Setting up a Campaign

Once your list(s) is made and you have contacts, it’s time to create an email campaign. You can create email campaigns to send your marketing messages to the subscribers who have given you permission to send them emails. You can automatically send the emails at once or at a scheduled time. This is as easy as choosing a template, add the content, design the template, select your audience group, and then send it off to your subscribers.

Things to do before you start and email campaign

  • You need to have subscribers in your contact lists. If you don’t have subscribers in your contact lists, import your contacts or grow your audience with a signup form on your webpage.
  • You have to set up your business settings before you send your first email campaign.

From your admin screen, go to Email Marketing > Campaigns, and then click the Create New Campaign button at the top right.`

Give a Title and click Continue.

Email Body

For information on how to add Styling and Body Content to an email, you can learn all about it here.

You can save the email by clicking on the Save button while editing the content. When you are done with the email body click on the Continue button. That will take you to the Email Subject and Settings Window.

Subject and Settings

This section focuses on the various components of your Email Subject and other settings.

Email Subject

In the Subject field, enter a subject line for your email. The subject plays a very important role in whether the email will be opened by a user or ignored.

A/B Testing

You can add multiple subjects for A/B testing. This will help you determine which subject is working best for your emails by checking the A/B test result.

Set Custom From Name and Email

Click the checkbox to set a custom ‘from name and email. If you don’t set it here, your global email setting will be used for sending the emails.

Add UTM Parameters to URLs

UTM parameters are simply five tags you can add to the end of a URL that lets you track performance. To learn more about UTM Parameters.

Click the checkbox to Add UTM Parameters For URLs: Campaign source, medium, and Campaign name required for the UTM parameter. You can also add Campaign Term and Content.

When you are done with all the fields of Subject & Settings, you can send a test email to your mailbox. Just click to the Send a test email and the email associated with your user account will receive a test email so you can check if everything is done right for your email campaign.

Click the Continue button and go to the next step to add the recipient to this email campaign.


You can add recipients by List and Tag, and by Dynamic Segments.

Add recipient by List and Tag
You can select one list and one tag from the dropdown. You can also exclude any list and tag from the campaign.

Add recipient By Dynamic Segment
You can also run the campaign by any of your dynamic segments. Once you are done, click Continue to the Review and Send step.

Review and Send

The email campaign has successfully been set up. Now you can review all your settings in this step and make any changes and edits.  If everything has been set up correctly, you can start the campaign right away or schedule the campaign by selecting the date and time.

Edit Recipients
You can exclude any user manually from the Edit Recipients option. They will not be deleted from your lists. They will only be excluded from the specific campaign.

Broadcast/Schedule Email Campaign

You can start broadcasting the emails right away or schedule a later date and time.

Red OnX servers are on Pacific Standard Time (PST). If you choose the Schedule the emails option, you will see the Current Server Time. If you are scheduling for any other time zone, you will need to make that adjustment relative to PST.

For example: You want to schedule an email send time of 8:00 am Eastern Standard Time (EST), you will need to schedule it for 5:00 am. 

TIP: If you want to send emails to different time zones, but want them to arrive at the same time of day in each time zone (8:00 am New York, 8:00 am Denver, and 8:00 am Los Angeles), create the campaign once and then duplicate it once for each time zone. Add the Time Zone or Location to the Title of the campaign so it’s easy to identify, and simply change the date or time to send.