Help Center

Creating a New Email Campaign

Page referenced in this article: email marketing campaigns page.

Creating an email campaign in LeadCenter starts with a visual campaign designer. When you create a new campaign, LeadCenter automatically adds the required building blocks so you can configure the schedule, choose the audience, and select the email that will be sent.

Before You Start

Before creating a campaign, make sure:

• Your Email Marketing subscription is active
• Your sending email address is configured
• You have an email template ready to use
• You know which audience segment you want to target

How to Create a New Campaign

1. Go to Marketing → Email marketing → Campaigns.
2. Click New campaign in the top-right corner.
3. In the Create campaign window, enter:
   • Name — required
   • Description — optional
   • Owner — the team member responsible for the campaign
   • Category — optional
   • Source — optional
4. Click Save.

After saving, LeadCenter opens the campaign designer.

The Campaign Designer

New campaigns open with three connected nodes already added:

1. Schedule — controls when the campaign will send
2. Contact Filter — defines which contacts should receive the campaign
3. Send Email — selects the email template and sending address

Click any node to open its settings panel and configure it.

What You Can Do at the Top of the Designer

At the top of the campaign designer, you will see these main actions:

• Save — saves your work as a draft
• Edit details — updates the campaign name, description, owner, category, or source
• Delete — removes the campaign

A blue information bar at the top shows the current campaign status, such as Draft.

Saving Your Campaign

When you click Save, LeadCenter gives you two options:

• Save — keeps the campaign as a draft without scheduling it
• Save & Schedule — saves the campaign and immediately schedules it using the configured date and time

If you are still building the campaign, use Save. If everything is ready and the schedule is configured correctly, you can use Save & Schedule.

What Happens Next

After creating the campaign shell, the next steps are:

1. Configure the Schedule node
2. Configure the Contact Filter node
3. Configure the Send Email node
4. Save the campaign as a draft or schedule it

Each node must be configured correctly before the campaign can send. Unconfigured nodes show validation warnings in the designer.

Best Practices

• Use clear campaign names that describe the audience or purpose, such as March 2026 Newsletter or Spring Client Update.
• Add a description if your team manages many campaigns and needs more context.
• Save early and save often while building the campaign.
• Do not schedule the campaign until all three nodes are configured and free of warnings.

Frequently Asked Questions

Can I create a campaign without publishing it right away?

Yes. You can save the campaign as a draft and return to it later.

What nodes are added automatically when I create a new campaign?

LeadCenter automatically adds:

• Schedule
• Contact Filter
• Send Email

Can I edit the campaign details after creating it?

Yes. Use Edit details at the top of the designer to update the campaign name, description, owner, category, or source.

What does Save & Schedule do?

It saves the campaign and immediately schedules it to run at the configured date and time.

If you need help creating your first campaign, contact support@leadcenter.ai.