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Create a campaign from scratch

Last Update: January 5, 2025

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
    Create a campaign from scratch 1 send dash 1
    This opens Send.
    Create a campaign from scratch 3 send campaign
  2. In the Send panel, click the Campaigns tab.
    Create a campaign from scratch 5 create new campaign
  3. In the right pane, click Create new campaign.
    Create a campaign from scratch 7 start from scratch
  4. Select Start from scratch from the dropdown menu.
    Create a campaign from scratch 9 big spenders
  5. In the Name field, give your campaign a name.
  6. (Optional) In the Tags field, add a tag(s).
    Create a campaign from scratch 11 big spenders start
  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.
    Create a campaign from scratch 13 set up trigger
  2. Click Set up a trigger.
    Create a campaign from scratch 15 purchase value
  3. In the Trigger Conditions dropdown, select purchase value exceeds.
    Create a campaign from scratch 17 100
  4. In the value field, enter 100.
    Create a campaign from scratch 19 next purchase
    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.
    Create a campaign from scratch 21 all contacts
  6. Select All contacts from the Audience dropdown menu.
    Create a campaign from scratch 23 save trigger
  7. Click Save trigger.
    Create a campaign from scratch 25 plus trigger
  8. Click the plus sign to add another step. This time we’ll create the message that will be sent to customers.
    Create a campaign from scratch 27 email
  9. Select Email from the dropdown menu.
    Create a campaign from scratch 29 set up email
  10. Click Set up email.
    Create a campaign from scratch 9 big spenders
  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.
    Create a campaign from scratch 33 txt only
  13. Select a blank template.
    Create a campaign from scratch 35 my email template
  14. Name the template and click Use email template.
    Create a campaign from scratch 37 purchase edit
  15. Fill in the fields, including your brand logo. You can edit any section by clicking on it.
    Create a campaign from scratch 39 purchase
  16. Click Save.
    Create a campaign from scratch 41 save email with template
  17. Click Save email.
    Create a campaign from scratch 43 launch campaign
  18. Click Launch campaign.
    Note: You cannot edit a campaign once it has been sent.
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