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How to create an Email Campaign

This guide will help you in setting up your first email campaign in Consultation Manager, walking you through how to start the creation process, populating required sending details & getting your campaign ready for sending!

Required System Role: Standard User

Required Team Role: Editor and Comms Contributor

How to create an Email Campaign

  1. Select Communications > Email. Zight 2025-9-25 at 2.39.57 pm

  2. Select Create New Email. Zight 2025-9-25 at 2.35.47 pm

  3. Add a Campaign Name and select at least one Project to relate this campaign.  Zight 2025-9-25 at 2.37.59 pm

  4. Select Create. Zight 2025-9-25 at 2.41.49 pm

  5. Expand the Recipient Details section and tick any relevant Event Topics for the corresponding Event record which will be created when this campaign is sent, then select Update. Zight 2025-9-25 at 2.43.16 pm

  6. Next, you will need to select which sending method you would like to use for distributing this campaign (you can only choose one):

    1. Distribution List - Select one or multiple Distribution Lists you would like to send the Email Campaign to, each recipient tagged on your included Distribution Lists will be sent the campaign. Zight 2025-9-25 at 2.46.33 pm

    2. Create Custom Distribution List - Alternatively, you can select Create Custom Distribution List to open our manual recipient list builder to create a tailored list for this campaign via our traditional Search. A guide on using the Custom Distribution List builder can be viewed here. Zight 2025-9-25 at 2.50.54 pm

  7. You can also add internal Users to be copied into the Email Campaign once sent. Zight 2025-9-25 at 2.54.15 pm

  8. Once you have selected your sending method, expand the Sending Details section, from here you can enter a relevant Subject Line & Sending Name (The Sending Name can be your Organisations name) for your campaign alongside selecting whether to send from the consultationmanger.com domain or via your custom domain. Detailed on how to configure sending from your domain are available here. Zight 2025-9-25 at 2.57.47 pm

  9. Select Save. Zight 2025-9-25 at 2.59.53 pm

  10. Finally, expand the Content & Design section. Then, to start building your email content, click Add Email Content. Zight 2025-9-25 at 3.01.02 pm
  11. We've got a separate guide which can be viewed here that covers all the different tools available to create your email in our content builder.

  12. After you have finished creating your email content, select Save. Zight 2025-9-25 at 3.07.31 pm

We validate all required details on your Email Campaign so you won't be able to send until you have a green checkmark in each section.

 

Next Steps

Now that your campaign has been created and saved, we've created a couple of additional resources to cover the next steps:

 

Last Modified: 25/09/2025