Getting started — Campaign setup details


Providing some initial campaign setup details is the first step of our five-step campaign creation process - a process guiding you through to the point of sending your campaign.

The five-step campaign creation process

Throughout this process, you can see the name of the step and the name of the campaign, whilst the particular step you're on is highlighted. 

You can use the Back button at any time to go to the previous step, and use the Save & continue button to keep moving forward.


Let's go through the details you can set up.

Selecting your campaign setup details

On the campaign setup page you can specify:

Subject line
This is the subject line of the email as it will appear in your contacts' email client. We recommend trying to get all the important information in the first 60 characters of the subject line.

You can also add emojis to your subject line. Click on the smiley face icon next to the subject line to open up the emoji picker.


There are seven categories you can choose from - 'People', 'Nature', 'Food', 'Activities', 'Travel & Places', 'Objects' and 'Symbols'. You can also quickly search for emojis by entering terms such as 'sun', 'car' and so on.


Emoji support can vary across email clients, devices and operating systems - so it's best to test

It's great to make use of emojis. They can increase your open rates and enhance engagement. However, a word of warning: emoji support can differ across email clients and devices. There are lots of emojis you can choose from but they may not all get rendered correctly or consistently in your recipients' inboxes. This will depend upon their email client, device and operating system configuration.

If you want to make use of emojis in subject lines, then we strongly advise testing them to see how they render. Once you've sent out a proper campaign or two, you can even base this testing upon the most popular email clients your recipients are using (as provided in our 'Email client breakdown' report).

Our inbox test partner, Email on Acid, have a useful blog post on emoji support in email.

Friendly from name
This is the name that your email will appear to come from.

From address
As a new account, you won't be able to change this address initially - but you do have the choice to upgrade to a customised domain name to send from.

Optional forwarding address
If someone replies to your campaign, they'll be stored in our system - and you can access these replies through the reporting section. If you enter an email address here, any replies will be forwarded to this address.

Campaign tags
Enter a tag or multiple tags to assign to your campaign (such as 'newsletters' or 'offers', for instance). This will enable you to group campaigns together using tags, allowing you to then filter your campaigns in reports and listings, making it easy to isolate these groups.

If you're assigning a tag that you've already created and used previously, the autocomplete function will help to speed things up.


As you enter these details, you'll see the inbox preview update to show how it all might appear in someone's inbox.

When you're happy with the settings, select Save & continue to start working on your campaign content in EasyEditor.

Advanced options in the campaign setup page

The campaign setup page has a few more features that you might want for future campaigns.

Split testing
You can send multiple versions of your campaign out to a small section of your mailing list, and based on open/click rates have the best version sent to the rest of your list automatically.
Dynamic subject lines and personalisation
If you have data saved against your contacts, you can use this to personalise the subject line or friendly from name; for example, you can have the from name as the contact's account manager, or a different subject line for users in a particular geographical area.
Triggered campaign
If your campaign is to be sent based on a trigger (such as someone signing up to a mailing list, or clicking on a particular link), then the setup process is slightly different. Click on Campaign settings to change the campaign to a triggered campaign.
If your campaign is to be sent out with a different character set (for example Cyrillic, or Chinese), this can also be set under Campaign settings. For most users, the optimum encoding to use is 'Unicode (UTF-8)'.
Text only campaign
Most campaigns have two styles of content: an HTML version and a plain text version. If you only want a plain text version, this can also be set in Campaign settings.
Up next: Learn about creating your campaign in EasyEditor »
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