How to create and send an email campaign?

Created by Mahaboob Zulfa, Modified on Mon, 22 Jul at 10:22 AM by Mahaboob Zulfa

Follow the below steps to create and send email campaigns with ZEPIC:

  1. Click the Campaigns button on the left navigation bar, then select the Email Campaigns tab.


  1. Click on the button New Email Campaign to create a new campaign



  1. You can enter the name of the email campaign and choose its type. For more details on the different campaign types, check out our article here


  1. You will also need to select the "Base Cube." Refer to this article to learn more about cubes and why a base cube is needed. In short, the fields from this cube (or custom object) will allow you to personalize the email campaign content.


Designing an email campaign:

  1. By default, ZEPIC comes with pre-built templates, so you don't need to design your campaigns from scratch. Choose one of the email templates available in the templates gallery.



  1. However, if you prefer to create your own template from scratch, click on the Basic Layout section and choose an option. 


  1. You can select from various components—such as text, images, video links, and social media links—or different layouts, and drag them into the campaign canvas using the editor.




  1. Text Block: You can customize the font face, line spacing, and visibility on mobile devices by adjusting the configuration settings.



  1. Image Block: You can upload your own images into the media gallery or use royalty-free images to make your campaigns beautiful and attractive.





  1. You can also save the email as a template. The template will be stored in the gallery, allowing you to reuse it in future campaigns.


Final touches before sending an email campaign:

Now that you have designed your email, it's time to prepare to send it to your customers' inboxes. Let's quickly understand a few terms so we can move forward. Here's a quick peek into an email in your Gmail Inbox:

  1. Sender Details: Once you have completed the prerequisites, you need to fill in the name of the email sender and configure the sender's name and email address. You can also configure the reply-to email address to which your email recipients can reply by unchecking the checkbox. 



  1. Sender Details: After completing the prerequisites, you'll need to enter the sender's name and email address. Additionally, you can configure the reply-to email address by unchecking the appropriate checkbox, allowing recipients to respond to a different address if needed.



  1. Subject and pre-header: Enter the email subject and pre-header to give your recipients a quick glimpse of the content and encourage them to open it. Feel free to use emojis and vibrant language to make it more compelling.



  1. Subscription Type: Select the campaign's subscription type to ensure that recipients can easily opt in or out based on their preferences for this category.



  1. Footer: This is a mandatory step. You should have already provided the company or business unit details as part of the prerequisites. Now, select the appropriate footer to include in your email.




  1. Tracking: You're almost there! By default, ZEPIC tracks all the links in your email campaign. You can also add or tweak query parameters to customize how each link is tracked.




Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article