While building tinyEmail, our aim was to make creating and sending email campaigns as easy and intuitive as possible. Let me take you through that experience.
Entering the email campaign creation workflow
From your dashboard, click any Create campaign button (there are a few). The new email campaign workflow displays.
Selecting the campaign and design tool
On the next window, click Email campaign. SMS campaign is coming real soon.
Filling in the campaign details
This is where you add important campaign details.
Campaign name - A unique and descriptive name.
Subject - This is the subject line of your email.
Preview text - A short message that displays below the subject line in your subscriber's inbox.
Sender - The person sending this email. Read the guide on setting up sender identities for more details.
When you are done, click Save and Continue.
Selecting a design tool and template
Choose an email design tool—Drag & drop or Custom code. For this guide, we choose the Drag & drop option.
Next, select an email template or create one from scratch. We covered design details in a different article. Click here and here to learn more.
There are several template types.
Saved - Templates you have designed before and saved to your template library.
Staff picks - Our selection of the best templates in our library.
Branded - Templates tailored to your business based on your Brand Kit.
Basic - Powerful building blocks for any email design.
Library - A growing library of stunning pre-designed templates.
Designing your email
Use our drag-and-drop editor to add content blocks to your email. You can add interactive components, as well as visual and text elements. After you finish creating the template, click Continue.
Optionally, you can send a test message to see how it looks. Click here to learn more.
tinyEmail periodically saves your work. Click the clock icon beside your template name to see a version history and restore to any saved version.
Selecting an audience
Define the audience that will receive this campaign message. You can see your previously added audiences on this page. Select one of them and then click Continue or add a new audience. Click here to learn more about audiences.
Reviewing campaign details
This is what we call the launch Go/no go checklist. Review the campaign details and make final changes, if required. You can review all the critical parameters of your email campaign.
Details - Campaign name, date and time of the creation.
Sender - The person sending the email.
Design - The template and edits you made to your content.
Audience - who you are sending your campaign to
Auto-tracking - Where we automatically append UTM parameters to your campaign links and track campaign clicks.
Schedule - If the campaign is scheduled to be sent later, the future date and time of the send.
To schedule a send, click the Setup button on the Schedule row. You can also click the Send button and select Schedule.
Pick a date and time to send your campaign, and then click the Schedule button. This will turn the last checklist item on the screen green.
Confirming details
This page shows your campaign status if you choose to send it right away. If scheduled, the page shows the selected date and time.
If you schedule a campaign, you can edit the message before it is sent. Go to the side menu, click Campaigns, and then click the Scheduled tab.
Locate the scheduled campaign. Click the three-dot icon and then select Edit. The template opens in the editor.
That's it.
Now you know how to create and send (or schedule) a tinyEmail campaign.