How to setup an Email Campaign on CallHub?

CallHub has introduced a new feature: Email Campaigns 📧. Like SMS and Calls, Email Campaigns help you build and grow relationships. You can turn prospects into customers with engaging emails and custom templates, and encourage first-time customers to become repeat buyers.

Setting up an Email Campaign

You can set up an Email Campaign in 5 simple steps. Before starting, make sure you have:

• Set up an Email Domain

• Set up a Sender Profile using the verified email domain

Once these steps are done, you can create your campaign.

From the Home page, click on Create and select Email as the campaign type.

In the first section, "Basic Info" of Email campaign creation, you need to name the campaign, set up a Subject for your email that your target audience will see, and choose the Sender Profile you set up earlier. 

Next, in the "Content" section, you need to create a template for your email. If you have already created an email template for your previous campaign, you may use the same by choosing the "Saved Template" option. If you have not created one, choose "Create new Template." You will be redirected to the Email Template Builder.

Here, you can choose different designs, font types, images, GIFs, or Video content to build your email template. Once done, click on Proceed, enter a name for your template, and save it. 

Below is a preview of what the template looks like when added to the campaign.

In the next section, "Audience," you may choose a contact list or create a segment of the audience you will be reaching out to. 

• Contact list: Traditional list of contacts that are added/need to be added to your CallHub account using a CSV file. 
• Segment: Using the segments feature, you may create a list of contacts using various combinations with AND/OR functions. Currently, you may use the functions for contact lists and Tags. 

Once you hit the Save button, the segment you set up will be added to the campaign. This segment cannot be edited once it is added to the campaign. If you wish to make any changes, you need to create a new template. 

In the next section, "Verify," you may preview the settings for your campaign to ensure everything is set up correctly. If yes, hit Next to schedule the campaign. 

Here, you need to set up a Start date and a Finish date followed by the Daily Operational Hours and Days to complete the Campaign setup. 

Click on Finish and your campaign is set up!

Tip: Send a test email to yourself to see what the email template looks like. You can Pause the campaign and Edit if required.