Quick Start Guide

    Launch an Email Campaign

    Create and send your first email broadcast.

    Launching a targeted email broadcast is one of the most effective ways to engage your audience, announce new products, or nurture leads. With Scotify Solutions, you can design beautiful, responsive emails and dispatch them directly to your Smart Lists without relying on external tools like Mailchimp.

    In this guide, we will walk you through building your first email campaign, selecting your audience, and hitting send.

    1. Creating Your Email Campaign

    Start by crafting the visual layout and content of your email broadcast.

    1

    Navigate to the Email Builder

    From your main left-hand sidebar, click on Marketing, then select Emails > Campaigns. Click the green + Create Campaign button.

    2

    Select a Template or Start Blank

    Choose from our library of pre-designed templates tailored for newsletters, promotions, or announcements, or select Blank Template to build from scratch.

    3

    Design Your Content

    Use the drag-and-drop editor to add text blocks, images, and buttons.

    Pro-Tip: Use Personalization Tokens (like {{contact.first_name}}) to automatically insert your recipient's name into the greeting.

    2. Scheduling and Dispatching

    Once your email looks perfect, it's time to select your audience and configure the delivery settings.

    1

    Configure Sender Details

    Click Send or Schedule. Enter your From Name, From Email (using your verified sending domain), and an engaging Subject Line.

    2

    Select Your Audience

    Choose who will receive this email. You can select specific contacts, filter by tags, or choose a dynamic Smart List (e.g., "All Active Customers").

    3

    Send Now or Schedule for Later

    Choose to dispatch the campaign immediately or select Schedule to pick a specific date and time for delivery. Click Send to finalize.

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