Level 1: Quick Start Guide
Level 1: Quick Start Guide
Your First Campaign
Prerequisites
- Import Contacts: Upload your CSV/JSON list (see Import Guide)
- Verify Sender: Ensure your From Address is verified
Step 1: Create a New Campaign
Dashboard β Campaigns β Create New Campaign
Campaign Setup:
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β Campaign Name: "Welcome Series" β
β Campaign Type: β Drip Campaign β
β Target Audience: Select segment (500 contacts) β
β From Address: sales@yourcompany.com β
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Step 2: Build Your Sequence
Simple 3-Email Welcome Sequence:
Email 1: Welcome Email (Send immediately)
Γ’β β Wait 2 days
Email 2: Product Overview (Send 2 days after signup)
Γ’β β Wait 3 days
Email 3: Special Offer (Send 5 days after signup)
Visual Builder:
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β Sequence Builder β
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β β
β [START] β
β β β
β Γ’βΒΌ β
β βββββββββββββββββββββββ β
β β Email 1: Welcome β β
β β Subject: Welcome! β β
β β Template: Welcome β β
β βββββββββββββββββββββββ β
β β β
β β Γ’ΒΒ± Wait 2 days β
β Γ’βΒΌ β
β βββββββββββββββββββββββ β
β β Email 2: Overview β β
β β Subject: Features β β
β β Template: Product β β
β βββββββββββββββββββββββ β
β β β
β β Γ’ΒΒ± Wait 3 days β
β Γ’βΒΌ β
β βββββββββββββββββββββββ β
β β Email 3: Offer β β
β β Subject: 20% Off β β
β β Template: Promo β β
β βββββββββββββββββββββββ β
β β β
β Γ’βΒΌ β
β [END] β
β β
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Step 3: Configure Email Content
Email 1 Setup:
Subject Line: Welcome to !
Preview Text: Thanks for signing up,
Template: Select from library or create new
- Welcome Email Template
- Getting Started Template
- Custom Template
Personalization:
β Use contact first name
β Include company name
β Add custom fields
Step 4: Review and Launch
Pre-Launch Checklist:
Campaign Review:
Γ’Εβ Audience: 500 contacts selected
Γ’Εβ Sequence: 3 emails configured
Γ’Εβ Templates: All emails have content
Γ’Εβ Personalization: Variables validated
Γ’Εβ Schedule: Ready to launch
Γ’Εβ From Address: Verified and warmed
Γ’Εβ Deliverability: [Myths Checked](/guides/deliverability-myths-debunked)
[Preview Campaign] [Send Test Email] [Launch Campaign]
Step 5: Monitor Performance
Campaign Dashboard:
Campaign: Welcome Series
Status: Active | Started: Nov 25, 2025
Overall Performance:
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β Sent: 500 | Delivered: 485 (97%) β
β Opens: 242 (50%) | Clicks: 97 (20%) β
β Replies: 23 (4.7%) | Unsubscribes: 2 (0.4%) β
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Step Performance:
Email 1: 500 sent | 50% open | 20% click
Email 2: 350 sent | 45% open | 18% click
Email 3: 200 sent | 40% open | 15% click
Campaign Types
One-Time Broadcast
Send a single email to your entire list or segment:
Use Cases:
- Product announcements
- Newsletter broadcasts
- Event invitations
- Special promotions
Setup Time: 5 minutes
Best For: Time-sensitive announcements
Drip Campaign
Automated sequence delivered over time:
Use Cases:
- Welcome series (3-5 emails)
- Onboarding sequences (5-10 emails)
- Educational content series
- Lead nurturing campaigns
Setup Time: 15-30 minutes
Best For: Relationship building
Triggered Campaign
Event-based campaigns that start automatically:
Triggers:
- Contact signup
- Form submission
- Purchase completion
- Abandoned cart
- Custom events
Setup Time: 20-40 minutes
Best For: Behavioral automation
A/B Test Campaign
Compare variations to optimize performance:
Test Elements:
- Subject lines
- Email content
- Send times
- Sender names
Setup Time: 10-20 minutes
Best For: Performance optimization