Creating an Email Campaign

Email campaigns let you reach your church community with newsletters, event announcements, reminders, and more.

Before you begin

  • You need the Admin or Staff role.

Step-by-step

  1. Go to Email. Click Email in the sidebar.

  2. Click New Campaign. This opens the template picker.

  3. Choose a template. Pick one to start with:

    • Weekly Newsletter — A pre-designed layout for weekly updates.
    • Event Announcement — Highlight an upcoming event.
    • Event Reminder — Remind people about an event they registered for.
    • Welcome New Member — Greet someone who just joined.
    • Blank — Start from scratch.
  4. Set your campaign details. Click the campaign name at the top to open the details pop-up:

    • Campaign name — An internal name to identify this campaign (not seen by recipients).
    • Subject line — What recipients see in their inbox.
    • Preview text (optional) — A short snippet shown next to the subject line in most email apps.
  5. Design your email using the block editor. See Using the Block Editor.

  6. Choose your audience. Select who receives the email. See Targeting an Audience.

  7. Send or schedule. See Scheduling and Sending Campaigns.

Good to know

  • Campaigns save automatically as you work. You will see a "Saving..." indicator when changes are being saved.
  • You can find all your campaigns on the Email page, organized by status: All, Drafts, Sent, and Scheduled.
  • You can duplicate any existing campaign to use it as a starting point for a new one.

What's next?

1 min read·beginner
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