Creating Campaigns & Templates

Campaigns are the emails you send from Gatsby. You can customize branding, personalize content with mail merge, and track engagement.

Creating a New Campaign

1. Start Your Campaign

   Navigate to the Campaigns tab in your event or list, then click New Campaign.

2. Choose Your Campaign Type

   Select Draft for the most flexibility (you can edit and add recipients before sending) or Campaign to quickly build and save a message.

3. Add Basic Information

   Enter a campaign name (internal use only) and choose your sender. Learn more about sender settings.

4. Write Your Subject Line

   This is what recipients will see in their inbox, so make it clear and compelling.

5. Access Advanced Options

   Click the three dots menu to:

   • View version history
   • Set reply-to email
   • CC or BCC teammates
   • Load a template
   • Attach calendar files
   • Save as a template

6. Attach Files

   Use the paper clip icon to attach documents or other files.

7. Compose Your Message

   Write your email content in the main text area.

8. Customize Email Style

   In the bottom right corner, choose:

   • Basic: Regular email format (looks like standard inbox emails)
   • Marketing: Enhanced customization with backgrounds, centered images, and newsletter-style formatting

9. Add Personalization

   Click the + sign in the bottom left to add:

   • First & Last Name: Personalize greetings with recipient names
   • Custom Field: Pull in custom contact information you’ve saved to profiles

10. Include Event Details

    Use the + menu to insert:

    • Date and Location: Automatically pulls event details
    • RSVP Image: Adds your event’s RSVP image
    • RSVP Link: Directs recipients to registration page

11. Format Your Content

    Use the toolbar to:

    • Change fonts and layout (A icon)
    • Adjust colors for text, foreground, or background (palette icon)
    • Add images by upload or URL (image icon)
    • Create hyperlinks and buttons (highlight text and use link button)
    • Add sections and dividers (- icon)

12. Test Before Sending

    Test your message to ensure it displays correctly.

13. Add Recipients

    Manage your email recipients and send when ready.

Creating a Template

Templates save time when sending similar emails. You can create global templates (available across all events and lists) or campaign-specific templates (only available in the event or list where they were created).

From an Existing Campaign

1. Create Your Campaign

   Build your campaign with the content you want to reuse.

2. Save as Template

   Click the three dots next to the subject line and select Save as Global Template or Save as Campaign Template.

From the Templates Page

1. Access Templates

   Go to the templates page and click the + in the top right corner.

2. Create New Template

   Click New Template and build your message.

3. Save Template

   Click Create Template in the top right corner when finished.

Creating and loading a campaign email template

Using a Template

1. Start a New Campaign

   Begin creating a campaign as usual.

2. Load Your Template

   Click the three dots next to the subject line and select Load Template.

3. Choose Template

   Select your desired template from the list.

4. Customize and Send

   Make any needed edits, test your message, add recipients, and send.

FAQs

Can multiple people work on drafting a campaign?

Yes. Like Google Docs, when multiple people edit a campaign, you’ll see cursors with their names showing where they’re working in the draft.

Something changed in my campaign draft and I need an old version back.

Click Last Saved X Ago to see all previous versions of your draft. Hit Restore This Version to revert to an earlier version.