Getting started — Campaign setup details

Learn how to set up the details of an email campaign.

Overview

Providing some initial campaign setup details is the first step of the five-step campaign creation process - a process guiding you through from campaign creation to campaign send.

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Throughout the campaign creation process, the particular step you're on is highlighted in the breadcrumb menu in the top right.

You can select BACK at any time to go to the previous step, or SAVE & CONTINUE to move on to the next step.

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This article takes you through Step 1 of the process: Create. This involves setting up your initial campaign details.

Set up your campaign details

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On the Campaign details page you can set:

  • Subject line
    This is the subject line of the email as it will appear in your contacts' email client. We recommend trying to get the most important information in the first 60 characters of the subject line.
    You can add emojis to your subject line if you want to. Select the smiley face icon next to the subject line to open the emoji picker.

    Emoji support

    Emojis can increase your open rates and enhance engagement. However, a word of warning: emoji support can differ across email clients and devices. Not all emojis get rendered correctly or consistently in your recipients' inboxes. This depends on their email client, device and operating system configuration. If you want to make use of emojis in subject lines, then we strongly advise thoroughly testing them.

    You can also include personalisation in a subject line. To do this, select the personalisation icon to expand the data fields drop-down menu and select a data field placeholder to insert into your subject line. This placeholder is replaced with the relevant data for each contact when the campaign is sent. So, the subject line Hi @FIRSTNAME@! becomes - for example - Hi Chris! when it reaches the contact’s inbox.
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  • Friendly from name
    This is the name that your email appears to come from in your recipients’ inboxes.
  • From address
    All new accounts have a default from address assigned to them. Until you add a custom from address to your account, only the default one is available to you here. If you do have multiple from addresses to choose from, expand the drop-down menu and select the from address you want to use.
    To learn more about custom from addresses, check out the article All about branded domains.

When you add values to the above fields, you can see a preview of how your email details should display in your contacts’ inbox at the bottom of the page.

The other details you can amend in this step are:

  • Forwarding address
    If someone replies to your campaign, the reply is stored in our system and you can access these replies through the reporting section.
    To learn more, check out the article Replies report.
    Entering a forwarding address is optional, but if you do enter an email address here, any replies to this campaign are forwarded to the address you entered.
  • Campaign tags
    Enter a tag or multiple tags to categorise your campaign, for example, Newsletter or Offer. Tags enable you to group campaigns together, allowing you to filter your reports and listings by campaign tags to view statistics for specific sets of campaigns.
    To learn more check out the article Grouping campaigns together using tags.
    If you're assigning a tag that you've created previously, the autocomplete function matches what you enter with existing tags, to help speed things up and keep your tagging organised.

Additional campaign options

The campaign setup page allows you to access a few more features that you might want to use for your campaigns.

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Split test settings

You can send multiple versions of your campaign out to a small section of your intended audience, and based on their interaction with the campaign, have the best version sent to the rest of your list automatically.

To learn more, check out the article Split test an email campaign.

Campaign settings

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  • Format - choose whether you want to create an email campaign with both HTML and text versions, or create a plain text only version with no HTML content.
  • Type - choose whether you want to create a standard or triggered email campaign. Triggered campaigns are used in automated processes, for example in programs or to send automatically on completion of a form.
  • Dynamic content - you can use dynamic content rules to determine what subject line and from name a contact should see, based on data you hold about them. For example, you might want to show a different subject line based on a contact’s geographical location.
    To learn more, check out the article Insert dynamic rules and personalisation for subject lines and from names.
  • Encoding - by default, the encoding type for campaigns is set to Unicode (UTF-8). If you need to change this, to use a different character set, for example Cyrillic or Chinese, then expand the drop-down menu and select the encoding type you want to use.
    To learn more, check out the article Use different languages and alphabets in email campaigns.

When you're happy with all of your campaign settings, select SAVE & CONTINUE to start working on your campaign content and design.

Next steps

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