




Step 3: Design the Email Template

  • The Template section will open by default.
  • You can either use a Pre-made Email Template or create a New Email Template.


 

  • Click on the Get Started Button.


 


Step 4: Toolbox Screen will be Open

A Toolbox will appear on the screen to create a Template.


There are four different Tabs in Toolbox.


  • Contents:  This tab consists of  Heading, Columns, Text, Image, Button, Divider, HTML and Menu. 
  • Blocks: Blocks are used to divide content into different sections. The pre-made Block Templates are also available in this tab. 
  • Body: The body tab has different text settings like Text Color, Background Color, Content width, Content Alignment, Font Style, font weight of text, and also Link Color and underlining the Link. 
  • Images: Images section has Premade Images for a Campaign Template.
  • Upload: from the upload tab upload an Image from the system for Campaign Template.



Step 5: Customised Email Campaign


  • Once create a customised Email Campaign Template using Toolbox. click on the Next Button.



Step 6: Send Section Setting


  • The Send section will appear on the screen.



  • The Active toggle on to activate the Campaign.


 

  • Type the Name of the Campaign in the name box.



The Campaign Name must be Unique.


  • Now, choose the Pre-made Contact Lists from the Audience Dropdown.



If there are duplicate Customers between Contact Lists attached to a Campaign, the
Campaign should be sent once only to these Customers.


  • In Subject Box, give the Subject of the Email to Optimize Email Performance.



Step 7: Campaign Send Section


There are some optional fields in the Campaign Send section:

  • Preview Text: This text is shown below the subject line and provides a preview of the Email.

  • From Email Name: This is the name displayed in an inbox, indicating who sent the message.

  • Reply to Email Address: This Email address receives all Email responses from the Customers for this Email Campaign.

  • CC: Use CC to send a Carbon Copy of this Email every time the Campaign is run.

  • BCC: Use BCC to send a Blind Carbon copy of this Email every time the Campaign is run.



  • The Schedule toggle allows to Schedule Campaigns by Date or Time.



A Campaign can be run repeatedly at a Scheduled Interval by Toggling on the Recurring Campaign.



Step 8: Save the Campaign

  • Once done, click on the Save Button to save the Campaign.