# Campaigns & Email Sending > **Source**: [SendX](https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg) > >

Create, schedule, and send email campaigns in SendX. Covers campaign types, audience targeting, A/B testing, scheduling options, and analyzing campaign performance.

## Browse Collection 1. [Creating and Scheduling a Newsletter Campaign in SendX](https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/T2BgGmUQmqefZvnXwkOnag.md) (Video) 2. [Creating and Scheduling A/B Test Campaigns on SendX](https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/m8AKVk8mGSqaJRjZ0YvQkQ.md) (Video) 3. [How to Duplicate or Resend Email Campaigns to Unopened Recipients](https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/MFmsN7ondnjZlV1VGgsRbQ.md) (Video) 4. [Guide to Accessing and Analyzing Email Campaign Reports and Analytics](https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/0VooyOsQCD2nihQV5b90Bw.md) (Video) 5. [How to Send Test Emails While Editing Your Campaign](https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/XLBkg1aGdDB0RZN4ieSQqQ.md) (Video) 6. [Configuring Default Sender and Editor Settings for Campaigns](https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/syaIgaWXtYdHtbD93RhDqA.md) (Video) 7. [Fixing "No Custom Footer" Warning in Email Campaigns](https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/447V4V2SnI1RMlFUnzSHsg.md) (Video) 8. [Fixing Invalid Unsubscribe Link Warning in Emails](https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/4FEVbTYlf62W7vYwnmajSQ.md) (Video) 9. [Creating and Scheduling an RSS Email Campaign with Content Customization](https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/urQrfr4scVyuM2PshYbrYw.md) (Video) 10. [How to Send Only the Latest Post in an RSS Campaign](https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/nx4kHBOonIjN9kgI0m2SrQ.md) (Video) 11. [Enabling and Configuring Spread Sending for Newsletter Campaigns](https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/4qxW4LFou30bDTSb9x2b4Q.md) (Video) 12. [How to send a test email with personalization details?](https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/LrUaxuakz8T218JZ0WOh0A.md) (Video) 13. [How to Add Basic Personalization to Emails ](https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/Ws8VTnvgPqW1nf8TBYnZzA.md) (Video) 14. [Adding UTM parameters in campaign](https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/NZ3TQHI4YM4zczbmh3W8QA.md) (Video) 15. [Creating and Personalizing a Leap Year Email Campaign with Test Sends and Performance Review](https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw.md) (Video) --- # VIDEO: Creating and Personalizing a Leap Year Email Campaign with Test Sends and Performance Review ## METADATA - id: YKdXGgDVYwCd7gaxPqfxyw - type: video - source: SendX - content_url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw - collection_url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg ## TRANSCRIPT - time: 00:00 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=0 text: This video, let's see how to create and manage email lists, design newsletters, and send test emails using personalization - time: 00:06 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=6 text: features. - time: 00:08 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=8 text: In the navigation bar, click on audience. - time: 00:12 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=12 text: From the drop down menu, select lists. - time: 00:18 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=18 text: In the list section, click on create list. - time: 00:23 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=23 text: In the model, enter the list name in the list name field. - time: 00:27 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=27 text: Select single opt in from the list type drop down. - time: 00:32 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=32 text: In the model, select single opt in from the list type drop down under advanced setting. - time: 00:39 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=39 text: Click the create list button in the model to finalize the new list. - time: 00:45 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=45 text: In the list view, click the checkbox next to my email list to select it. - time: 00:51 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=51 text: Click the import contacts button to begin adding contacts to the list. - time: 00:57 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=57 text: Drag and drop a CSV file or choose a file to upload your contacts. - time: 01:04 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=64 text: Click the continue button in the form area to proceed after the CSV upload is complete. - time: 01:13 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=73 text: In the match fields section, click the drop down next to birthday - time: 01:16 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=76 text: to change the mapping. - time: 01:19 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=79 text: Select choose mapping from the drop down menu. - time: 01:24 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=84 text: In the search field of the drop down, type to find the appropriate mapping. - time: 01:29 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=89 text: Select company from the drop down list to map the field. - time: 01:36 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=96 text: In the form, click on complete to finish the mapping process. - time: 01:42 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=102 text: In the navigation bar, click on the notification bell icon. - time: 01:48 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=108 text: In the notification center, click the arrow to view more notifications. - time: 01:54 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=114 text: Close the notification center by clicking the x icon. - time: 02:00 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=120 text: In the navigation bar, click on audience to access audience options. - time: 02:05 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=125 text: In the navigation bar, click on audience and select lists. - time: 02:12 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=132 text: In the list view, click on the size number forty seven for my email list. - time: 02:20 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=140 text: In the navigation bar, click on campaigns. - time: 02:25 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=145 text: From the drop down under campaigns, - time: 02:28 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=148 text: select newsletters. In - time: 02:33 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=153 text: the newsletter section, click on create newsletter. - time: 02:39 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=159 text: Enter the newsletter campaign name in the form field. - time: 02:43 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=163 text: Type your email subject line in the designated form field. - time: 02:47 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=167 text: Click on the personalization - time: 02:49 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=169 text: drop down next to the subject line. - time: 02:52 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=172 text: Select first name from the drop down menu for personalization. - time: 02:57 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=177 text: The subject line now includes a personalization - time: 03:00 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=180 text: tag for the first name. - time: 03:03 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=183 text: Enter a short preview of your email content in the provided text area. - time: 03:08 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=188 text: Select the sender's email address from the drop down menu. - time: 03:12 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=192 text: Choose the desired sender from the list in the drop down. - time: 03:18 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=198 text: Click the next type button to proceed. - time: 03:24 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=204 text: Select the drag and drop editor option for designing your email. - time: 03:30 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=210 text: Click the next design button in the navigation bar. - time: 03:36 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=216 text: Select the select template button for the desired email template. - time: 03:43 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=223 text: In the design editor, click the button option from the content panel. - time: 03:48 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=228 text: Adjust the height in the space of properties on the right panel. - time: 03:55 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=235 text: Edit the paragraph text in the design editor. - time: 03:59 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=239 text: Edit the text in the highlighted paragraph to include a greeting. - time: 04:04 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=244 text: Click on the merge tags option in the toolbar. - time: 04:08 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=248 text: In the model, - time: 04:09 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=249 text: select first name from the list of merge tags. - time: 04:14 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=254 text: The text now includes the first name merge tag for personalization. - time: 04:19 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=259 text: Select the image of the burger in the after game section. - time: 04:25 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=265 text: Click on send test email in the navigation bar. - time: 04:32 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=272 text: In the modal, enter the email address in the provided field. - time: 04:36 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=276 text: Check the box to use custom fields of a specific contact. - time: 04:43 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=283 text: In the model, search for a contact by name or email. - time: 04:47 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=287 text: Select the desired contact from the search results. - time: 04:53 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=293 text: In the model, click the send button to send the test email. - time: 04:59 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=299 text: In the navigation bar, click send test email to open the email sending model. - time: 05:05 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=305 text: In the model, click the x button to remove the email address. - time: 05:10 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=310 text: In the model, click the input field and press enter to add an email address. - time: 05:15 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=315 text: In the model, Click the check mark to confirm the contact's email for personalization - time: 05:20 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=320 text: data. - time: 05:23 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=323 text: In the model, click edit next to the contact's email. - time: 05:28 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=328 text: In the model, enter a name or email in the search field. - time: 05:32 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=332 text: Select the desired contact from the drop down list. - time: 05:36 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=336 text: In the model, click send to dispatch the test email. - time: 05:43 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=343 text: Click show preview to view the email design. - time: 05:49 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=349 text: In the preview mode, click the moon icon to enable dark mode. - time: 05:54 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=354 text: Switch back to light mode by clicking the sun icon in the preview mode. - time: 05:58 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=358 text: Re enable dark mode by clicking the moon icon again in the preview mode. - time: 06:05 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=365 text: Click the sun icon to switch back to light mode in the preview mode. - time: 06:09 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=369 text: Select the desktop icon to view the email in desktop mode. - time: 06:15 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=375 text: In the preview mode, click on the mobile icon to switch to mobile view. - time: 06:23 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=383 text: In the preview mode, click on the continue button to proceed. - time: 06:29 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=389 text: In the recipient section, select contacts from available lists, tags, or segments. - time: 06:39 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=399 text: In the recipient section, select sendex dot test from the list. - time: 06:47 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=407 text: Choose my email list from the available lists. - time: 06:52 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=412 text: The total recipients count updates to thirty eight after selecting the lists. - time: 06:59 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=419 text: In the recipient section, click the next review and confirm button to proceed. - time: 07:10 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=430 text: Enter the newsletter campaign name in the form field. - time: 07:14 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=434 text: Type the subject line for the email in the form field. - time: 07:17 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=437 text: Click on the personalization - time: 07:19 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=439 text: drop down menu in the form. - time: 07:22 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=442 text: Select first name from the personalization options. - time: 07:27 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=447 text: The subject line now includes a personalization - time: 07:30 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=450 text: tag for the first name. - time: 07:34 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=454 text: Enter a short preview of your email contents in the preview text field. - time: 07:39 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=459 text: Click the next type button to proceed. - time: 07:44 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=464 text: Select the drag and drop editor for designing your email. - time: 07:49 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=469 text: Click the next design button to continue. - time: 07:55 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=475 text: Choose the SaaS category from the design options. - time: 08:01 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=481 text: In the navigation bar, select the leap year category. - time: 08:06 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=486 text: In the template selection area, click on preview for the desired template. - time: 08:14 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=494 text: In the preview window, view the details of the leap year sale template. - time: 08:19 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=499 text: In the template selection area, click next content to proceed. - time: 08:26 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=506 text: In the content editor, click on the image option to add an image. - time: 08:32 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=512 text: In the email editor, click the browse button to upload an image. - time: 08:38 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=518 text: In the file manager, click insert on the desired image to add it to your email. - time: 08:46 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=526 text: In the email editor, click on the text block to edit the content. - time: 08:52 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=532 text: In the text properties panel, adjust the padding settings for the text block. - time: 08:57 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=537 text: In the text editor toolbar, click merge tags to insert dynamic content. - time: 09:03 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=543 text: In the model, select first name from the list of merge tags. - time: 09:08 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=548 text: In the email editor, observe the insertion of first name into the text area. - time: 09:15 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=555 text: In the navigation bar, click show preview to view the email. - time: 09:22 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=562 text: In preview mode, switch to desktop view by clicking the desktop icon. - time: 09:27 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=567 text: In preview mode, switch to tablet view by clicking the tablet icon. - time: 09:31 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=571 text: Click the copy icon in the toolbar to duplicate the content. - time: 09:38 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=578 text: Close the preview mode by clicking the x icon in the top right corner. - time: 09:44 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=584 text: In the navigation bar, click send test email to initiate a test email. - time: 09:51 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=591 text: Enter the email address in the provided field to send the test email. - time: 09:56 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=596 text: Click the send button to dispatch the test email. - time: 10:00 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=600 text: In the model, check the box to use custom fields of a specific contact. - time: 10:07 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=607 text: In the model, start typing an email address in the search field for personalization - time: 10:11 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=611 text: data. - time: 10:13 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=613 text: In the model, select a contact from the list to use their personalization data. - time: 10:21 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=621 text: In the model, click the send button to send the test email. - time: 10:26 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=626 text: In the navigation bar, click the continue button to proceed. - time: 10:31 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=631 text: In the form, click on the field to select from available lists, tags, or segments. - time: 10:37 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=637 text: In the drop down, view the available lists, tags, or segments to choose from. - time: 10:43 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=643 text: Type my to filter and select my email list from the drop down. - time: 10:50 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=650 text: Click the refresh icon to update the total recipients count. - time: 10:55 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=655 text: In the navigation bar, click next, review and confirm to proceed. - time: 11:02 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=662 text: Click on next schedule in the navigation bar to proceed. - time: 11:09 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=669 text: Select auto warm up mode to gradually increase sending volume. - time: 11:16 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=676 text: Choose send now to immediately send your campaign. - time: 11:20 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=680 text: Click send to initiate the sending process. - time: 11:26 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=686 text: In the confirmation pop up, click submit to finalize sending the campaign. - time: 11:33 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=693 text: In the confirmation model, click on cancel to stop the submission. - time: 11:39 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=699 text: In the navigation bar, click on campaigns to open the drop down menu. - time: 11:44 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=704 text: Select newsletters from the drop down menu under campaigns. - time: 11:51 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=711 text: In the table, view the number of emails opened, highlighted as seventeen forty six. - time: 11:59 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=719 text: Click on performance to view detailed performance metrics. - time: 12:05 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=725 text: In the dashboard, click on the date range to open the calendar. - time: 12:12 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=732 text: In the calendar pop up, select February eighth twenty twenty six as the end date. - time: 12:18 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=738 text: In the calendar pop up, select February tenth twenty twenty six to finalize the date range. - time: 12:26 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=746 text: Click on the date range selector in the engagement chart. - time: 12:31 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=751 text: In the calendar pop up, select the date range from February one to February tenth twenty twenty - time: 12:37 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=757 text: six. - time: 12:41 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=761 text: Scroll through the device stat section to view detailed information. - time: 12:48 url: https://video.sendx.io/jA4aaQkfeLfqrU5w338Kgg/YKdXGgDVYwCd7gaxPqfxyw?start_time=768 text: In the navigation bar, click on group stats to view detailed statistics. ## SUMMARY # How to Create and Manage Email Lists, Design Newsletters, and Send Test Emails This guide provides a step-by-step process for creating and managing email lists, designing newsletters, and sending test emails using personalization features. ## Creating and Managing Email Lists 1. In the navigation bar, click on **Audience**. 2. Select **Lists** from the drop-down menu. 3. In the Lists section, click on **Create List**. 4. In the modal, enter the list name in the **List Name** field. 5. Select **Single Opt-in** from the List Type drop-down under Advanced Setting. 6. Click the **Create List** button to finalize the new list. 7. In the list view, select **My Email List** by clicking the checkbox next to it. 8. Click the **Import Contacts** button to begin adding contacts. 9. Drag and drop a CSV file or choose a file to upload your contacts. 10. Click the **Continue** button after the CSV upload is complete. 11. In the Match Fields section, adjust the mapping as needed. 12. Complete the mapping process by clicking on **Complete**. ## Designing Newsletters 1. In the navigation bar, click on **Campaigns** and select **Newsletters**. 2. In the Newsletters section, click on **Create Newsletter**. 3. Enter the newsletter campaign name and email subject line in the designated fields. 4. Use the **Personalization** drop-down to add a personalization tag, such as **First Name**. 5. Enter a short preview of your email content. 6. Select the sender's email address from the drop-down menu. 7. Click the **Next, Type** button to proceed. 8. Select the **Drag and Drop Editor** option for designing your email. 9. Choose a template and customize it using the Design Editor. 10. Use the **Merge Tags** option to insert dynamic content like the recipient's first name. ## Sending Test Emails 1. Click on **Send Test Email** in the navigation bar. 2. Enter the email address in the provided field and check the box to use custom fields of a specific contact. 3. Search for a contact by name or email and select the desired contact. 4. Click the **Send** button to dispatch the test email. 5. Use the preview mode to view the email design in different modes (desktop, mobile, dark mode). ## Finalizing and Sending the Campaign 1. In the Recipients section, select contacts from available lists, tags, or segments. 2. Click the **Next, Review and Confirm** button to proceed. 3. Enter the newsletter campaign name and subject line again, using personalization if desired. 4. Click the **Next, Type** button to proceed. 5. Choose the **Drag and Drop editor** for designing your email. 6. Click **Next, Schedule** to proceed. 7. Select **Auto Warmup** mode or **Send Now** to send your campaign immediately. 8. Click **Send** to initiate the sending process and **Submit** to finalize. ## Viewing Performance Metrics 1. In the navigation bar, click on **Campaigns** and select **Newsletters**. 2. View the number of emails opened and click on **Performance** for detailed metrics. 3. Use the date range selector to filter data and view detailed statistics in the dashboard.