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How to Create an Email Campaign
How to Create an Email Campaign

Learn more about creating email campaigns Nexl Engage

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Written by Jenn Gopez
Updated over a week ago

Welcome to our help center article on crafting professional and responsive email campaigns! In this article, we will introduce you to our intuitive campaigns feature - a drag-and-drop email builder, which makes creating email campaigns a breeze. With predefined branding guidelines and your collection of templates, you can ensure that you can easily create campaigns that always reflect your brand.

Introducing Our Drag-and-Drop Email Builder

Our drag-and-drop email builder is designed to make creating email campaigns a collaborative and effortless process. With just a few clicks, you can easily add and arrange text, images, and other elements to create a visually appealing and professional email campaign.

Create an email campaign from All Campaigns page

To create a new campaign from All Campaigns page, you will need to access the Campaigns tab. This can be found under the Firmwide section. Once you click on the campaigns tab, you will see a list of all your current campaigns.

There are different types of campaigns that you can view, such as draft, scheduled, and sent. You can also filter your campaigns by selecting the draft or sent options. Additionally, you can view all campaigns or clear your search to start fresh. To create a new campaign, simply click on the "New Campaign" button in the top right-hand corner.

Create an email campaign from Workspaces

You can also create a new campaign from Workspaces, this is especially useful if you are managing the entire event in the workspace. Having the campaign in the workspace helps to keep all communication, details, and invite lists organised in one workspace. To Create a new campaign, simply click the + icon and choose New Email Campaign

Choosing a Campaign title and sending mode

Once you choose to create a new campaign, it will open a new window where you can enter the details of your campaign. You can choose to make your campaign continuous sending from this window. You also have the option to enable continuous sending. This means that you can add new subscribers to your campaign even after it has been scheduled and sent out. If you do not want to allow continuous sending, you can leave this option unchecked and enable it later.

At this stage, give your campaign a title. This will help you easily identify the campaign in the future. For example, you can name it as per the name of your event, for example - "Happy Hour Event" or a client update, for example - "July client update"

Choosing a Subject and Sender

Once you've created a campaign, the first step is to give it a subject. This is the title that will appear in your recipients' inboxes, so make sure it accurately reflects the content of your email. For example, if you're sending an event invite, you can give the subject "You are invited to our client seminar event!"

Next, you'll need to choose the sender of your email. We allow for configuring multiple email addresses, so you can choose which one to use if you have configured multiple emails. To configure more than one email, please let our team know. This is especially useful if you have different departments or teams within your organisation that may need to send out emails.

Selecting a Recipient List

After choosing a subject and sender, you'll need to select a recipient list for your campaign. This is the list of email addresses that will receive your email. Choose the one that is most appropriate for your campaign.

Once you've selected your recipient list, you will be able to see any warnings, such as bounced users or unsubscribed contacts. Resolve those warnings by clicking the link and going to the contact list. Then remove any contacts that have bounced emails, consent not given or unsubscribed. This will help you ensure that your email is being sent to the correct audience.

Recipient lists with contact warnings, resolve before sending emails

Recipient lists without any warnings, safe to schedule emails

Attaching Images and Files

In addition to text, you can also attach images or files to your email. This is especially useful if you're sending calendar invites. You can simply attach an Outlook ICS file, which contains details of the event. Users can then download the attachment and add the event to their calendar.

Settings and Features

Under settings, you have the option to turn on "allow continuous sending" if you haven't done so already. This feature allows you to send multiple emails at once, rather than waiting for each email to be sent individually.

You can also enable click tracking and open tracking for your emails. These features allow you to see if users have clicked on or opened your emails. Keep in mind that they may impact deliverability, so you can choose to disable them if you wish.

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