How to Create a New Email Campaign

Learn how to set up and send a new email campaign using the updated Email Campaigns interface.

Head over to the Email Campaigns section in the backend and click + Create New Campaign.

Step 1: Basic Details

• Enter a Campaign Name.

• Fill in the From Name and From Email fields.

• Enter a Reply-To Email, add Cc or Bcc addresses.
  

• Toggle Include Calendar Invite if you want to attach an event invite.

• Under Audience Segment, choose who will receive your campaign (e.g., All Active Participants). The system will display the audience count.
  

• Click Continue.

Step 2: Email Content Builder

• Enter a Subject Line.
  

• Use the right-hand block library (Columns, Logo, Button, Text, etc.) to design your email. Drag and drop blocks onto the canvas.
  

• (Optional) Click Copy Tags to insert dynamic fields like @first_name or @logo.
  

• Save your design as a Template if you want to reuse it later.
  

• Once finished, click Save & Next.
  

Step 3: Scheduling

• Choose one of three options:

  • Save as Draft – keep the campaign as a draft to edit later.

  • Send Immediately – dispatch the campaign right away.

  • Schedule for Later – pick a specific date and time.

• Click Save to finalize your selection.
  

Your campaign will now follow the chosen schedule. The new UI provides a simplified step-by-step flow across Basic Details → Email Content Builder → Scheduling.