The campaign builder guides you through each part of setting up a marketing campaign in one full-page flow. Each section explains what it needs, so you see what is still missing before you send. Use this guide when you set up a campaign for the first time or want to understand how the five sections fit together. By following it, you will know how to complete each section and send or schedule your campaign.
Table of Contents
What Does the Campaign Builder Do?
How Do I Complete Each Section?
What Warnings Might I See Before Sending?
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What Does the Campaign Builder Do?
The campaign builder is a full-page flow divided into five sections: Sender & Subject, Unsubscribe Settings, Audience Selection, Email Content and Test & Send. Each section has a title, a short description and contextual hints, so you know what is expected before you move on.
How Do I Complete Each Section?
Complete Sender & Subject by entering the sender details and the subject of your email.
Review Unsubscribe Settings for your campaign.
Select the recipients of your campaign in Audience Selection.
Build your email in Email Content.
Test your email in Test & Send, then send or schedule the campaign.
Read the hints shown in each section if you are unsure what it needs.
What Warnings Might I See Before Sending?
The builder shows warnings before the send step, so you resolve a problem before it blocks your campaign. These include warnings for free-trial accounts and for a missing domain.
Related Articles
How Do I Build an Email in a Campaign? covers the content blocks, display options and merge fields available in Email Content.
How Do I Review the Report of a Sent Campaign? covers the Report of a campaign that has been sent.
Quick Summary
The campaign builder takes you through five clear sections, from sender details to sending. Contextual hints and warnings help you spot missing information before you send. You create, test and send or schedule a campaign in one guided flow.