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On this page
  • How to create a text email campaign?
  • How to use Atlas, your AI assistant, to generate your marketing campaigns.
  • Step 1 - Content
  • Inserting variables in the body of the text
  • Define the [link] action
  • Step 2 - Recipients
  • Step 3 - Review

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  1. Campaigns
  2. Campaigns Overview

Create text email campaign

PreviousCreate SMS campaignNextCreate email campaign

Last updated 1 year ago

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How to create a text email campaign?

Go to the Campaigns tab from your dashboard. Campaigns -> Create Campaign.

Click Create Campaign, and a new window will pop up with the new text email campaigns 3-step wizard.

How to use Atlas, your AI assistant, to generate your marketing campaigns.

Step 1 - Content

Content - In this section, you can rename your Campaign and add the email subject, message content, and a URL address link if the message intends to engage the contact to take action.

Inserting variables in the body of the text

AB - lists the available system or custom metadata available to personalize the email content.

Define the [link] action

When the [link] variable is added to the body of the message, you will be prompted with two options: From and URL.

The Form provides the option to select a link that redirects the customer to an internal platform form, such as a Referral, Survey, or Video Testimonial form.

The URL option allows you to direct the customer to an external URL of your choosing, such as a promotional web page on your website.

If your custom URL preview appears as in the example below, rest assured that the URL will still function. The absence of a preview is attributed to your website's security settings.

Step 2 - Recipients

The recipient's step allows you to select your Audience or Segment with the contacts you want to use for this Campaign.

Step 3 - Review

The third and final stage of the text email campaign setup gives an overview of the campaign recipients, content, and tracking.

You can send the campaign immediately or schedule it using the Send or Schedule button at the top right corner.

AI feature - Atlas