Getting started with your first campaign

It’s easy as 1, 2, 3.

Here’s what to do next as our team prepares your first campaign

Add Your Target List

Upload your email subscriber list to your Campaign Monitor account

Complete Your Setup

Complete the marketing questionnaire and invite relevant team members to join the program

Review Your Campaign

Check your first campaign draft for any branding on content changes

Get your list ready & uploaded

To start sending campaigns you will need to upload your subscriber list to your Campaign Monitor account. You can update or remove subscribers at any time. 

Importing your email list from a file is the fastest way to add subscribers. You’ll want to be sure your file is ready to import by following these steps:

  1. Make sure your list is up-to-date
  2. Make sure your list is in the correct format
  3. Remove extra tabs

While there is a minimum of 50 email addresses required to start sending, we recommend working up to a target list of over 200 email subscribers for optimal results.

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Complete your account set up

To ensure maximum success on the program we recommend completing the following steps to have the most up to date information about you and your company:

  • Marketing questionnaire
  • Set your communication preferences
  • Add your team members
  • Book monthly receipt reminder
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Review & approve your campaign

We combine a mix of thought leadership, vendor, and lead generation content to create a unique campaign branded to your company.

Once your draft is ready, we’ll send you an email with a link to

If you’re happy with how it looks, then take no action and your campaign will automatically be scheduled to send 4 business days later.   

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Monthly campaign management

To have as much success as possible on this program you will need to be engaged on a monthly basis by:

  • Reviewing & approving your monthly email campaigns
  • Sharing your content to LinkedIn
  • Following up on leads & opportunities
  • Submitting closed sales

We’ve prepared a monthly checklist that will help your campaigns run efficiently and your sponsor is satisfied with your participation requirements. 

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