Travel Marketing Systems Helpdesk

1. Click Campaigns.
2. Click Create new campaign (or if you haven't created one before, Get Started).
3. On the next page, you have the option between a "Regular" campaign and an A/B test. By default, "Regular" will be selected.
4. Fill out the details on the page, making sure to choose a good "From" name. You can use personalization in the subject line or "From" fields. With the preheader text, you can summarize or provide a teaser to the email in the inbox preview.
5. When finished, click Next to choose a starting point for your email design.

Choose a starting point

There are a few different ways you can create your email campaign:

• Choose a design — Select one of our ready-to-go email builder designs and customize it to suit your brand. When you're done, you can save the email as a template to use again next time.
• Use a custom HTML template — You can import a custom coded template to use, however this has to be done before you create a campaign. When it's uploaded you'll be able to select it from My templates in the left sidebar. 
• Import HTML — If you already have a complete HTML email, designed externally and ready to send, you can import it from your computer or the web by selecting Import HTML in the left sidebar.
• Plain text — Text-only emails are another option. Select Plain text in the left sidebar to create one. Please note that only basic reporting is available for plain text emails.

When your campaign content is ready, click Define recipients.

Choose your recipients

If you've already set up one or more subscriber lists, they will be available under Current lists.

If a list has segments, you can send specifically to them by clicking the arrow next to the list name, then selecting the appropriate segments. Premier plan customers will also see engagement segments here.

If there are no lists you'll be prompted to add new subscribers by typing them in or importing a file. You can also create a new subscriber list on the spot by clicking Import new. Adding subscribers like this will automatically create a new list for you, and will be saved in Lists & subscribers as List Imported for [Campaign Name]. You can change the list name and type later. Click Next when you're done.

At this point, if you have imported a number of subscribers, you may see a system message prompting you to start the approval process. This is an important part of maintaining our deliverability ratings. If you don't see the message it means you don't need approval to send to the number of subscribers you've selected.

Review the campaign snapshot

To double-check everything you've set up so far, we summarize it for you in a campaign snapshot. To change something just click the Edit buttons to the right of each section.

It's a good idea while you're here to check the plain text version of your email, because what looks great as HTML might need adjusting for text only.

When you're done, click Send a test. Alternatively to skip the test, you can click Schedule delivery.

Test your campaign

A crucial part of any email campaign is testing. We offer a variety of tests so you can send the campaign to yourself or colleagues for proofreading, and make sure everything looks as expected. Read more about our email test options.

Click Next or return to snapshot to continue.

Send now or schedule for later

You can choose to either send the campaign now, optimize the send time, or schedule it to send later.

If you're sending to five people or less, click Send campaign now or Schedule this campaign to start the sending process.

For sending to more than five people, depending on your payment plan you may see Pay for this campaign or Add or confirm payment details instead. Follow the on-screen instructions to add your payment details to be able to send the campaign.

Duplicate campaigns

Duplicating a draft or sent campaign is handy if you need to send the same campaign to different groups of subscribers, or if you only want to make small tweaks for your new campaign.

You can also create new campaigns from recent emails.

To make a copy of an email campaign:

1. Click Clients in the top navigation, then select the relevant client.
2. Click Campaigns, and then choose either Drafts or Sent campaigns from the left hand menu.
3. Click the three-dot icon for the campaign you want to duplicate, then choose Duplicate from the menu that appears.

The duplicate will be added to your list of drafts with (copy) added to the end of the campaign name. If you make more duplicates they will be called copy 2, copy 3, and so on.

After you have created a duplicate, click on the campaign name or thumbnail to open the campaign snapshot. If you need, click the Edit buttons or links to the right of each section to change the campaign and sender details, the campaign content, or recipients for the new version of the campaign.

To make changes to the plain text version of your campaign content, click the Edit link in the "Content" section, as highlighted in the image above.

Delete campaigns

To delete a campaign:

1. Click Clients in the top navigation, then select the relevant client.
2. Click Campaigns, and then choose either Drafts or Sent campaigns from the left hand menu.
3. Select the three-dot icon for the campaign you want to duplicate, then choose Delete from the menu that appears.

For those doing cleanup, multiple campaigns can be deleted simultaneously:

1. For each campaign you wish to delete, select the checkbox which appears as you over over it. You can also use shift+click to select a range of campaigns.
2. Choose Delete from the action menu which appears at the top of the table.
3. Click "Yes, delete" in the confirmation box.