Once you create a campaign, you will be presented with the Campaign Creator screen which looks like the screenshot below. The main section of this screen are highlighted in the screenshot and explained below.
The steps to setup and customize your campaign are as follows:
Enter a name for your campaign where the placeholder text "Your campaign name..." appears.
The campaign name is only used internally and is not displayed to the recipients of the email.
Note: The campaign name is the minimum information that you need to fill in order to be able to save a draft of your campaign.
This portion is where you actually build the content of your email. In here, you have the following options:
1. Use a template
Click the Use a template tab if you want to load an existing template or campaign.
2. Email settings
Click the Email Settings tab to customize visual elements of your email, e.g. the email background colour, content background colour, content border style, etc.
3. Import HTML
Click this to import your own HTML code and load it in the email builder.
4. Add content
Click on the green Add content button to build your email from scratch by using the GEVME email widgets. The GEVME email widgets appear when you click on Add content and are shown below.
Note: For more detailed information on how to use the email builder, see the article Using the Email Builder.
These are the different options under Campaign Settings
This is the name and email which will appear in the "From:" field when the recipient(s) receive your email. There are 2 options in the dropdown for the From value:
(1) The first option is the name and email as set in the organizer profile. For more information on the organizer profile, see the section Organizer under the article Creating and Setting Up a New Event.
(2) The second option is the name and email of the logged-in GEVME user.
Note: Only whitelisted email domains will show in the "From:" field when the participant receives your email. If your email domain is not whitelisted by GEVME, the generic GEVME email address email@example.com will show as being the "From:" email instead. As an example based on the above image, if the user chooses <Sender Name><firstname.lastname@example.org> as the From name and email, and eventbox.com is not a whitelisted email domain, then when the participant receives the email, it will appear as From: <Sender Name> <email@example.com>.
This is the email which appears in the "To:" field when the participant replies to your email.
This is the subject of your email.
This is the list(s) to which the campaign will be sent. Click on Add lists to select one or more lists.
If you want to send the campaign to individual email addresses as well, enter them here. Note, however, that personalisation will not work for individual
email addresses entered here.
If you want to exclude some recipients, choose the corresponding list which contain them here. For example, if you choose List A as your recipient list and List A contains Joe, Peter and Sally, and you choose List B as the exclusion list, and List B contains Sally and Jen, then Sally will be excluded from the recipients and will not receive the email (Jen also of course will not receive the email, as she is not on the recipient list).
Under Attachments you have the possibility to attach files to your campaign. Click on the Attach File button to attach the files that you want.
The restrictions for the file attachments are as follows:
- Maximum number of 10 attachments per campaign.
- Maximum file size of 2 MB per attachment.
Sending/Scheduling Your Campaign
The last step is to send or schedule your campaign. For detailed explanations of this step, see the article Sending/Scheduling Your Campaign.