Email campaign - creating your first campaign

Send email campaigns right from Hivepass using a built in newsletter editor, custom contact lists and scheduling. 

In this article: 

• 🔗 Email campaigns in Hivepass
• ⚙️ Email campaign settings
• ➡️ Sending the campaign
• 🏁 What next? 

🔗 Email campaigns in Hivepass

Sending email campaigns from Hivepass is simple. Using the built in editor that features a couple of different templates ready to go, you can tailor the colours, photos, fonts and styles to suit your organisation and duplicate these campaigns to save time next time. 

⚙️ Email campaign settings

To set up your first email campaign, go to Communications > Email Campaign

1. Select New Email Campaign at the top right of the page. The newsletter templates will load.
2. Select the template you wish to use then get the basic settings filled in;

3. Name: Name the campaign (this could be the name of a Monthly newsletter your organisation sends out, or a one off)

   

4. Domain: This will default to Hivepass, unless you have a custom domain you would prefer to use. A domain is simply your website's address, e.g. hivepass.app or yourclub.org. For steps on setting up a custom domain, see Add a custom domain.

   

5. To: Edit recipients - select the group of contacts to send the email to

   

6. Subject: Enter the subject - this will appear as the subject line in the recipients' inbox

   

7. Send Time: Schedule the email by setting a date and time to send the email. You can schedule up to a month in the future. Or select 'send immediately' - the email will send within the next 15 minutes.

   

8. Unsubscribe Group: Select unsubscribe group. Hivepass creates a default group for this - for more information on unsubscribe groups, see the Email campaign - contact lists doc.

   

9. Edit Content: Begin populating the template with your content. The newsletter editor series of articles listed at the bottom of the page can help if anything in the editor isn't clear.

   

➡️ Sending the campaign 

Sending immediately

1. Once you have finished editing your newsletter, select Save & Exit. This will return you to the settings page for the campaign.
2. If you're ready to send, select Review & Send in the top right. Here you can preview the email.
3. Press Send. The email will be sent within 15 minutes.
4. On the email campaign overview page, a clock icon will show in the Status column whilst the email is waiting for the system to send it.

Scheduling

If you didn't already set this up before editing the content, you can do this now.

1. Once you have finished editing your newsletter, select Save & Exit. This will return you to the settings page for the campaign.
2. Select Edit Send Time to change
3. Once you're happy with the sending time, select Schedule Campaign at the top right. Here you can preview the email.
4. Press Schedule Now.
5. On the email campaign overview page, a clock icon will show in the Status column. Hover over the clock to see the set sending time. Also, a timer will show - hover over this icon for the time remaining until sending.

Unscheduling

At any time before a scheduled email sends, it is possible to unschedule the campaign by clicking on the title and selecting the red Unschedule button in the top right, or by editing the send time.

Once this is done, you'll be taken back to step 3 above.

🏁 What next? 

Statistics

Once your email campaign has been sent, you can sit back and see how well it is received by reviewing the comprehensive statistics Hivepass automatically tracks. For more information on how this works, see the statistics and limits article.

Duplicating the email campaign

Once your email is sent, you can duplicate it using the three dots on the main Email Campaigns page.

This will copy the campaign in its entirety, but you will need to rename it and go through the settings to update as required. The newsletter template ('Edit design') can then be edited as normal.