Hello, my name is Chris. In this article, you'll learn the steps needed to send an email marketing campaign from LeadCenter.

There are three main steps required to send an email marketing campaign:

1. Create an email template
2. Create a contact segment to target
3. Schedule the email campaign

Step 1: Create an Email Template

To begin:

• Go to the Marketing Dashboard.
• Click Templates, then select Email.
• From here, select Marketing as the category.

In this example, there is already a pre-built email template ready to use. Open that email template to review it.

This message highlights a feature update about the Event Roster and Name Tags recently added to LeadCenter.

When creating an email template, there are two required short codes you must include. These are part of the CAN-SPAM policy.
Without both short codes, you will not be able to schedule an email campaign.

To access these short codes:

• Click on the Short Codes button.
• The short codes are organized into sections. One of them is Email Configuration.
• Under Email Configuration, you’ll find the required short codes.

Be sure to include both:

• The Unsubscribe Link
• The Postal Address

Copy each one and insert them at the bottom of the email. Including both makes your email template compliant with the CAN-SPAM policy.

You can preview the email here to see how it will appear once sent.

Step 2: Create a Contact Segment

Now that the email template is ready, the next step is to create the customer segment you want to target with this campaign.

• Go to Segments.
• You can choose an existing segment or create a new one.

Example:
Create a new segment and give it a name. You can optionally assign a category, though it is not required. The category is only for internal organization.

For this example, set the condition to include all contacts whose Stage exactly matches Client: Became Client 1.
Name the segment Client from YouTube. Then set a second condition so that the Source exactly matches YouTube.

This segment will now include only clients who came from YouTube and meet both conditions.

You can define a segment using multiple criteria, combining fields such as Contact Stage and Source to narrow it down precisely.
Click Save, and the segment Client from YouTube will be created.

Step 3: Schedule the Email Campaign

To create and schedule the email campaign:

• Click on Email Marketing from the menu on the left.
• Once on the Email Marketing page, click New Campaign.
• Enter a Name, such as Update About Events Email Campaign.
• Optionally, add a Description to help organize your campaigns.
• Click Save to continue.

This opens the Email Campaign Visual Editor, which walks you through three steps:

1. Set the schedule
2. Choose a customer segment
3. Select the email template

Set the Schedule

• Click Schedule, then choose the Send Date and Time.
• Select the correct Time Zone to ensure your email is delivered at the right time.
• Click Apply to save the schedule.
• To make it easier to identify later, rename the schedule (for example, 4182025).
• Click the checkmark to save.

Choose the Segment

• Click Filter to open the audience filter.
• You can select a saved segment or create a one-time segment directly from here.
• Since the segment was already created earlier, select the saved segment called Clients from YouTube.

Select the Email Template

• Choose the Email Template you want to use for this campaign.
• For example, select Feature Update: Event Roster.
• You must also select the Email Account the message will be sent from.
  • This must be a shared email account that is already set up in your LeadCenter account.
  • For example, choose info@leadcenter.ai as the sender.

This message will be delivered to every contact that meets the segment criteria.
Click Apply once all selections are complete.

Finalizing and Sending the Campaign

Now all steps are complete.
The email will automatically be sent to your contacts on the scheduled date and time.

Make sure to click Save and Publish so the email campaign is officially scheduled.

Once published, the campaign will appear in your list, showing the scheduled date and time, and its current status as Scheduled.
You can also preview the email that will be sent to confirm that everything is correct.

Wrapping Up

This is how you send an email marketing campaign using LeadCenter.

Thank you!