How to Use the Improved Email Campaign Flow in Sparkforge
Start campaigns directly from the email template library, preview from the top menu, and review attachments and required-fields warnings before you send.
The email campaign builder now lets you start campaigns straight from the template library, preview your email from the top menu, and confirm attachments with a count badge before sending.
What Changed
- Direct creation from templates: Skip extra steps by launching campaigns from the template library.
- Required-fields checklist: A pre-send checklist surfaces missing or incorrect fields, including custom-field errors.
- Preview button: Live in the top menu next to Save. One click renders the email exactly as recipients will see it.
- Attachment count badge: The Attach Files button shows a number badge on the Send/Schedule screen so you can confirm attachments at a glance.
How to Use the New Flow
- Go to Email Marketing > Campaigns.
- Click New > Email Marketing Templates.
- Pick a template and click Continue.
- Open the email in the campaign builder.
- Click Preview in the top menu next to Save to verify formatting and personalization.
- Move to Send or Schedule when the email is ready.
- On the Send/Schedule screen, check the Attach Files badge for the attachment count.
- Resolve any warnings in the Required Fields checklist.
- Click Confirm & Send.
What the Checklist Covers Today
The checklist currently flags mandatory fields and custom-field errors. Email-limit warnings and content-quality checks are on the roadmap.
Frequently Asked Questions
Can I start a campaign directly from a template?
Yes. Go to Email Marketing, Campaigns, click New, and select Email Marketing Templates to launch the campaign from the template library.
How do I preview an email while editing?
Click Preview in the top menu next to Save. It renders the email at any point in the editing process.
How do I confirm my attachments are correct?
On the Send or Schedule screen, the Attach Files button shows a numeric badge with the attachment count.
What does the Required Fields checklist cover?
It currently surfaces missing mandatory fields and custom-field errors. Email-limit and content-quality checks are planned additions.
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