Create a campaign

An email campaign is one email sent to a group of contacts. You build it in four steps: Setup, Design, Audience and Review. MailGraf saves the draft as you go.

In the top bar, click any step to move to it, forwards or back. Whatever is still missing shows on the Review step. Settings there holds A/B testing, open tracking and UTM parameters.

Set the subject and sender

On Campaigns, click New campaign. A window asks for a name, with a dated one already selected. Type yours and click Continue to setup. To rename it, click the name in the top bar.

Subject and preview text holds two required fields. Pick a field from Insert personalisation and a small card opens: type the text for contacts without that value and click Save. With “Hi” before the First name tag and “there” as the text, contacts without a first name see “Hi there”; click the tag to change it later. With GrafAI on, Suggest both offers ideas for both fields; before the email has a design, it asks for a short brief: Get subject line and preview text ideas.

Sender and language opens with the details you used last. Click Change to edit them. Email language is the language of the footer links and the unsubscribe page. For an email going to Turkish readers, choose Turkish here.

Inbox preview and Subject and preview checks are on the right. Click Continue to design. Once the email has a design, MailGraf checks which language it is written in. If that differs from the email language, MailGraf switches the email language and shows a short notice; the footer links follow. Click Undo in the notice to go back; the checks then keep a warning with a button such as Set email language to Turkish.

Design the email

1. Choose a starting point

   With GrafAI on, Create with GrafAI is at the top. Below it are Drag and drop editor, Import HTML and Import from Canva, then Starter layouts and Your templates.

2. Finish the design and continue

   In the editor, click Done to return. The design card shows Change template and Edit design, or Edit code for an HTML email. Continue to audience works once the email has a design.

In the editor, click the footer row and the Footer panel on the left also shows Email language; it is the same setting as in Setup. See Create an email with GrafAI and Import an email from Canva.

Choose the audience

Choose All active contacts, Lists, Segments or Tags. Lists, segments and tags open a searchable list in the card, and you can tick several.

Turn on Exclude specific recipients to leave out a list, segment or tag. Unsubscribed and blocked contacts are always excluded. Sending frequency and recipient limit adds a frequency cap, a 24-hour gap or a recipient limit. Estimated recipients shows the final count.

Review and send

The Almost ready box lists anything missing, each with a Fix link. Before you can send lists account blockers, such as a missing sending domain.

The summary card has Edit links and Send a test. Under When should this send?, choose Send now or Schedule. Send safeguards holds Quiet hours and Sending waves.

Click Send campaign and confirm. A 15-second countdown follows, and Stop keeps the campaign as a draft. See Send a test email and Schedule a campaign.