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Creating an E-mail Campaign

An E-mail Campaign allows you to coordinate a Mailing campaign by grouping several Mailings together and testing and sending them in one go. You can add Mailings from multiple Publications in an E-mail Campaign.

Before you begin

  • To create or edit an E-mail Campaign, you need Mailing Execution rights.
  • You must have created Mailings to add to the E-mail Campaign—see Creating a Mailing.

About this task

An E-mail Campaign allows you to:

  • Coordinate the sending of a single e-mail across multiple Publications
  • Coordinate the sending of a series of e-mails consisting of, for example, a Start Mailing, Scheduled Mailing, Triggered Mailing and Reminder Mailing

You can create an E-mail Campaign directly, or you can create one when you add a Mailing to an E-mail Campaign.

Procedure

  1. Open the Content Manager Explorer.
  2. Create (or open) E-mail Campaigns in the Shortcuts view:
    1. Select the E-mail Campaigns node and from the Ribbon toolbar Create tab, select New E-mail Campaign.
    2. Enter a unique Name and optionally a Description.
    3. Click Save.
    4. Add a Mailing to an E-mail Campaign by clicking Add, then navigate to and select a Mailing and click OK.
  3. Alternatively, create a new E-mail Campaign as follows:
    1. Navigate to and select a Mailing and from the Ribbon toolbar E-mail Management tab, select Add Mailing to E-mail Campaign.
    2. Select the option New E-mail Campaign.
    3. Enter a unique Name and optionally a Description.
    4. Click OK to create an E-mail Campaign and add the selected Mailing to it.
  4. When you select Add Mailings to E-mail Campaign you can choose to create a new E-mail Campaign (as described above) or add the Mailing to an existing E-mail Campaign:
    1. Select Existing E-mail Campaigns.
    2. Select an E-mail Campaign from the list and click OK.
    3. Open the E-mail Campaign: in the Shortcuts view select the E-mail Campaigns node, select the E-mail Campaign in the list view and choose Open in the context menu.
  5. In the E-mail Campaign General tab, you can view the included Mailings and perform the following actions:
    • Move up and Move down—arranges the list order of the Mailings displayed in the E-mail Campaign (usually, you will want to display Mailings in a chronological order, although the order in which e-mails themselves are sent depends on the priority of each Distribution List in an individual Mailing.
    • Open—opens selected Mailings
    • Go to—goes to the Folder location of the selected Mailing
    • Add—allows you to add a Mailing to the E-mail Campaign
    • Remove—removes the selected Mailing from the E-mail Campaign
  6. In the E-mail Campaign Ribbon toolbar you can perform the following actions:
    OptionDescription
    sends all Mailings in the E-mail campaign (seeSending all Mailings in an E-mail Campaign)
    sends the selected Mailing (see Sending a Mailing)
    tests the selected Mailing (Testing a Mailing)
    refreshes the last tested column and the statistics, if you have performed a refresh of the statistics (see Refreshing statistics)
  7. The E-mail Campaign General tab displays various columns for each Mailing:
    • Last tested—indicates when the Mailing was last tested, important because this Mailing is the one which is sent irrespective of whether the Mailing has since changed.
    • Start date and End date—indicates for Triggered Mailings the timeframe when e-mails are sent.
    • Other columns display statistics for the Mailings—for more information, see Viewing Mailing statistics.
  8. Click Save and Close.

Results

Outbound E-mail creates or updates an E-mail Campaign and adds the selected Mailing to the E-mail Campaign. The E-mail Campaign is created in the E-mail Campaigns node, where users with Mailing Execution rights can view, edit, test, and send the E-mail Campaign.