Your first campaign

A step-by-step guide to creating and sending your first email campaign in UbiQuity.

UbiQuity's Email module is the best place to start. Before sending your first campaign, make sure your database is configured for email and you have contacts ready to send to — see First Time Setup if you haven't done this yet.

Once you're set up, there are a few different ways to send depending on what you need.

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Creating your first email

Mailouts — The simplest place to start. Create a one-off email, target the right contacts using filters, and schedule your send.

Automated Mailouts — If you want emails to send automatically based on dates or contact data — such as a welcome email or a birthday message — set up an Automated Mailout.

Not sure which to use? Start with a standard Mailout to get familiar with the platform, then explore Automated Mailouts once you're comfortable.

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Other channels and tools

Once you're familiar with email, UbiQuity has a range of other tools to help you engage with your contacts.

• Forms — Capture contact data and trigger follow-up emails

• Surveys — Collect responses and trigger communications based on answers

• Events — Manage event registrations and send event-related communications

• TXT — Send one-off or automated TXT messages to contacts in your database

• Push — Send push notifications to users of your mobile app