Sending email campaigns to your customers can increase business, encourage customer loyalty, and enhance your customer relationships. The Engagement tool allows you to use templates or HTML code to create email campaigns and communicate with large groups of customers at once.

This article offers step-by-step instructions for how to create and send email campaigns with the Engagement tool using a template and using HTML code.

Note: The Engagement tool is only accessible from the desktop version of GoSite. It is not accessible from the mobile app.


Table of Contents:

  1. Creating and sending an email campaign using a template

  2. Creating and sending an email campaign using HTML code


Creating and sending an email campaign using a template

  1. Log in to GoSite on your computer.

  2. Open the "Engagement" tool from the menu on the left.

  3. Click the "Create New Campaign" button in the top right corner.

  4. Click the "Create Custom Email" button.

  5. Hover your cursor over a template for the options to preview and choose it.

  6. Click the "Choose" button to select the template.

  7. Customize the template by dragging and dropping buttons, paragraphs, text, and links.

  8. Once you're done customizing your email campaign, click the "Continue" button on the right side.

  9. On the "Campaign Setup" page, input your campaign name and email subject.

    Campaign Name: Choose a unique name for each campaign to distinguish it from others. (Example: $15 Coupon - November 2021)

    Email Subject: The subject line of your email, visible by all recipients. (Example: Get $15 off your next visit!)

    Sender Name: Pulled from the "My Account" section of GoSite. This section is not editable from this page.

    Sender Email: Pulled from the "My Account" section of GoSite. This section is not editable from this page. When a recipient of your campaign replies to the email, they will be directed to this email address.

  10. Click the "Continue" button on the right.

  11. On the next page, you can select who you would like to send the email campaign to.

    Choose "Send to all Contacts" to send the campaign to all of the contacts in your Contact Hub that have email addresses associated with them.

    Choose "Send Manually & To Groups" to select a specific group or groups to send the campaign to.

    Check the "Select All" box to send the campaign to all of the groups in your Contact Hub, or check the box of each group you would like the campaign to be sent to.

    You can add individual email addresses by typing in the "search an email address" field. Click the "+ Add" button to add each email.

  12. Click the "Continue" button.

  13. Review your campaign.

    You can make edits by clicking the "Edit" or "Change" button next to the field you would like to make changes to. Don't forget to click the "Save" button to save your changes.

  14. You can now choose to either send, schedule, or save your campaign.

    If you are ready to send the email right away, click the "Send" button.

    To schedule the email campaign for a future date/time, click the "Schedule This Mail" button. (Note: For detailed instructions on how to schedule a campaign, check out Scheduling an Email Campaign.)

    To save your campaign as a draft, click the "Save & Exit" button.

    You can view and access your sent campaigns, scheduled campaigns, and campaign drafts from the main Engagement page.


Creating and sending an email campaign using HTML code

  1. Log in to GoSite on your computer.

  2. Open the "Engagement" tool from the menu on the left.

  3. Click the "Create New Campaign" button in the top right corner.

  4. Click the "Copy & Paste HTML Code" button.

  5. Under "HTML Text Editor," paste your HTML code.

  6. Click the "Continue" button on the right.

  7. Once you've entered your HTML code, click the “Continue” button on the right side.

  8. On the "Campaign Setup" page, input your campaign name and email subject.

    Campaign Name: Choose a unique name for each campaign to distinguish it from others. (Example: $15 Coupon - November 2021)

    Email Subject: The subject line of your email, visible by all recipients. (Example: Get $15 off your next visit!)

    Sender Name: Pulled from the "My Account" section of GoSite. This section is not editable from this page.

    Sender Email: Pulled from the "My Account" section of GoSite. This section is not editable from this page. When a recipient of your campaign replies to the email, they will be directed to this email address.

  9. Click the "Continue" button.

  10. On the next page, you can select who you would like to send the email campaign to.

    Choose "Send to all Contacts" to send the campaign to all of the contacts in your Contact Hub that have email addresses associated with them.

    Choose "Send Manually & To Groups" to select a specific group or groups to send the campaign to.

    Check the "Select All" box to send the campaign to all of the groups in your Contact Hub, or check the box of each group you would like the campaign to be sent to.

    You can add individual email addresses by typing in the "search an email address" field. Click the "+ Add" button to add each email.

  11. Click the "Continue" button.

  12. Review your campaign.

    You can make edits by clicking the "Edit" or "Change" button next to the field you would like to make changes to. Don't forget to click the "Save" button to save your changes.

  13. You can now choose to either send, schedule, or save your campaign.

    If you are ready to send the email right away, click the "Send" button.

    To schedule the email campaign for a future date/time, click the "Schedule This Mail" button. (Note: For detailed instructions on how to schedule a campaign, check out Scheduling an Email Campaign.)

    To save your campaign as a draft, click the "Save & Exit" button.

    You can view and access your sent campaigns, scheduled campaigns, and campaign drafts from the main Engagement page.


Still need help?

Visit us at gosite.com to chat, or email us at [email protected].

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