> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mailgreet.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a Campaign

> Step-by-step guide to creating and sending email campaigns in MailGreet

# Creating a Campaign

This guide walks you through the complete process of creating, designing, and sending an email campaign in MailGreet.

<img className="rounded-lg shadow-md my-4" src="https://mintcdn.com/mailgreet/Q95AuGTadCQpmKOQ/images/screenshots/campaigns.png?fit=max&auto=format&n=Q95AuGTadCQpmKOQ&q=85&s=e9b5a7414fcf1703bcdeef9a1df753a9" alt="Campaigns Page" width="2560" height="1050" data-path="images/screenshots/campaigns.png" />

***

## Campaign Creation Workflow

<Steps>
  <Step title="Start Your Campaign">
    1. Navigate to **Campaigns** in the sidebar
    2. Click the **Create Campaign** button
    3. Enter a meaningful campaign name (for internal reference)
    4. Choose your campaign type (Regular is most common)
  </Step>

  <Step title="Choose Recipients">
    Select who will receive your email:

    * **All Subscribers**: Send to everyone
    * **Specific Groups**: Target particular subscriber groups
    * **Segments**: Use dynamic segments based on behavior or attributes
    * **Exclude Groups**: Prevent certain groups from receiving

    <Tip>
      Always check the estimated recipient count before proceeding.
    </Tip>
  </Step>

  <Step title="Select a Template">
    Choose how you want to create your email:

    | Option                 | Best For                           |
    | ---------------------- | ---------------------------------- |
    | **Recent Templates**   | Reusing designs you've used before |
    | **Saved Templates**    | Your custom branded templates      |
    | **Gallery Templates**  | Pre-designed professional layouts  |
    | **HTML Upload**        | Importing from design tools        |
    | **Block Builder**      | Visual drag-and-drop creation      |
    | **Start from Scratch** | Complete creative freedom          |
  </Step>

  <Step title="Design Your Email">
    Use the editor to customize your content:

    <AccordionGroup>
      <Accordion title="Content Blocks">
        * **Text**: Headlines, paragraphs, lists
        * **Image**: Upload or select from library
        * **Button**: Call-to-action buttons
        * **Social Links**: Social media icons
        * **Divider**: Horizontal separators
        * **Video**: Video thumbnails with play button
        * **Custom HTML**: Advanced custom code
      </Accordion>

      <Accordion title="Design Tips">
        * Keep your branding consistent with logo and colors
        * Use clear visual hierarchy with headings
        * Keep paragraphs short and scannable
        * Make CTAs stand out with contrasting colors
        * Always preview on mobile devices
      </Accordion>
    </AccordionGroup>
  </Step>

  <Step title="Configure Settings">
    Set up your campaign details:

    **Essential Settings:**

    * **Subject Line**: Aim for 30-50 characters, make it compelling
    * **Preview Text**: The snippet shown in inbox previews
    * **From Name**: Your brand or personal name
    * **From Email**: Your verified sender address
    * **Reply-To**: Where replies should go

    **Optional Settings:**

    * Enable/disable open and click tracking
    * Add Google Analytics tracking parameters
    * Configure social media preview cards
  </Step>

  <Step title="Test Before Sending">
    <Warning>
      Always test your campaign before sending to your full list!
    </Warning>

    Click **Preview & Test** to:

    * Send test emails to yourself and team members
    * Check formatting on desktop and mobile
    * Verify all links work correctly
    * Confirm personalization tags render properly
    * Run spam score checks
  </Step>

  <Step title="Send or Schedule">
    Choose your delivery method:

    * **Send Now**: Immediate delivery
    * **Schedule**: Set specific date and time
    * **Time Zone Optimization**: Send based on recipient's local time
    * **Smart Send**: Optimal timing based on engagement data
  </Step>
</Steps>

***

## Campaign Analytics

After sending, monitor your campaign's performance:

<CardGroup cols={2}>
  <Card title="Open Rate" icon="envelope-open">
    Percentage of recipients who opened your email. Industry average: 15-25%
  </Card>

  <Card title="Click Rate" icon="mouse-pointer">
    Percentage of recipients who clicked links. Industry average: 2-5%
  </Card>

  <Card title="Bounce Rate" icon="triangle-exclamation">
    Failed deliveries. Keep under 2% for good deliverability
  </Card>

  <Card title="Unsubscribe Rate" icon="user-minus">
    Opt-outs from this campaign. Normal range: 0.1-0.5%
  </Card>
</CardGroup>

### Advanced Analytics Features

* **Click Map**: Visual heatmap of which links get the most clicks
* **Device Breakdown**: Desktop vs. mobile open statistics
* **Location Data**: Geographic distribution of engagement
* **Time Analysis**: When emails were opened
* **Engagement Timeline**: Activity patterns over time

***

## Campaign Status Guide

| Status        | Description                             |
| ------------- | --------------------------------------- |
| **Draft**     | Campaign is being created, not yet sent |
| **Scheduled** | Set to send at a future date/time       |
| **Sending**   | Currently being delivered to recipients |
| **Sent**      | Completely delivered to all recipients  |
| **Paused**    | Scheduled campaign put on hold          |

***

## Best Practices

<AccordionGroup>
  <Accordion title="Subject Line Optimization" icon="envelope">
    * Keep under 50 characters for mobile visibility
    * Avoid ALL CAPS and excessive punctuation (!!!)
    * Use personalization like `{$first_name}` when relevant
    * Create urgency or curiosity without being clickbait
    * A/B test different approaches regularly
  </Accordion>

  <Accordion title="Email Content Tips" icon="file-lines">
    * Write in a conversational, friendly tone
    * Focus on benefits, not just features
    * Include ONE clear call-to-action per email
    * Break content into scannable sections
    * Use bullet points for easy reading
    * Balance text and images (60% text, 40% images)
  </Accordion>

  <Accordion title="Send Time Optimization" icon="clock">
    * Tuesday, Wednesday, Thursday have highest engagement
    * Mid-morning (10am) and mid-afternoon (2pm) perform well
    * Consider your audience's work schedule and habits
    * Test different times and track results
    * Use timezone optimization for global audiences
  </Accordion>

  <Accordion title="Deliverability Tips" icon="inbox">
    * Maintain permission-based subscriber lists only
    * Remove inactive subscribers regularly
    * Avoid spam trigger words in subject and content
    * Verify your sending domain (SPF, DKIM, DMARC)
    * Keep bounce rates under 2%
    * Send consistently to build sender reputation
  </Accordion>
</AccordionGroup>

***

## Troubleshooting Common Issues

<Tabs>
  <Tab title="Low Open Rates">
    **Possible causes:**

    * Subject line not compelling enough
    * Sender reputation issues
    * Emails landing in spam
    * Sending at wrong times
    * Inactive subscribers on list

    **Solutions:**

    * A/B test subject lines
    * Verify your domain
    * Clean your subscriber list
    * Test different send times
  </Tab>

  <Tab title="Low Click Rates">
    **Possible causes:**

    * Weak call-to-action
    * Content not relevant to audience
    * Poor design and readability
    * Too many links competing for attention

    **Solutions:**

    * Use clear, action-oriented CTAs
    * Segment for more relevant content
    * Improve visual hierarchy
    * Focus on one primary action per email
  </Tab>

  <Tab title="High Unsubscribes">
    **Possible causes:**

    * Sending too frequently
    * Content not matching expectations
    * Wrong audience targeting
    * No value provided

    **Solutions:**

    * Reduce sending frequency
    * Survey unsubscribers for feedback
    * Better segment your audience
    * Focus on providing genuine value
  </Tab>
</Tabs>

***

## Next Steps

<CardGroup cols={2}>
  <Card title="Campaign Reports" icon="chart-bar" href="/campaign-reports">
    Learn to analyze and act on your campaign data
  </Card>

  <Card title="A/B Testing" icon="flask" href="/testing-campaigns">
    Optimize your campaigns with split testing
  </Card>

  <Card title="Scheduling" icon="calendar" href="/scheduling">
    Master campaign scheduling and automation
  </Card>

  <Card title="Templates" icon="palette" href="/pre-built-templates">
    Create reusable email templates
  </Card>
</CardGroup>