Send Tab Overview
The send tab is home to your email and SMS sends, allowing you to create a campaign and begin mailing your customers.
Campaigns work as folders to store and organize mailings, offering a way to group data for reporting.
Mailings are the individual sends that you create for each communication, e.g. a one-time mailing to announce a new product or a recurring mailing to provide regular news updates.
Before creating a mailing, you may need to:
- Import recipients if this is your first campaign.
- Create a list to group recipients who may be interested in your mailing content.
- Add content to the asset library, e.g. images of your products.
- Build a dynamic segment set for email personalization.
- Create response content, headers and footers for your mailing.
- Configure tagging for Google Analytics
Navigating the send tab
The send tab is divided into two sections: campaigns and mailings.
The campaigns section allows you to view your available campaigns and create a new campaign. Use the show more button to expand the list and view your campaigns.
The mailings section consists of:
- The left hand menu - where you can select a mailing type, e.g. simple send, drip mailing, etc.
- A context-specific mailing table - which displays the list of created mailings of the type you select in the left hand menu and a create button for the mailing or template type.
Tip: hovering over a campaign or mailing displays a row of icons in the actions column of the table, allowing you to edit, delete, etc. your campaign/mailing.