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Answers & Best Practices

Creating an Email Campaign

Email Campaigns inside of MediaOS allow you to reach out to your customers in a quick and efficient manner. In addition to creating and sending out your campaigns, MediaOS will track email opens, clicks, and any errant email addresses you may have in your system.

To Create an Email Campaign #

  • Click Accounts using the left-hand navigation menu.
  • Then, select the checkbox next to each account you would like to include in your email campaign.
    • Note: If you want to send a campaign to all of your accounts, skip the previous step, and the system will add all accounts in the search results to the campaign.
  • Click the Batch Action button and select Email Campaign to display the Email Campaign wizard.
the Email Campaign wizard display
  • With the Email Campaign wizard open, you now have to configure the settings of your email campaign.
  • Use the New Campaign section to complete the following information:
    • Name – This is the name of your email campaign.
    • Which Emails – Use this drop-down menu to choose which contacts on the account will be receiving the emails. Choose from the following options:
      • All Emails – This will send the campaign to all emails associated with accounts and contacts in your results
      • Primary Advertiser Email – This will send the campaign only to the primary email designated on the account.
      • All Advertiser Emails – This will send the campaign to all emails assigned directly to the advertiser that are not associated with a contact.
      • All Contact Emails – This will send the campaign only to emails assigned to a contact
    • Select the ‘Only send a single email per unique email’ checkbox to ensure that your contact will only receive one unique email even if they are a contact for several accounts.
      • Note: While this is optional we highly recommend checking this box for all campaigns
    • Select Results – you can choose to send this campaign to the accounts you selected on the Accounts page or you can choose to send the campaign to all accounts that you searched for.
  • Click the Next button to choose your email template.
creating a new email campaign
  • Choose your template using the right-hand window. Hover your mouse over the template and click the Select button.
    • Note: If you want to create a new template, check out this article for the complete steps.
  • Click the Next button when you have selected your template to input your sending details.
  • Use the Sending Details section to complete the following information:
    • Subject – This is the subject line of the emails you wish to send.
    • From Email – This is the email address that you using to send this campaign.
    • From Name – This is the name of the person that is tied to the email address for this campaign.
  • Click the Next button to select the date and time to send out this campaign.
  • Use the Schedule section to complete the following information:
    • Send Date – This is the date that the email will be sent out.
    • Send Time – This is the time that the email will be sent out.
  • Click the Schedule Campaign Button to see an overview of the email campaign.
scheduling the campaign

Updating a Campaign Before It Sends #

You may need to reschedule or adjust your contact list prior to sending a campaign. To adjust your campaign:

  • Go to the Campaigns tab in the Accounts section.
  • Then, select Options next to the campaign you’d like to edit.
    • Click Edit to reopen the campaign wizard and adjust any of the areas discussed in the previous section of this article.
    • Click Contact List to add recipients to this campaign or select recipients and click the Remove Selected from Campaign button to remove recipients.
adding contact lists
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