How to Create a Quick Campaign

01:47 mins
B

Bianca

Updated on Apr 21, 2025

How to Create and Launch a Quick Campaign

In this guide, we'll walk you through the steps to create and customize a marketing email campaign using automation tools.

Step 1: Access the Marketing Section

  • In the navigation bar, click on Marketing.

  • Under Campaigns, select the Quick Campaigns icon.

Step 2: Set Up Your Campaign

  • In the Quick Campaign pop-up, choose the brand kit you want to use.

  • Fill in the What are you looking to promote? field with the campaign name.

  • Pick the segment you want to proceed with.

  • If you need inspiration, choose Need some ideas.

  • Once satisfied, click the Create button at the bottom.

Step 3: Edit Your Campaign

  • Edit the Header and Description fields.

  • To add a call to action, select the Add button.

  • Select the Edit icon next to the button to customize it.

  • In the pop-up, type the name of the button text field.

  • Once completed, select the Save button.

Step 4: Configure Email Details

  • In the email editor, click the From drop-down to select the correct send email address.

  • Next, click the To drop-down to update/select the segment.

  • Send yourself a preview by selecting the Send Preview button.

  • When a pop-up appears, select Send Preview to forward the email.

  • Once completed, close the window by selecting the X.

Step 5: Start the Automation

  • When you select the Automation button, a calendar will be displayed.

  • Pick the day you want the automation to start.

  • Click the Start Now button at the bottom.

  • In the pop-up, confirm by clicking Yes to start the automation.

Congratulations! You've successfully created and customized your marketing email campaign with automation.