Creating Your First Campaign

Last updated: December 5, 2025
Author: ArtistHub Team

This guide walks you through creating your first email campaign from start to finish.

> Note: You need at least one recipient list before creating a campaign.

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Step 1: Basic Information

To create a new campaign:

Navigate to Campaigns from the main menu

Click the "Create New Campaign" button

Fill in the campaign details:

- Campaign Name: A descriptive name (e.g., "Spring Concert Series 2025")

- Email Subject: The subject line for your emails

- Client (Optional): Link to a specific client

- Description: Additional notes about the campaign

!Campaign Creation Form

Caption: The campaign creation form with all required fields

> Tip: Use descriptive campaign names that help you identify them later. Include dates or event names for clarity.

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Step 2: Select Email Template

Choose how you want to create your email content:

Option A: Use Existing Template

Select a template from the "Template" dropdown

Templates are organized by:

- General Templates: Available to all users

- Client-Specific Templates: Linked to specific clients

The template content will be loaded automatically when you customize the campaign

!Template Selection

Caption: Template dropdown showing general and client-specific templates

Option B: Create Custom Content

Select "Create New Template" or leave template empty

You'll customize the content later in the "Customize & Send" page

This allows you to write unique content for this campaign

> Note: You can always change the template or create custom content later in the "Customize & Send" page.

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Step 3: Select Recipient Lists

Choose one or more recipient lists for your campaign:

Types of Recipient Lists

Public Lists (🌐 Globe icon):

- Pre-populated lists (e.g., "Opera Houses - Level A", "Orchestras - Germany")

- Available to all users

- Automatically updated

Private Lists (🔒 Lock icon):

- Your personal lists

- Custom contact lists you've created

- Only visible to you

Custom Lists:

- Lists with manually added contacts

- Appear in a separate "Custom Lists" section

- Useful for targeted campaigns

!Recipient List Selection

Caption: Recipient list selection showing public, private, and custom lists

Selecting Multiple Lists

- Check the boxes next to lists you want to include

- Recipients from all selected lists will be combined

- Duplicate contacts are automatically handled

> Warning: Selecting many large lists may result in a large number of recipients. Review the recipient count before sending.

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Step 4: Save Campaign

Review your selections

Click "Create Campaign"

You'll be redirected to the "Customize & Send" page

!Campaign Created

Caption: Success message after creating a campaign

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What's Next?

After creating your campaign:

Customize Content: Edit the email subject and content

Review Recipients: Check the recipient list

Add Steps (Optional): Create follow-up emails

Send: Send the campaign to recipients

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Common Use Cases

Use Case 1: Simple Announcement Campaign

Scenario: Announcing a new concert series

Create campaign with name "Spring 2025 Concert Series"

Select a general announcement template

Select relevant recipient lists (e.g., "Opera Houses - Level A")

Customize content with concert details

Send to all recipients

Use Case 2: Client-Specific Campaign

Scenario: Sending updates to a specific client's contacts

Create campaign linked to the client

Select a client-specific template

Select client's custom recipient list

Personalize content for that client

Send campaign

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Troubleshooting

Problem: "No recipient lists available"

Solution:

- Create a recipient list first in the Recipients Lists module

- Or use one of the public lists available

Problem: Template not loading

Solution:

- Verify the template exists and is accessible

- Try selecting a different template

- You can always create custom content later

Problem: Can't select multiple lists

Solution:

- Make sure you're checking the boxes next to list names

- Lists must be active and accessible to your account

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Related Articles

- Campaigns - Getting Started

- Understanding Campaign Templates

- Working with Recipient Lists

- Customizing and Sending Emails

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