Setting Up Your Campaign

In this article

Once you create a campaign, you will be presented with the Campaign Creator screen which looks like the screenshot below. The main section of this screen are highlighted in the screenshot and explained below.

The steps to setup and customize your campaign are as follows:

Your campaign name

Enter a name for your campaign where the placeholder text "Your campaign name..." appears.

The campaign name is only used internally and is not displayed to the recipients of the email.

Note: The campaign name is the minimum information that you need to fill in order to be able to save a draft of your campaign.

Email Builder

This portion is where you actually build the content of your email. In here, you have the following options:

  1. Use a template
    Click the Use a template tab if you want to load an existing template or campaign.

  2. Email Settings
    Click the Email Settings tab to customize visual elements of your email, e.g. the email background colour, content background colour, content border style, etc.

  3. Import HTML
    Click this to import your own HTML code and load it in the email builder.
  4. Add content
    Click on the green Add content button to build your email from scratch by using the GEVME email widgets. The GEVME email widgets appear when you click on Add content and are shown below.

    Note: For more detailed information on how to use the email builder, see the article Using the Email Builder.
Campaign Settings

These are the different options under Campaign Settings

  1. From
    This is the name and email which will appear in the "From:" field when the recipient(s) receive your email. There are 2 options in the dropdown for the From value:
    1. The first option is the name and email as set in the organizer profile. For more information on the organizer profile, see the section Organizer under the article Creating and Setting Up a New Event.
    2. The second option is the name and email of the logged-in GEVME user.

      Note: Only whitelisted email domains will show in the "From:" field when the participant receives your email. If your email domain is not whitelisted by GEVME, the generic GEVME email address will show as being the "From:" email instead. As an example based on the above image, if the user chooses The Event Box <> as the From name and email, and is not a whitelisted email domain, then when the participant receives the email, it will appear as From: The Event Box <>.

      To learn more about whitelisting your email domain, get in touch with us through the chat support messaging system in GEVME:

  2. Reply-To
    This is the email which appears in the "To:" field when the participant replies to your email.
  3. Subject
    This is the subject of your email.
  4. Lists
    This is the list(s) to which the campaign will be sent. Click on Add lists to select one or more lists.
  5. Individuals
    If you want to send the campaign to individual email addresses as well, enter them here. Note, however, that personalisation will not work for individual email addresses entered here.
  6. Exclusion
    If you want to exclude some recipients, choose the corresponding list which contain them here. For example, if you choose List A as your recipient list and List A contains Joe, Peter and Sally, and you choose List B as the exclusion list, and List B contains Sally and Jen, then Sally will be excluded from the recipients and will not receive the email (Jen also of course will not receive the email, as she is not on the recipient list).

Under Attachments you have the possibility to attach files to your campaign. Click on the Attach File button to attach the files that you want.

The restrictions for the file attachments are as follows:

  1. Maximum number of 10 attachments per campaign.
  2. Maximum file size of 2 MB per attachment.
Sending/Scheduling Your Campaign

The last step is to send or schedule your campaign. For detailed explanations of this step, see the article Sending/Scheduling Your Campaign.