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:
- From WP Admin, navigate to Send.
This opens Send. - In the Send panel, click the Campaigns tab.
- In the right pane, click Create new campaign.
- Select Start from scratch from the dropdown menu.
- In the Name field, give your campaign a name.
- (Optional) In the Tags field, add a tag(s).
- 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
- Create a campaign from scratch as described above.
- Click Set up a trigger.
- In the Trigger Conditions dropdown, select purchase value exceeds.
- In the value field, enter 100.
For details about the various trigger conditions, see Set a trigger condition. - 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. - Select All contacts from the Audience dropdown menu.
- Click Save trigger.
- Click the plus sign to add another step. This time we’ll create the message that will be sent to customers.
- Select Email from the dropdown menu.
- Click Set up email.
- 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.
- 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. - Select a blank template.
- Name the template and click Use email template.
- Fill in the fields, including your brand logo. You can edit any section by clicking on it.
- Click Save.
- Click Save email.
- Click Launch campaign.
Note: You cannot edit a campaign once it has been sent.