Improved Email Campaign Flow and Campaign Summary Page

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Introducing streamlined email campaigns with direct creation, clear warnings, and a better preview

TABLE OF CONTENTS

What’s New?

  • Start Campaigns Directly from the Template Library

  • Checklist for missing or incorrect fields, so you can quickly resolve any issues before sending.

  • Improved UI of send or schedule screen: See your email design while composing the subject line and preview text for a smoother workflow.

How to Use It:

  • Go to Email Marketing -> Campaigns.

  • Click New -> Email Marketing Templates.

  • Choose a template and click Continue.

  • Design your email, then click Send or Schedule.

  • Enter key details like subject line, sender info, etc.

  • Preview your email on the right, hover to edit if needed.

  • Check for warnings in Required Fields, then click Confirm & Send.

Note:

As of now the checklist only provides information on the mandatory fields and errors in custom fields. We will expand this to provide email limit warnings, content issues etc.

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