Send an email campaign series

Updated on 20-October-2016 at 10:16 AM

Business Catalyst End of life announcement - find out more details.

Use loyalty campaigns to send dynamic email campaigns based on an event or visitor interaction with your site.

Example: You can send a series of email campaigns that trigger when a visitor has submitted a form. 

Warning: the BC.Next features like Liquid code snippets or named parameters do not work for email campaigns just yet.

For more details on loyalty campaigns, see  Loyalty email campaigns - What are they? .

  1. Select E-Mail Marketing > E-Mail Campaigns, and click Add Email Campaign

  2. Select Customer Event from the Campaign Type menu, and specify the event to trigger the campaign.

    For details, see the tool tips next to the options.

  3. If not already done, verify the Email From Address by clicking Send Verification Email, and then click Next.

    An email is sent to this address with instructions on how to verify account.

  4. Select the campaign recipients, and then click Next

    • To exclude a subset of customers, click Exclude recipients on certain lists, and then select an existing mailing list.
    • To filter an existing mailing list, hover your mouse over a list and then click the filter link to the right.
    • To create a mailing list, see  Creating a mailing list
  5. Do one of the following:
    • To use a pre-built template, select the template from the list and click Next.
    • To use a blank email template, click Next.

    Note: If you decide to change the template at a later stage, ensure that you click Use Selected Template.

  6. Add the campaign content in the editor and email subject, then click Next.

    Insert additional content in the layout by selecting tags displayed in the Data tab of the toolbox panel.

  7. Click Send Campaign.

  • For trial sites we recommend sending email campaigns to no more than 10 recipients
  • If an "In progress" campaign is deleted, the messages will still be delivered. Deleting an in progress campaign and re-creating it will cause the emails to be sent twice.