How to set up email campaigns?
Overview
Jumbula’s Email Campaign feature allows you to send emails to your registered users or user lists. You can create and schedule emails for announcements, reminders, or updates, and use AI to help generate email content. It provides a simple way to keep participants informed.
Who's Involved
Admins: Configure the email campaign settings in the NG Admin Dashboard.
Recipients: The audience selected to receive the email.
Before You Begin
✅ Requires admin-level access.
✅ Setup is done in the NG (Next Generation) Admin dashboard.
Instructions
Go to the NG Admin dashboard > Business marketing > Email campaigns > Create campaign.
You need to go through three steps — Basic Information, Content, and Send — as seen on the top of the left panel. On the right panel, you can view the campaign email as you build it, including desktop and mobile previews.
Step 1 — Basic Information
Give your campaign a name of your choice. Your domain will be shown in the From field.
Reply-to
The Reply-To address in an email campaign determines where recipients’ responses are sent when they click Reply. If not set, replies go to the sender, but you can customize the Reply-To to direct responses to a specific inbox.
Cc recipients get a copy of the email, and their email addresses are visible to everyone else who receives it.
Bcc recipients also receive the email, but their addresses remain hidden from all other recipients.
Note: To set default Reply-To, Cc and Bcc email addresses, go to Business marketing > Email campaigns > Settings > Email campaign settings. Managing your Recipients
Next, decide who will receive the email campaign. The “To” section provides multiple options.
Option 1 - Add recipients from your programs
You can select recipients from specific programs or from different schedules within a single program, if applicable.
Option 2 - Add recipients from your customers
You can also select recipients from your user lists. When you click on Customers, a list of your customers will appear, allowing you to select recipients and apply filters to find your ideal audience, as shown below.
Option 3 - Add recipients from your user lists
The user list is a manually customized list that you can set up according to your specific needs. This is a one-time setup, and once created, the lists can be reused in future campaigns. You can add users manually or upload a CSV file using our template.
Tip: If you want to know how to configure and edit your user list manually, visit How to set up manual user lists for email campaign?Option 4 - Add manually
You can use this option to manually add users to the current campaign.
Option 5 - Staff
You can use this option to select recipients from your already defined staff list.
Step 2 — Content
Enter the subject line and use the available system parameters, such as {!DOMAIN-ADDRESS!} or {!PARENT-LAST-NAME!}, to personalize your message. You can view the full list by clicking the button shown in the image below. You can also attach files by clicking Upload an attachment.
The AI content generator
The AI content generator can help you create your message quickly and easily. Enter your prompt in the body and click on the AI icon at the bottom of the text editor. The AI will then create the email content for you. Use Insert to accept the content or Regenerate to try again.
Step 3 — Send
You can choose to send your campaign immediately or schedule it for later. If you select Schedule for later, the date and time fields will appear, allowing you to set your preferred time for the campaign to be sent automatically. The date and time are displayed in your local time zone. If you need to change your time zone, see 'How to Set Your Jumbula Time Zone'.
Related Topics
➡️ How to Set Your Jumbula Timezone.
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