Touring Email Marketing

⏱️ 4-6 min

Find the Campaigns, Templates, Snippets, and Statistics areas, and tell a campaign from a template.

Where it lives

The key areas of Emails

Click Search at the top of your screen and type Email Builder, then open it. You can also find it in your menu, but menus can be renamed, so search is the sure way. Click a tab to see what each area is for.

Every email you send out

A list with one campaign per row. Each row has a status, which is a label showing where that email is in its life.

  • Look for labels like Draft, Sent, Failed, and Archived
  • The three dots on a row open that campaign's toolbox
  • Folders at the top keep the list tidy

Reusable starting layouts

A template is like a blank letterhead with your logo and colors already on it. Build it once and reuse it again and again.

  • The template is the mold
  • Changing a campaign never changes its template

Folders inside folders

Both tabs let you make folders, and you can put folders inside folders. That is called nested folders.

  • Click New Folder, name it, and save
  • Use the three dots, then Move to Folder, to file something
  • Try one folder per year with a folder per month inside

Two more spots to know

Snippets are saved bits of text you can reuse, like a signature. Statistics is where open, click, and bounce numbers show up after you send.

  • Look for Snippets and Statistics on the Emails screen
  • Statistics stays empty until you send
Why it matters

When to use a campaign

A campaign is one email, written once, sent to many people at the same time.

📣

Big news

A sale, a new class, or an event reminder belongs in front of your whole group.

🗓️

Regular updates

A monthly update goes out the same way every time, so a template saves you work.

💬

Not a campaign

Answering one person's question is a one-to-one message, not a broadcast.

Key terms

Definitions

Tap any term to expand it.

One email you write once and send to many people at the same time.
A reusable starting layout you build campaigns from.
A label on a campaign that shows where it is in its life.
Folders placed inside other folders to keep things organized.
Help me do it

Things To Do

Finish these before moving to the next lesson. They only take a few minutes.

0 of 3 done

⚡ Tips

  • A template is the mold and a campaign is the cookie. Edit the cookie freely.
  • Status labels can differ a little by account, so read what your list shows.
  • Name folders by year and month so you can find old emails fast.
  • Statistics will look empty at first. That is normal until you send.
Check yourself

Quick Knowledge Check

Answer a few quick questions to lock in what you just learned. Miss one and we'll show you the right answer.

0 of 4 answered

Which one is the actual email you send to your contacts?

True or false: changing a campaign also changes the template it came from.

What do nested folders let you do?

Each campaign in the list has a ____ that shows if it is Draft or Sent.

Help me apply it

Try This With Your Favorite AI

Copy a prompt below and paste it into ChatGPT, Claude, Gemini, or whatever AI tool you use. Fill in the bracketed details and it'll help you write your own version for your business.

🗂️ Plan my folder setup

You are an email organization helper helping me set up folders for my emails. My context: - [what kinds of emails I send] - [how many emails I send each month] - [who else uses my account] Give me: - A nested folder layout for my Campaigns tab - A matching layout for my Templates tab - Three naming rules that keep it tidy Keep names short and use year then month. Finish by asking me: "Do I want one setup for both tabs or two different ones?"

🔍 Campaign or one-to-one?

You are a clear-thinking email advisor helping me sort my messages. My context: - [a list of messages I send often] - [who receives each one] - [how often each one goes out] Give me: - Which ones should be campaigns and which should be one-to-one messages - One sentence of reasoning for each - The two that deserve a template first Keep the answer as a short table. Finish by asking me: "Is there a message on my list that I am unsure about?"

You now know where everything lives, and that is half the battle. Go make those two folders, then come back and build your first campaign.