How to Create an Email Campaign

To create an email campaign with Factoreal, perform the following steps:

  1. Login to Factoreal.
  2. Click Campaigns.
  3. Click Create New Email Campaign.
  4. Enter a name for the campaign, and a description (optional).
  5. Click Next.
  6. Select recipient(s) and click Next. You can choose contacts from a List, Audience, or Individual Contact.
  7. Enter a From name. This is the name that will appear in the recipient’s inbox when they receive your email.
  8. Select the From email ID. The drop-down provides you with a list of all the sender email addresses you have configured in the settings section.
  9. Enter an email subject. You can insert emojis and also personalize the email subject line using various contact attributes like First Name, Last Name etc.
  10. Enter the Reply-to email ID to which the recipients can respond.
  11. Click Next. You will find the Compose section where you can create new email from scratch or use existing templates created by you or Factoreal to use in this email campaign.
  12. To use an existing template, click Theme.
  13. Click Next.
  14. Choose a template by hovering over it and clicking Use Template.
  15. You can edit the selected template by using the various blocks, like text, images, videos, and more.
  16. Click the preview icon to preview the template, send test email or save as an .html file. Once you are done with customizing the template to suit your need click Done Editing.
  17. You are now in the Review section. You can review the summary of your email campaign and make edits to the campaign details, recipients or senders, email design, by clicking the Edit button next to the respective sections.
  18. You can send the campaign right away or schedule it to be sent at a later date and time. To test how your email looks in the users’ inbox, click Test Email Campaign and enter email addresses (up to 3) at which you want to test it and click Send.
  19. To send the campaign right away, click Send Now.
  20. To schedule the campaign to a later date, click Schedule Later.
  21. To create a recurring email campaign, from the drop-down list, select daily, weekly, monthly, yearly. If you don’t want a recurring campaign, select No. Click Next.
  22. Under When do you want to send and choose a date.
  23. Choose a time when you want your campaign to be sent.
  24. Click Schedule.