How do I create a campaign?
In Email Marketing > Campaigns, click New campaign. The wizard has three steps:
- You define the Campaign name (internal), the Sender the email goes out from, and who it goes to: you choose an audience or load recipients manually.
- You write the Email subject, an optional preview text, and choose the template that gives it the design. With Create template you can build a new one without leaving the flow: when you finish editing it, you return to the campaign with everything you had already entered intact.
- You review the summary and decide when to send.
Do I have to save the draft?
No. The campaign saves itself as a Draft as soon as you start filling in the wizard (subject, template, audience, or recipients). It shows up in the campaign list, it's visible and resumable by the whole team, and if you reload or come back later it picks up right where you left off. Nothing is sent until you send it.
Can I schedule it for later?
Yes. In the last step, Schedule send lets you pick a date and time so it goes out on its own. If you'd rather send it now, use Send now and confirm in the prompt.
What do I need ready beforehand?
- A configured sending domain, or the campaign won't be able to go out. See Configure your sending domain.
- At least one audience. See Segment your contacts into audiences.
Still have questions?
Ask MIA, the MB Suite AI assistant: open it with the MB AI button (⌘J) in the top bar. MIA knows the section you're in, so you can ask it about what you see on screen — and it can also answer how-to questions about using MB Suite.