How to create an email campaign step by step

Step 1: Get the Marketing add on

Marketing email is part of the Marketing add on for Pro users. It is invite only right now. Contact us and we will turn it on for your account.

Step 2: Add your contacts and groups

Open Contacts in the console. Add each person with a name and email address. Make groups, like Customers or Newsletter, and put contacts into them.

Step 3: Design your email

Open Emails and create a new email design. Drag in a header, text, pictures and buttons. Keep one clear button for the main thing you want people to do.

Step 4: Create the campaign

Open Marketing email and start a new campaign. Pick your design, write a short and clear subject line, and choose who gets it: all contacts, some groups, or only the people you tick.

Step 5: Send now or schedule

Press send now, or pick a date and time in UTC. Emails are sent from marketing.anselforms.com with your brand name, and replies go to your own email.

Step 6: Track your results

The campaign list shows how many emails were sent, opened and clicked, and how many were skipped. Use these numbers to make your next email campaign even better.