📧 Creating 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

📄 Step-by-Step Guide

  1. From your Email Campaigns list click Create New Email.


  2. Once the Campaign builder has opened, expand the Name & Project Selection section and enter a name for your campaign in the Campaign Name area & select at least one Project to relate this campaign to.


  3. Expand the Recipient Details section and tag any relevant Event Issues for the corresponding Event record which we will create when this campaign is sent.


  4. 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 from, when your campaign is sent each recipient tagged on your included distribution lists will be sent the campaign.


    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.


  5. 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


  6. Finally, expand the Content & Design section, we recommend at this stage if you haven't already that you Save your campaign before jumping into the builder.

    Then, to start building your email content, click Add Email Content.

    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.

  7. After you have finished creating your email content, we recommend you Save your campaign once more, following which you are now ready to send! 🎉

✅ We validate all required details on your campaign so you won't be able to send until you have a green checkmark in each details 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: