Email Step 2: Setup

The first step of creating an email is giving it an internal Email Reference Name. This will be used by you and other campaign managers to distinguish between all of your emails so make sure it is unique.

The next step, while not required, allows you to provide some further details on this specific email. Again this is only used internally by you and your team.


What Type of Email is This? -- The first step is to choose what type of email you are sending. By default your account will have a Newsletter and Fundraising message topic. You can also create additional message topics in your account settings. Selecting an email category will help you analyze how your different campaigns perform.


Hit the Next: Choose this Email’s Audience button to move onto the next step of sending an email -- choosing who you are sending to.


Step 3: Choosing the targets of your email

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