How to Create and Send Your First Email Campaign

Creating and Sending Your First Email Campaign - A Step-by-Step Guide

1. Access the Email Campaign Section:
   • Begin by navigating to the marketing tab and selecting "Campaigns" from the left menu.
   • Click on the "Add/Create Campaign" button to start crafting your campaign.

   • Assign a name to your campaign (e.g., First Campaign) and proceed to the next step.

     
     

     2. Choosing Campaign Type:

   • Opt between a regular campaign or a split test. For most cases, a regular campaign is suitable.

   • In this guide, we'll focus on a regular campaign.

     
     

     3. Selecting a Template:

   • PatientBase offers various pre-designed templates. Choose one that matches your content's style.

   • Alternatively, you can design a custom template from scratch.

     
     

     4. Composing Your Email:

   • Enter your email content in the designated area.
   • Incorporate images or logos to enhance your message's visual appeal.

   • Utilize predefined blocks to add buttons, e-commerce elements, countdown timers, and more.

     
     

     5. Fine-Tuning and Saving:

   • Make adjustments to ensure your email content looks polished.

   • Optionally, save your design as a template for future use.

     
     

     6. Defining Recipients:

   • Select your desired subscriber list or segment. For this guide, we'll use the default list.

     
     

     7. Crafting the Subject Line:

   • Craft a compelling subject line for your email.

   • Personalize it with subscriber details if desired.

     
     

     8. Sender Information:

   • Verify your company name, address, and reply-to email.

   • Send yourself a test email to review the content's appearance.

     
     

     9. Domain Verification:

   • Ensure your domain is verified for effective email delivery.

   • Follow PatientBase's guidelines for domain verification.

     
     

     10. Scheduling and Sending:

   • Choose to send the email immediately or schedule it for a future date.

   • PatientBase provides options for date and time selections.

     
     

     11. Finalizing and Analytics:

   • Review your campaign details and schedule.

   • Once sent, monitor the campaign's open and click rates for in-depth insights.

     
     

Congratulations! You've successfully created and dispatched your first email campaign. PatientBase makes it easy to replicate campaigns, access analytics, and maintain organized email communication with your subscribers.

For further guidance on creating automation, segmenting your subscribers, and more, explore our additional tutorial videos. If you encounter any challenges during the process, don't hesitate to reach out to our support team. We're here to help you navigate through your email marketing journey.