📧 Creating Email Campaigns

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Welcome to Jarvis’s step-by-step guide to Creating Email Campaigns that drive engagement and conversions.

🔍 Overview

Creating email campaigns in Jarvis is simple, flexible, and designed to convert. Whether you’re sending newsletters, offers, or onboarding flows, Jarvis helps you deliver messages that matter.

✏️ Create an Email Campaign

Step 1: Navigate to the Campaigns module and click on + Create Campaign
Step 2: Select Email as your channel
Step 3: Give your campaign a meaningful name (e.g. “Welcome Series - Day 1”)
Step 4: Click Continue

🎯 Choose Your Target Audience

• Choose from:
  • Live Segments (auto-updating segments)
  • Static Lists (uploaded CSVs or saved filters)
  • All Users (only recommended for broad updates)

💡 Pro Tip: Use behavioral segments (like “Opened app in last 7 days”) to drive better engagement!

🎨 Design Your Email

Jarvis provides multiple editor options:

• Drag & Drop Editor: No-code visual builder
• HTML Editor: For complete control over design
• Saved Templates: Reuse tested and approved designs

Don’t forget to:

• Add a subject line and preview text
• Personalize with dynamic variables (e.g., ``)
• Test your email with the Preview and Send Test options

⏱️ Configure Delivery Settings

• Schedule Type:
  • Send Immediately
  • Schedule for Later
  • Trigger via API

• Send Time Optimization (STO):
  Let Jarvis choose the best time for each user based on past open behavior.

• Frequency Capping:
  Respect user preferences by limiting how often they hear from you.

🚀 Review & Launch

• Double-check:
  • Audience
  • Content
  • Timing
• Click Launch Campaign

✅ Jarvis will now take care of delivery, reporting, and engagement tracking.

🧭 Next Steps

Check out these helpful guides:

• 📈 Analyzing Email Campaign Performance
• 🧪 A/B Testing Email Content
• 🛠️ Creating Email Templates

Last updated: July 2025