Create, Copy, Edit, Save, and Send Campaigns

This is an overview of the different functions in the Campaigns section of your account, as well as the Save/Send a Test/Send functions in the message composition screen. If you are looking for a quick overview, check out our Quick Start Guide. 

• How to Create a New Campaign 
• How to Copy a Campaign
• How to Edit a Campaign
• How to Save a Campaign
• How to Send a Test
• How to Send a Campaign

How to Create a New Campaign

From here, choose from the following: 

• New Blank Campaign to create your campaign from scratch with JangoMail's WYSIWYG editor or paste in your own HTML.
• New A/B Test to create a split test of two or more campaigns to determine effectiveness. 
• New Campaign from My Saved Templates to use a campaign previously marked as a template. 
• New Campaign from My FTP Templates to use a campaign that you have previously uploaded its HTML template via FTP. 
• New Campaign from JangoMail Templates to create a campaign from JangoMail Templates. 

How to Copy a Campaign

Use the Copy icon on the Campaigns screen, you can create a message exactly like the original or pick and choose what parts to copy into a new message. You can choose to leave all selected or click to deselect a certain part of the message. For instance, if you've created a newsletter but want to send one with attachments to your customers and another without attachments to your internal team, you can send your message normally with attachments. Then to send to your internal team, without attachments, click Copy and deselect recipient data and attachments. After you click Yes, the next screen will have an identical copy of your message but without the recipient data or attachments. With the Copy feature, you can save time and maximize your efforts!

How to Edit a Campaign 

Click on a campaign's Subject to edit:                                                                                                                     

After you have created a message and saved it in JangoMail by saving it or sending it, you can click on the campaign's Subject to make changes to its content and settings.

If you mark a campaign as My Template to use for future messages, you can edit and click Save to retain your changes.

If you want to send immediately with your new changes, you can choose the Send button. Clicking Send from within Edit mode will create a new campaign with a new ID. It will not overwrite the original campaign/message with your changes. To overwrite the original message with your edited one, click Save before sending.

How to Save a Campaign 

Save early, save often! As you work on your messages, make sure to click the Save button to keep track of your changes. If you create a new message, there is no campaign ID assigned to it until you click the Save or Send buttons. Saving does not interrupt your work but allows you to make sure your message is kept up to date! Whether it's minutes or days after hitting Save, you can easily click the Send button once you're ready to launch your campaign.

How to Send a Test 

It's important to always test your messages before you send. Testing allows you to fix incomplete links or correct any styling issues, along with anything else that needs to be changed before your recipients see the final product. Easily send yourself or your team a preview by clicking SEND A TEST. In the popup, specify the address or the test list that should receive the preview.

Note: If you're using personalization, it will not appear if only an email address is specified. Designate a list as a Test List in the Settings area inside of a specific list to test personalization with the Send a Test popup or simply attach a list and click the Send button.

How to Send a Campaign  

This is the ultimate goal. Once you have created, copied, edited, saved, or tested, you're ready to hit SEND CAMPAIGN. If you are starting with a new message that is without a campaign ID, clicking Send will assign an ID to the message and send the message. If you are editing a previously sent or saved message, clicking SEND CAMPAIGN will not alter the original but will create a new message with a new campaign ID and send the email.