Creating a Campaign
Learn about how to create and send email campaigns in Retainful.
Last updated
Learn about how to create and send email campaigns in Retainful.
Last updated
The Campaigns feature in Retainful allows you to set up and send email campaigns to selected lists or specific segments of your contacts. You can also schedule a campaign to be sent at a later date and time.
With Campaigns, you can stay connected with your audience by sharing engaging newsletters, product updates, promotions, and more.
Let’s walk through the steps to create and send email campaigns using this feature.
Before you get started, you need to check the following things,
"Campaigns" is a premium feature. So, make sure you are on a premium plan or free trial.
Make sure you have created a list or segment of contacts to whom you’re planning to send the campaign. Learn how to create a list or segment here.
Check and confirm if you have verified your email-sending domain. Learn how to verify your domain here.
Follow the below steps to create a campaign,
Step 1: Log in to your Retainful dashboard -> Campaign
Step 2: Click on the ‘Create Campaign’ button
Step 3: Give a name to your campaign
Step 4: Set up the email address, and subject line, preview text, from the name, and reply to the email address.
After completing the initial setup, you’ll be prompted to choose and edit an email template for your campaign.
1. Select a Template - Choose an email template from the library and customize it to fit your needs.
Once you've finished editing the template, click the Save & Choose recipients button to proceed to the recipient selection step.
After editing the email template, click the ‘Save & next’ button to select the recipients.
You can send your email campaign to all contacts in your Retainful dashboard under Audience or to a specific list or segment.
To send to all contacts, click All Contacts.
To target a specific list or segment, click Choose List & Segments.
NOTE You can select multiple lists or segments as recipients for your email campaign, giving you flexibility in reaching the right audience.
After selecting recipients, click the Continue to Review button to review your email campaign. In this step, you can review the campaign’s details, including the email properties, email template, and recipients.
After reviewing the campaign, you need to click on the ‘Send Campaign’ button to send or schedule it.
Select ‘Send now’ and hit the ‘Send Campaign Now’ button to start sending the email campaign immediately.
To Schedule for Later: Choose Schedule to set a specific date and time. After selecting the date and time, click Schedule Campaign to queue your email campaign for the selected date and time.
That’s it! You’ve successfully created and sent your campaign.
