How to Use the EDM?

How to Use the EDM?

Use Email Marketing to create email campaigns and review their results. This workspace is separate from LaunchPad and Pledge Manager survey invitations.

Before you start

  • Verify your sending domain in Custom Domains.
  • Prepare the audience you intend to email. Use contacts who have agreed to receive your marketing messages.
  • Prepare your message, destination links and sender details.

Connect a sending domain · Connect an integration

Create a campaign

Open Email Marketing → Campaigns, then click Create Campaign. Follow the four steps shown in the editor.

Email Marketing campaign editor with the four creation steps outlined in red
Current campaign editor. The red outline marks the four creation steps.
  1. Campaign Details: enter an internal Campaign Name, Subject Line and optional Preview Text. Select a verified Sending Domain. Enter the From Name and Sender Email Address. Enable Reply To if replies should go to another address.
  2. Select Recipients: choose the intended audience and check the recipient selection before continuing.
  3. Message Content: prepare your email content. Check images, text, links and the preview before continuing.
  4. Schedule & Send: review the recipients, sender and message. Check the displayed delivery time and time zone before confirming the send or schedule.

The Campaign Name is for your reference. Recipients see the Subject Line, sender details and message. If you leave Reply To unchecked, replies go to the From address.

For a comparison test, see A/B testing. For a triggered workflow, see automated email campaigns.

Review results

Open Dashboard or Campaigns and set the date range. Review Sent, Delivered, Opens, Clicks, Unsubscribed and Errors.

  • Sent: messages dispatched.
  • Delivered: messages accepted by the receiving mail system. Delivery does not guarantee placement in the inbox.
  • Opens and clicks: recorded engagement signals. They do not prove that a recipient purchased a product.
  • Unsubscribed and errors: opt-outs and delivery failures that need review before another campaign.

Before sending

  • Check the sender domain and Reply To address.
  • Check the audience and recipient count.
  • Open every destination link and inspect the message on a narrow screen.
  • Check the schedule and time zone.

For an overview of campaigns, audiences and reporting, explore PledgeBox Email Marketing.