Learn how to create and manage email campaigns for effective communication. This guide shows you how to set up and optimize your email outreach.

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🎥 Video walkthrough

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Step-by-step guide

Follow these steps to create an email campaign:

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1. Define campaign details

Click Create Campaign to open the setup form and enter the required details:
  • Campaign Name: (e.g., “Product Launch Email Campaign”)
  • Business Goal: (e.g., “Increase sales for new product”)
Example interface: Email Campaign

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2. Configure touch points

Set up the touchpoints for your campaign:
  • Touch Point Name: Name the email step.
  • Type: Select “Email” as the mode of communication.
  • AI Agent: Choose an AI-powered assistant.
Email Campaign Touchpoint

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3. Set scheduling & execution

Configure the execution settings:
  • Schedule Date: Choose when the emails will be sent out.
  • Execution Days: Select the active days for sending emails.
  • Time Window: Define the time window for sending emails (e.g., 9 AM - 6 PM).
  • Delay Between Emails: Set time gaps between individual email sends to avoid spam filters.
Email Campaign Scheduling

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4. Select customers

Choose the customers for your campaign:
  • Select Data: Choose from your list of available email addresses and customer data.
  • Select Customers: Filter or choose the customers you want to target.
Email Campaign Customers

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5. Configure email content

Set up the email content for your campaign:
  • Email Subject: Choose the subject line for your emails.
  • Email Body: Write or select the body content for your emails.
  • Attachments: Optionally, add any attachments to the emails.
Email Campaign Content

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6. Finalize & launch campaign

Review your settings and finalize the campaign:
  • Preview Emails: Review a sample email to ensure correctness.
  • Submit Campaign: Click Create to launch your email campaign.
Email Campaign Launch

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Email campaigns interface

The interface displays all created email campaigns with their details, including options to view status and delete campaigns as needed.
Campaign NameBusiness GoalStatusDelete
Product Launch EmailIncrease salesINITIATED[Delete]
Monthly NewsletterBoost engagementINITIATED[Delete]

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Managing email campaigns

  • Initiated Campaigns: Active campaigns with ongoing email sends.
  • Deleting a Campaign: Click Delete next to a campaign name to remove it.
By using the Email Campaigns interface, you can automate your email outreach and enhance customer engagement. ✉️