Creating Campaigns

Campaigns let you add promotional banners to your email signatures. Use them to promote products, events, content, or special offers through every email your team sends.

What is a Campaign?

A campaign is a promotional banner that appears in email signatures. Each campaign includes:

• Banner image: Visual design that catches attention
• Link destination: Where clicks are directed
• Assignment rules: Which signatures display the banner
• Tracking: Views and clicks are automatically recorded

Creating a Campaign

Step 1: Navigate to Campaigns

1. Click Campaigns in the sidebar
2. Click the Add Campaign button

Step 2: Enter Campaign Details

Fill in the basic information:

• Campaign Name: Internal name for organization (e.g., "Q1 Product Launch")
• Description: Optional notes about the campaign purpose
• Link URL: Where users go when they click the banner
• Status: Active or Inactive

Step 3: Design Your Banner

You have two options for creating your banner:

Option A: Use a Preset Design

1. Click Choose Template
2. Browse the 10+ preset banner designs
3. Select one that fits your campaign
4. Customize text and colors

Option B: Create Custom Banner

1. Click Create Custom
2. Use the banner designer to build from scratch
3. Add text, images, shapes, and more

See Campaign Banners for detailed design instructions.

Step 4: Assign to Signatures

Choose where this campaign appears:

All Signatures

• Campaign shows on every signature in your organization

Specific Groups

• Select one or more groups
• Only signatures in those groups display the campaign

Specific Signatures

• Hand-pick individual signatures
• Useful for executive or sales team campaigns

Step 5: Save and Activate

1. Review the preview
2. Click Create Campaign
3. Toggle Active to start showing the banner

Managing Campaigns

Viewing Campaigns

The Campaigns page shows all your campaigns with:

• Campaign name and status
• Preview thumbnail
• View and click counts
• Assignment information

Editing a Campaign

1. Click on a campaign to open it
2. Modify any settings
3. Click Save Changes

Changing Campaign Status

Toggle campaigns on and off:

• Active: Banner displays in assigned signatures
• Inactive: Banner hidden, tracking paused

Deleting a Campaign

1. Open the campaign
2. Click the delete option
3. Confirm deletion

Campaign Ideas

Need inspiration? Visit the Campaign Ideas page:

1. Go to Campaigns in the sidebar
2. Click Ideas tab
3. Browse AI-generated campaign suggestions

Ideas are tailored based on your industry and common marketing patterns.

Best Practices

Keep Banners Compact

• Recommended size: 600px wide x 100px tall
• Larger banners may not display well in all email clients

Use Clear Calls-to-Action

• Tell recipients what to do: "Learn More", "Register Now", "Get 20% Off"
• Make the action obvious

Rotate Campaigns Regularly

• Fresh content keeps recipients engaged
• Run campaigns for 2-4 weeks, then refresh

Track Performance

• Monitor clicks in the analytics dashboard
• Compare campaigns to find what works
• Iterate based on data

Plan Ahead

• Create campaigns before you need them
• Schedule around product launches, events, and seasons

Common Issues

Banner Not Appearing

1. Check the campaign is set to Active
2. Verify signatures are correctly assigned
3. Confirm the signature template includes a campaign block

Wrong Banner Showing

1. Check assignment rules
2. A signature might be assigned to multiple campaigns
3. Review group memberships

Clicks Not Tracking

1. Ensure the link URL is valid
2. Check if tracking is enabled
3. Allow time for data to populate

Next Steps

• Design campaign banners
• Track campaign performance
• Organize signatures with groups