Create an email campaign


Create a regular or automated email campaign.

The Email Experience Manager (EXM) guides you through the process of creating and sending your email campaigns. You do not have to follow the process, however, from start to finish. You can, for example, create an email campaign and then decide to edit the content and add recipients at a later stage.

In EXM, you can create a:

  • Regular email campaign – an email campaign with no predefined content or recipients. Choose this to create a new email campaign from scratch.

  • Automated email campaign – an email campaign that you can use, for example, in an engagement plan. Choose this to send an email campaign when a visitor triggers a goal or event on your website.


The following campaigns, which are automatically created when you create a new manager root, are marked as service messages by default: Automated notification, Subscription notification, Subscription confirmation, Unsubscribe notification, Dispatch completed notification.

To create a new email campaign:

  1. In EXM, click Create and select the type of email campaign you want to build.

    Create campaign 34 and 90+.png


    In a multisite solution, there can be several available EXM manager roots. For example, you might have a manager root for different markets, such as APAC or EMEA. If you have access to more than one manager root, you can switch between them from the drop-down menu in the upper-left corner of the EXM dashboard.

  2. In the Regular email campaign window or the Automated email campaign window, in the Templates section, click the template you want to base your email campaign on.

    By default, EXM contains a number of predefined templates and import options.

    Create campaign 34 and 91.png
  3. In the Name field, enter a name for the campaign and click Create.

    The email campaign opens.

  4. On the General tab, in the General information section and the Sender details section, edit the relevant fields.

    • To change the location of the email campaign, in the Location field, click Browse Browse.png and, in the Specify location dialog box, navigate to the relevant location, and click OK.

    • To associate the email campaign with a campaign, in the Campaign group field, click Browse Browse.png and, in the Select campaign group dialog box, navigate to the relevant campaign and click OK. By default, there is no campaign associated with your email campaign.

  5. If you are creating a regular email campaign, on the Recipients tab, select the recipient include and exclude lists.

  6. On the Message tab, edit the content and layout.

  7. On the Review tab, enter the email address to which you want to send a quick test of the email campaign.

  8. On the Delivery tab, in the Schedule Delivery section, send, schedule, or activate an email campaign.


To display all Delivery settings, click the More hyperlink at the bottom left of the Delivery Options section.