Help Center β€Ί Email Marketing β€Ί How to set up an email campaign
βœ‰οΈ Emails

How to set up an email campaign

πŸ“… Last updated: June 2026
⏱ 4 min read
βœ… All plans

In this article, you will learn how to design, configure, and launch an automated email campaign sequence to nurture leads inside your SystemeScale account.

Creating a campaign sequence

1
Navigate to Campaigns
From your main navigation panel, click the Emails tab and select Campaigns.
2
Initialize campaign settings
Click the Create button. Inside the campaign setup popup menu, add a name framework, select your authenticated sender email address, and input an internal administrative description. Click Save.

Building campaign email steps

3
Add an email milestone step
Open your newly initialized sequence by clicking its name, then click the Create button to spin up your very first email step.
4
Define email attributes and choice of editor
Fill in your core envelope credentials:
  • Subject: The outward-facing subject text template line.
  • Sender name: Your public brand or personal name identity.
  • Sender email address: Your broadcast email address asset.
  • Editor type: Choose between the plain text Classic editor or the advanced drag-and-drop Visual editor.
Click Save to enter the editor canvas workspace.
⚠️
Editor Framework Shift Warning
If you swap your selected editor interface model mid-way while working on a live draft canvas layout, your layout text and structural components will be completely wiped out. Choose your ideal engine format before executing extensive writing blocks.

Option 1: Utilizing the Classic Editor

The classic editor framework focuses on distraction-free, text-based email communication. Inside the parameters panel located on the right side of your text box field, you can easily handle advanced technical setups:

  • Add an attachment: Upload document files, sheets, or media directly.
  • Insert merge substitute variables: Inject personalization tokens (like contact first name parameters) to parse user profile attributes dynamically.
πŸ’‘
Dynamic Anchor Variable Links
To transform substitute text elements into fully functional hyperlinked objects: highlight your link text anchor string, click the Link tool symbol inside the central editing menu bar, and paste the dynamic variable token right into the URL destination container.

Option 2: Utilizing the Visual Editor

The visual framework brings our advanced drag-and-drop page builder directly into your broadcast delivery environment. You can place responsive structural columns, layout blocks, button widgets, and image modules smoothly across your canvas area.

Responsive Device Target Controls

Click on any text or block layout component inside the visual engine to display its properties card on the left panel. Scroll down to visibility options and use the checkboxes next to Desktop or Mobile parameters to control where elements are displayed. Components restricted to unique responsive layout layers will carry an explicitly visible layout tag indicator on the editing dashboard preview grid.

Fluid Web Typographic Systems

When engineering formatting blocks inside either editor interface, you can select from two advanced system text layouts:

  • Mailbox Default: Relinquishes formatting control directly to the host client engine application, using whatever typography the user's provider defaults to.
  • Adaptive typography: Intelligently locks execution parameters to the native OS core environment fonts (e.g., Apple System font blocks for Mac/iOS, Segoe UI variables for Windows, and Roboto layouts across Android). This ensures blazing-fast rendering speeds, absolute professional uniformity, and perfect scannability across diverse customer environments.

Configuring automated structural delay logic

When you wrap up content delivery design layouts inside an item, exit the editor view, and click Save and configure to build your execution rules loop logic.

Automated deployment parameters operate sequentially from top to bottom based on these conditions:

  • Delay before sending email: Sets the precise interval delay window required before executing the action block relative to the preceding step.
  • Times when email should be sent: Sets fixed time hour windows for transmission parameters.
  • Days of the week: Restricts rule completion execution pathways to select calendar days.
ℹ️
The Law of Compound Overlaps
For any individual sequence milestone element to enter the mail server broadcast pool queue, all set conditional delays, hour rules, and day triggers must be fully satisfied together. If a milestone step contains compound constraints (e.g., 15 hours after step 4, but restricted to Thursdays at 8:00 AM only), the automated engine will pause processing until the calendar timeline fulfills every factor simultaneously. We strongly advise using singular clear delays per milestone block to prevent structural confusion.

Dynamic sequence injection behavior

If you insert or introduce a brand new email item into the top slot or right into the middle tier of an active operational campaign structure, it will only process for incoming user profiles who have not yet crossed that programmatic checkpoint milestone. Contacts whose tracking sheets indicate they have already processed past that structural layer step will be skipped entirely by the delivery loop.

Maximizing delivery score mechanics

⚠️
HTML Sizing & Inbox Filter Rules
Every image layer, colored background block, emoticon set, and inline text script element compiles into deep HTML layout structures. Over-complicating or overloading your assets can quickly bloat email weights. Incoming mailbox servers will aggressively flag heavy file footprints. This can significantly drag down your delivery score, triggering spam protection rules or causing hard filter rejections. Focus on elegant, lightweight, text-centered content to maintain maximum authority with external ISPs.
βš™οΈ
How automation rules work
Want to tie your completed campaign sequence directly to a sales funnel or automated action rule? Read our complete workflow guide.
Read Automation Guide β†’
Was this article helpful?