Creating a Campaign

Email campaigns are a cost-effective way to reach a large audience while keeping the message relevant. Whether it's a flash sale announcement, newsletter, latest collection update, and more, you can instantly reach targeted audiences or schedule emails for later. These emails create a personalized experience, boosting customer engagement and building loyalty.

Requirements

Before you get started, you need to check the following things,

Best Practices for Your Campaign Success

1. Segment Your Audience – Group subscribers based on behavior, interests, or demographics to send more relevant and personalized emails.

2. Craft Engaging Subject Lines – Keep subject lines short, clear, and compelling to increase open rates. Use urgency, curiosity, or personalization.

3. Personalize Your Emails – Use customer names, past purchases, or browsing history to make emails feel more relevant and engaging.

4. Optimize for Mobile – Ensure your emails are mobile-friendly with responsive design, concise text, and clear CTAs.

5. Clear Call-to-Action (CTA) – Guide recipients on the next step with a well-placed, easy-to-click CTA button.

6. Maintain a Consistent Schedule – Send emails at optimal times and maintain consistency without overwhelming subscribers.

Build your Email Campaign

Step 1: Access the Campaigns section

After confirming the required conditions, follow these steps to create a successful email campaign.

1. To create your campaign, go to the Campaigns section in your Retainful dashboard and click the Create Campaign button.

2. In the Create Campaign dialog box, enter your campaign title and click Create Campaign to proceed

Step 2: Configure your Email Properties

Here, you can set the Name, From Email Address, Reply-To Address, Subject, and Preview of your email.

1. In the From Email Address option, select Send using your own domain's email address. If your sending domain is not verified, click the Click here to verify link. This will redirect you to the Email Settings section. For step-by-step instructions, refer to the article Set your sending domain.

1. Reply to: In the Reply-To field, enter the email address where you want to receive customer responses. When a customer replies to your email, their messages will be delivered to this address.

2. After you have configured your email properties, click on the Continue to Content button.

   

Step 3: Design your Email

You can design your email from scratch or customize a pre-built template.

• Use the checkbox to filter templates as needed. To preview a template, click the Preview icon. Once you've selected a template, click Use this Template to customize it in the editor.

• To start from scratch, click the Build from Scratch button.

For more details on customization options, refer to the Email customization article. Once you have finished designing your email, click the Save & Choose Recipients button.

Step 4: Choose your Recipients

In the Choose Recipients section, you can select whether to send the email to All Contacts (subscribed users) or a specific list or segment.

You can select up to 5 lists or 5 segments, but not a combination of both. If you choose lists, you can select up to 5 lists. If you choose segments, you can select up to 5 segments.

Once you have selected your campaign recipients, click the Continue to Review button.

If you haven't created any lists or segments for your campaign, refer to the following articles to learn how to create them.

1. Create a List

2. Create a segment

Step 5: Review your content and Campaign settings

In the Review section, you can preview your email settings, content, and recipient list. If needed, you can make changes by clicking the Edit button in the respective sections.

Click the Schedule or Send button to either send your email campaign immediately or schedule it for later.

Smart Sending

When enabled, this feature prevents campaign emails from being sent to contacts who have received emails from other automation workflows within the specified time frame. By default, this is set to 24 hours.

To adjust the time limit, go to Email Settings. Under the Smart Sending option, select the desired time frame from the dropdown menu and click on Save Changes.

Why Is Smart Sending Important?

Smart Sending helps you avoid sending too many emails to your subscribers in a short period. It ensures that they don’t feel overwhelmed or annoyed. By limiting email frequency, you improve engagement, reduce unsubscribes, and increase the chances of your emails being opened.

This leads to a better experience for your customers and improves your email deliverability. In simple terms, Smart Sending helps you stay connected without overdoing it.

To learn more about smart sending, click here.

That’s it! You’ve successfully created and sent your campaign.