Follow the steps below to create a new email send in ClickDimensions.
1. Select "Messaging" from the bottom menu.
2. Select "New Email" on the left menu.
3. Fill in the following fields.
- Email Campaign Name
- Naming convention: Subject - Month Year (e.g., Biology Launch - July 2021)
- Editor Type
- NEW Drag & Drop (Preferred)
- Customer HTML
- Free Style
- Email Template (if applicable)
- Subject
- Preheader (if applicable)
- From Record Owner
- From User (if applicable)
- From Name
- From Email
- Reply-to Email (if applicable)
- Send Immediately
- If Yes
- If No
- Select Time Zone
- Select Date & Time of Email Send
4. Add designated marketing list under the 'Recipients' section of the email record.
5. Select "Send" on the top menu bar.
5.1. Check the box on the Approve Email Send confirmation page, then select Approve.
The email send is not complete and will be sent either immediately or at the scheduled date and time, depending on which option you selected in Step 3.
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