Before starting your email campaign you will need to create a customer group(s). See: How to create a Customer Group
Note: You will want to create and name the groups you want to include as well as exclude from the campaign.


  1. Navigate to the "Marketing tab" and click the New Desired Campaign type.


  2. Now you will need to configure the campaign by:
    -Choose a campaign name
    -Select the campaign category
    -Select a start date
    -Select a Reporting End Date
    -Select the Include Groups (this will be the group you've created as your target audience)
    -Select any groups to exclude from the campaign



  3. For an Email Campaign 
    -Set a cost if there is one
    -Select who the email should be sent from as they will receive any replies
    -Select the template you wish to use or you can create a template in the template builder field utilizing the wysiwyg and replacement fields
    -Select "Save Campaign"
    -If you choose the same day as the start date you will now click "Start" to run the campaign. If you chose a future date it will automatically be run on that date.