How do I create and send an email campaign?

Before you can send out an email campaign you need to:

  • Have added the recipients to Contacts > People
  • Create an email list and assign people to the list.
  • Add a Privacy Policy to your website - Refer to the question, "Why do I need a privacy policy to send an email campaign?" below for further details.

Then you are ready to create your email campaign as follows:

  1. Log in to your website and go to Emails > Campaigns.
  2. Click on the +Add button in the top right. You'll work your way through the steps as follows.
  3. Under Name, give the Email campaign a name that will help you to identify it.
  4. Under Person email list, select the email list that you will send this email to.
  5. Under From, enter the name and email address that you want the email to have come from.
  6. Under Reply-to, you can choose which email address replies will be sent to.
  7. Under Subject, add a concise subject line for the email.
  8. Click Add.
  9. Under Person email list filters, you can filter your email list further, to include only people who have certain tags. (These tags can be created under Contacts > People > Tags.) If you want to filter the email list, click the Add button in the top right. Choose the person tag you want to filter by and click Add. You can add more than one filter.
  10. Under Content, click on the Main container and add in the text and images for the email. Click Update to save.
  11. You can preview how the email looks by clicking the Preview button in the top right; click the Edit button in the top right if you need to edit the email.
  12. Click the Test button in the top right, to send a test email to yourself, so that you can see how it looks overall and make any necessary changes.
  13. You can change some of the design features of the email under Emails > Settings. Here you can add a logo, edit the logo height, header background colour, link colour and add a link to your Privacy Policy. Click Update to save any changes that you make.
  14. When you are happy with everything, click the Send button in the top right. You will see the cost of the email campaign listed and you must click both boxes underneath, agreeing to the campaign fees and Airsquare's Terms of Service, before you can send out your campaign. Click Send.
  15. On the screen, you will see the list of email addresses that the email campaign has been sent to. You can see who unsubscribed and if the email bounced. In either case, Airsquare will remove the person from the email list automatically. Under the heading Person email list filters, you can also see what filters have been applied to the email list for this campaign.

How do edit an email campaign?

You can only edit an email campaign before it has been sent.

  1. Go to Email > Campaigns.
  2. You can use the search box to find the right campaign.
  3. Click on the email campaign.
  4. Click Edit in the top right.

How do I delete an Email campaign?

  1. Go to Email > Campaigns.
  2. You can use the search box to find the right campaign.
  3. Click on the email campaign.
  4. Click Delete in the top right.
  5. Click Delete to confirm.

Can I change the design of the email?

Most of the design elements in our email campaigns are fixed, but you can change a few of the design elements under Emails > Settings. Here, you can change the logo, edit the logo height, edit the header background colour, edit the link colour and add a link to your Privacy Policy. Click Update to save any changes that you make.

Can an email campaign be sent to more than one of a person's email lists?

No. The content of an email campaign is directed at one of a person's email lists. When a person unsubscribes, they are choosing not to receive that type of content from you and will be removed from that specific list.

You can have as many email lists as you like. We recommend you use multiple lists for different content you send out (e.g. announcements, newsletters, etc). 

Once you've chosen an email list to send to, you can then filter to a specific group of people using email list filters.

Why do I need a privacy policy to send an email campaign?

Modern privacy laws require you to have a privacy policy in order to send our email marketing. If you don’t have a privacy policy, you're breaking the law. 

There's a great article here covering the topic and details things you need to include in your policy.

We can't provide a template for you to copy as we don't know what you do with a person's data once it's left our system or what other systems you're using do. 

Our privacy policy details out the information we store on your behalf within the Airsquare service which you use in your own policy.

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