Create a New Email Campaign

When you create an email campaign, you specify the details for the campaign, customize the email design, add recipients, and schedule the delivery. You can select your design from existing email campaign templates or start your design from scratch.

After you finish designing your email campaign, you can save your design as a template that you can use later.

To create a new email campaign

  1. From the left navigation bar, select Learning > Email Campaigns. The Email Campaigns page displays.
  2. Select Create Email Campaign. The Create Email Campaign workflow has four steps.
  3. Create email campaign workflow.

  4. After you describe your email campaign, you can:
    • Cancel: Closes the email campaign without saving changes.
    • Save as draft: Closes the new email campaign, saves your changes into a Draft status, and returns you to the Email Campaigns page. You can modify this campaign later.
    • Next: Design your email: Saves your current changes and takes you to the next step.
  5. After you design your email, you can:
    • Cancel: Closes the email campaign without saving changes.
    • Save as draft: Closes the new email campaign, saves your changes into a Draft status, and returns you to the Email Campaigns page. You can modify this campaign later.
    • Next: Add recipients and schedule: Saves your current changes and takes you to the next step.
  6. After you add recipients and schedule your email campaign, you can:
    • Cancel: Closes the email campaign without saving changes.
    • Save as draft: Closes the new email campaign, saves your changes into a Draft status, and returns you to the Email Campaigns page. You can modify this campaign later.
    • Next: Review and launch: Saves your current changes and takes you to the next step.
  7. Step 4: Review and launch. Review all your settings for this email campaign. Edit anything that looks amiss.

  8. When you are ready, select one of the following options:

    • Cancel: Closes the email campaign without saving changes.
    • Save as draft: Closes the new email campaign, saves your changes into a Draft status, and returns you to the Email Campaigns page. You can modify this campaign later.
    • Launch campaign: Prepares to launch the email campaign.
  9. Confirm you are ready to send your email campaign by selecting Launch email campaign. This action puts the email campaign in the queue to send at the specified date and time.