How to Create an Email Campaign

Reach the right people, with the right message, at the right time.

Email campaigns are one of the most powerful ways to stay connected with your audience - and Jumpalead makes it delightfully simple.

Whether you're sharing updates, promoting offers, or nurturing leads, we’ll guide you through creating emails that get opened (and acted on!).

✨ Step-by-Step: Creating Your Campaign

1. Head to “Marketing” > “Campaigns”

This is your command center for all things email. Click “Create Campaign” to get started.

2. Give It a Name

Choose a name that’s easy for you to recognize later - your contacts won’t see this.

3. Select Your Type

Decide whether this is a one-off Broadcast (great for announcements and newsletters) or part of a Multi-Step Campaign (perfect for nurturing sequences).

4. Choose Your Audience

Select a Smart List, tag group, or segment of contacts to target. Want to send to warm leads only? Easy. VIP clients? You got it.

5. Design Your Email

Use the drag-and-drop editor or write in plain text - whichever you prefer! Add:

  • A strong subject line (keep it catchy!)
  • Engaging content
  • Images, links, and buttons
  • Personalization (e.g., first name)

Bonus Tip: Preview your email and send a test before launching 🚀

6. Set Your Timing

Choose to send it now or schedule it for later. You can also trigger campaigns based on actions (like filling out a form or booking a meeting).

🔁 Want to Create a Drip Campaign?

Build a multi-step sequence:

  • Add delays (e.g., “wait 3 days”)
  • Trigger follow-ups
  • Personalize based on actions (clicked, opened, ignored, etc.)

Nurture leads on autopilot while you focus on closing the deals.

📊 Track Your Results

After sending, you can:

  • See who opened and clicked
  • Track replies
  • Spot the best-performing content
  • Adjust and improve future sends

Everything you need to grow your impact.

💡 Pro Tips

  • Keep it simple and focused - one key message per email
  • Use clear subject lines and engaging previews
  • Always include a call-to-action (CTA)
  • Test, learn, and optimize as you go

Craft beautiful campaigns with ease, track performance, and grow your relationships - all with Jumpalead’s powerful email tools.

Still need help?
If something’s not working or you just need a hand, we’re here to help. Reach out and we’ll get back to you as soon as we can.
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