How to Create & Send a Campaign in MailerLogic
Campaigns in MailerLogic allow you to design, personalize, segment, and send marketing emails directly from your CRM. From sending a newsletter, webinar invite, or a product update, the campaign builder is designed to be beginner-friendly while still powerful enough for advanced users.
One of the biggest advantages of MailerLogic is that it combines CRM-based audience selection, built-in compliance, responsive preview, and structured sending controls. You don’t need multiple tools to design, segment, and deliver your email.
This guide walks you through the entire process step by step.
Step 1: Create a New Campaign
Navigate to 'Emails' → 'Campaigns', then click '+ Create Campaign'.
Step 2: Name Your Email
Enter the 'Email Name' and click 'Create Email' to continue.
Step 3: Design Your Email Content
After creating the email, you will enter the content editor.
Campaign Editor – Toolbar & Block Options
Top Toolbar Options
| Icon | Name | Description |
|---|---|---|
| ➕ | Add Block | Opens the content block menu to insert elements like text, headings, buttons, images, tables, and merge tags. |
| 🧱 | Layout / Block View | Manage or switch between content block structures and layouts. |
| </> | Code View | View or edit the HTML source of your email. Useful for advanced customization. |
| ¶ | Paragraph Format | Change text style (Paragraph, Heading levels, etc.). |
| B | Bold | Makes selected text bold. |
| I | Italic | Italicizes selected text. |
| S̶ | Strikethrough | Adds a line through selected text. |
| ⋯ | More Options | Opens additional formatting tools not shown directly on the toolbar. |
| 🖌 | Clear Formatting | Removes all formatting from selected text and resets it to default styling. |
| ☰ | Text Alignment | Align text left, center, right, or justify. |
| • List | List | Create bulleted or numbered lists. |
| 🔗 | Insert Link | Add or edit hyperlinks. |
| 🖼 | Insert Image | Insert an image into the email content. |
| ⬛⬜ | Table | Insert a table for structured content layout. |
| 😊 | Emoji | Add emojis inside your content. |
| 📱 | Mobile View | Switch to mobile preview mode inside the editor. |
| ↶ | Undo | Revert the last action. |
| ↷ | Redo | Restore the previously undone action. |
| ⌨ | Keyboard Shortcuts | View available keyboard shortcuts. |
| (x) | Merge Tag | Insert dynamic merge tags like {{firstName}}, {{unsubscribe}}, or {{postalAddress}}. |
MailerLogic provides a flexible block-based editor. Click the '+' icon to add content blocks such as:
Click 'H1 Heading' to add a main title and the 'Text' to add body content.
| Icon | Block Type | Description |
|---|---|---|
| T | Text | Adds a standard text block for paragraphs and descriptions. |
| H1 | Heading | Adds a heading block for titles and section headers. |
| ☐ | Button | Adds a clickable CTA button (e.g., Register Now). |
| 🖼 | Image | Insert images such as banners, logos, or promotional graphics. |
| • | List | Adds a formatted bullet or numbered list block. |
| ⬛⬜ | Table | Insert a structured table layout. |
| ❝ | Quote | Adds a styled quotation block for testimonials or highlights. |
| </> | Code Snippet | Insert preformatted code (ideal for technical emails). |
| ― | Line | Adds a horizontal divider line to separate sections. |
| 🧱 | Layout | Create multi-column structures for advanced email design. |
| ⬜ | Wrapper | Wrap sections inside a styled container to control padding, spacing, or background color. |
| (x) | Merge Tag | Insert personalization or compliance tags directly into your email. |
Step 4: Add a Call-to-Action
Use the '+' icon to add a 'Button' to add call-to-action links.
Step 5: Customize Your Layout
You can also change the color of the button, text, and continue adding and arranging sections to build your email layout.
Step 6: Ensure Compliance
{{unsubscribe}}
{{postalAddress}}
These are required for compliance (such as CAN-SPAM regulations). You can insert them using the 'Insert Menu' inside the editor.
MailerLogic helps enforce compliance by making these required elements easy to insert, reducing the risk of legal or deliverability issues.
Step 7: Preview Your Email
Before sending your campaign, click 'Preview' to see how your email appears.
Step 8: Check Device Views
You can preview your email in Laptop View and Phone View.
You can also click 'Send Test Email' and send a live test to yourself.
Step 9: Send a Test Email
Enter your email address and click 'Send Test' to verify formatting, links, and personalization.
Step 10: Configure Email Settings
Open the 'Settings' section to configure your subject line, preview text, and sending identity.
Enter a 'Subject Line' and optional 'Preview Text'. Choose a recognizable 'From Name', configure your branded 'From Address' (e.g., noreply@yourdomain.com), and optionally set a 'Reply-To Address'.
Add your 'Company Name' to enable the {{companyName}} merge tag in your email body.
Step 11: Add Compliance & Personalization Settings
Enter your official company's 'Postal address', as it is required for compliance and will appear in the email footer.
You can enable 'Personalize the ‘Send To’ field,' so recipients see their name in the inbox, and add tags to organize and track your campaign performance. Once everything is configured, click 'Save' to apply the settings.
Step 12: Select Recipients
Open the Recipients section.
MailerLogic stands out here because it connects directly to your CRM. You are not uploading static lists; you are selecting dynamic, real-time contacts.
You can select an existing 'Segment', using the dropdown list.
Step 13: Apply Filters (Optional)
If you choose to 'Filter by tags & properties', you can create rules such as:
Status is equal to Subscribed
You can add multiple rules and combine them using 'AND/OR' logic.
Groups follow this format: (rule AND rule) OR (rule)
This gives you advanced segmentation control without needing technical skills.
You may also enable the option to stop sending to 'Unengaged contacts'.
Step 14: Sync Recipients
Click the button 'Sync Recipients' to lock recipients.
Step 15: Schedule the Campaign
Open the Schedule section.
Choose to 'Send Now' or 'Schedule for Later'. If scheduling, select the date, time, and correct timezone, then click 'Schedule Campaign' to finalize.
Step 16: Review Performance
After sending, you will be redirected to the campaign summary page.
Here, you can view:
-
Campaign details (name, ID, subject, sender, reply-to)
-
Options to 'Duplicate Campaign' or 'Export Report'
-
Performance tabs: Overview, Deliverability, Opens, Clicks, Links, Unsubscribes, and Bounces
The Overview section displays metrics such as Sent, Delivered, Opens, Clicks, Unsubscribes, and Bounces.
MailerLogic filters metrics by human activity (excluding bot/scanner activity) for more accurate reporting.
At the bottom, you can view the campaign date range.
Your campaign workflow is now complete.
Final Checklist Before Sending
Before scheduling or sending, make sure:
- Your subject line is clear and personalized
- Your email includes {{unsubscribe}} and {{postalAddress}}
- You have tested the email
- Your recipient filters are correct
- Your timezone is accurate
This ensures your campaigns are compliant, targeted, and optimized for deliverability.
