Create a mailing campaign

A mailing campaign is an email sent to a list of subscribers.


Before designing or sending a newsletter, you need to create a campaign within the Mailing module.

You can create a campaign from scratch in the editor or work from a template created earlier in the Templates module.


At this step you set the main details of the send and decide whether to build the campaign from scratch or start from an existing template.


Create a campaign

  1. Go to the Mailing module from the ITGallery side menu.
  2. In the left side menu of the Mailing module, hover over Campaigns.
  3. Click New Campaign.
  4. Fill in the basic details of the campaign.
  5. Choose whether to create the campaign from scratch or use a template.
  6. Save your changes to carry on editing the content of the campaign.


Create a campaign from a template


  1. Go to the Mailing module from the ITGallery side menu.
  2. In the left side menu of the Mailing module, hover over Campaigns.
  3. Click New Campaign.
  4. In the Select a template button, choose the template you want to use
  5. Set the rest of the fields
  6. Save your changes to carry on editing the content of the campaign.

Tip

If you already have a template ready, select it when creating the campaign to reuse its structure instead of starting the design from scratch.


Personalisation options for the email campaign

When creating or editing a campaign, you can set the main options of the email from the left-hand column of the editor.


Basic options

  1. Subject: the title of the campaign. It is the first thing your contacts see after the sender.
  2. From name: the sender name shown in subscribers' inboxes.
  3. From email: the address the email is sent from. It cannot be edited.
  4. Reply to email: the address where you receive subscribers' replies.
  5. Plain text: the plain-text version of the campaign. It is used when the subscriber's email client cannot display the HTML content correctly.
  6. Attachments: field for adding attachments to the campaign.
  7. Track opens: option to record the opens of the campaign.
  8. Track clicks: option to record clicks on the links included in the campaign.

Tip

If you need to include a PDF, we recommend linking to it rather than attaching it directly. See the article Attach a PDF to a campaign for the full recommendation.


Save and carry on to the send

When you have finished editing the campaign, you can save your changes and carry on setting up the send.


  1. Review the content of the campaign.
  2. Click Save & next.
  3. Carry on with the send settings.

You can also save the newsletter and carry on editing it later.