Steps to Create an Email Campaign: Email Campaign Wizard Step 1: Preferences

Last Updated: Jan 31 2018 11:42 am UTC

To get to Campaign creation step 1, go to Campaigns section and click on Create New Email Campaign.

The Campaign Preferences Step has two key areas:

Campaign Details

The Campaign Details area, located on the left, allows you to specify information about the campaign:

  • Campaign title—the title of the campaign
  • Message subject—the subject message for a campaign.
  • From name—the message sender's name. This is automatically populated with the default Sender Name from your account preferences.
  • From email - the messages sender email. This is automatically populated with the default Sender email from your account preferences.
  • Reply address—the email address for replies. This is automatically populated with the default From Email from your account preferences.


The Options area, located on the right, allows you to manage tracking, embedded images, and personalization:

  • Personalize the “To:” Field—If available in the list, this will display the subscriber's first and last name in the “To” field.
  • Track opens—Track who opens the newsletter. This cannot be changed.
  • Track HTML clicks—track clicks on links in the HTML version. This cannot be changed.
  • Track plain-text clicks—track clicks on links in the plain text version.This cannot be changed.
  • Google Analytics Tracking—check this box and then enter a campaign name to have clicks and opens included in your Google Analytics reports.
  • Authenticate the campaign—check the box to authenticate your campaign
  • Send campaign with embedded images—enabling this option will embed the images in the HTML code, so they don't have to be loaded from the server but are displayed automatically inside email program

In addition, you can elect to share your campaign on Twitter or Facebook by checking the appropriate boxes.

Note: For more information about connecting your campaigns to social networks, see the support topic, “How Do I Share My Email Campaigns on Social Media?

Click the Next Button to continue to step 2 which is covered in the support topic, “Email Campaign Step 2: Recipients

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