Create a campaign from scratch

If you don’t want to use a campaign template, you can create an original campaign from scratch. 

Create a campaign from scratch

To create a campaign from a template:

1. From WP Admin, navigate to Send. 
   
   This opens Send.
   
2. In the Send panel, click the Campaigns tab. 
   
3. In the right pane, click Create new campaign.
   
4. Select Start from scratch from the dropdown menu.
   
5. In the Name field, give your campaign a name.
6. (Optional) In the Tags field, add a tag(s).
   
7. In the lower right, click Start.
   This opens the campaign screen. Here you will set up a series of rules, called triggers, which will determine when, and to whom, messages are sent.
   In the example below, we’ll set up a campaign that will send a thank you note and coupon code to customers who purchase more than $100 at your online store.

Example of creating a campaign from scratch

1. Create a campaign from scratch as described above.
   
2. Click Set up a trigger.
   
3. In the Trigger Conditions dropdown, select purchase value exceeds.
   
4. In the value field, enter 100.
   
   For details about the various trigger conditions, see Set a trigger condition.
5. Click Next.
   This takes you to the Audience section where you decide who to include in the campaign. In this case, we want to include all you contacts.
   
6. Select All contacts from the Audience dropdown menu.
   
7. Click Save trigger.
   
8. Click the plus sign to add another step. This time we’ll create the message that will be sent to customers.
   
9. Select Email from the dropdown menu.
   
10. Click Set up email.
    
11. Add a:
    • Subject line: A brief summary of the message content.
    • Preview text: The first text customers will see. By default, it is the beginning of the full message.
    • Sender name: Who the message is coming from.
12. Scroll down and click Choose template to create the content for the email sent by the campaign.
    The template library opens.
    We’ll create a simple email for this demo, but for a more detailed look at creating email with Send, see Explore the email editor and Email visual editor basics.
    
13. Select a blank template.
    
14. Name the template and click Use email template.
    
15. Add a text field to the email.
    
16. Add the text, “Thanks for your purchase. We’d like to offer your more savings with your next purchase. Next time you check out, enter the coupon code, “ImaVIP” for an extra 10% off.”
    
17. Click Save.
    
18. Click Save email.
    
19. Click Launch campaign.
    Note: You cannot edit a campaign once it has been sent.