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How to create and edit campaigns

Gmelius Updated by Gmelius

Plan: Growth & Above

Gmelius campaigns let you quickly send personalized emails to entire contact lists, at the date and time of your choosing.

The creation of a campaign follows a straightforward 3-step process.

πŸ‘‰To create a new campaign, follow this link https://gmelius.io/automation/campaigns/create

Step 1. Import data

  1. Name your campaign, upload your contacts list in a CSV file and click on continue.

After you have imported your contact list (.csv file), Gmelius extracts all the columns of your contact spreadsheet as potential variables you can then use to personalize your email copy.Β 

  1. Then the system will run a quality check on each column and calculate the percentage of rows left blank, so you know which information is best to include in your email and which to select fallback options for.Β 

Related: How to export Google contacts into a csv file?

Step 2: Compose an email

Single-stage or Multi-stage?

Once you click on the button "Continue", you get to the second screen where you can schedule your campaign, select the alias (if any), customize the name of the sender, and then decide if you are going to send a single-stage or a multi-stage campaign.Β 

See the difference between a single-stage and a multi-stage campaign πŸ‘‰ here
Note that if you add addresses in BCC or CC, the campaign will not be able to provide you analytics.
Single-stage
  1. Click on the tab SINGLE-STAGE and compose your email. You can also insert variables into the subject and body of your email.

Gmelius campaigns let you also track opens, insert your Gmail signatures, and add an unsubscribe link.

Β Related: Why should I add an unsubscribe link in my campaign?
Multi-Stage
  1. Click on MULTI-STAGE, select a sequence, and click on Continue.

  1. If you have any variables in your sequence, you will be asked to match them with the variables (columns) of your contact list (i.e., CSV file). You can also create a custom variable, e.g. if you have a variable in your sequence that could not be matched by a variable of your contact list.Β 

For assistance on how to create a Sequence, visit our article: How to create a sequence
Β Related: Why should I add an unsubscribe link in my campaign?

Step 3: Preview your campaign & save/send

The last screen gives you the opportunity to preview your campaign before sending it and decide how many emails you want to send per day (according to your contact list size and campaign limits).

Finally, you can either choose to save the campaign for later or send it.

Preview emails do not include unsubscribe links.
Please ensure to pick a contact before sending the preview email to yourself if you would like to check whether your variables are recognized and filled correctly.

Edit a campaign

By opting to click on SAVE over at Step 3 instead of SAVE AND SEND (see screenshot above), your campaign will remain as a Draft for a future use.

You can edit your Gmelius campaign as long as it remains scheduled or a draft in your list. If you edit a scheduled campaign and then click on SAVE, the campaign will be reverted to a draft.

list of campaigns
To remove a contact from your multi-stage campaign, see this article.

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