# Configure Email Campaign

## Create Email

Go to **Marketing** and click on **Email**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FWFH4QtjXoevL5eiLfM1G%2F0.png?alt=media)

Click on **+ New Email** Button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FQNmjbgF0ICBwHo4q7kww%2F1.png?alt=media)

User can configure two types of email i. e. **Instant** and **scheduled**

To **Instant** type of email

Click on type dropdown and select **Instant** type

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FSjxGqiSLoqq4cdx35a2p%2F2.png?alt=media)

For **schedule** email: You need to add schedule date and time

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FYaPcSfL69PbIIuWvBC9L%2F3.png?alt=media)

Click on **source entity** field and select the source entity, those who you want to send the email![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FjButMxt4uOjCOTJTEoYn%2F4.png?alt=media)

Click on **next** button then jump to next tab i.e. Configure target and email

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F6k8iSQ8vh049iGO02g8a%2F5.png?alt=media)

## Configure target and email

Click on **Configure Condition**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F9hWw5iANeQGQqCC1ax3o%2F6.png?alt=media)

Select email of employee whose you want to send email

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FFk9y5V1K9JckY6MBs3X8%2F7.png?alt=media)

Click on **Ok** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FkmRfeDMXmxuC1HM0Hgvs%2F8.png?alt=media)

Click on configure button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F6OTu5VOeT0ZbbWGUgwRm%2F9.png?alt=media)

Enter the all details You want to send and click on **OK** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FgXZPi7K3fHNHzxzyGy12%2F10.png?alt=media)

Click on **Update** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FilHFiuIut19rxK7PBFco%2F11.png?alt=media)

You can view email preview in **Preview and Send** tab

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FHXFZYk5HHKialdVURo8D%2F12.png?alt=media)

When click on send button Email will be **Sent**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FAhwbop3rg9NkufnggRLy%2F13.png?alt=media)

Before sending a mail, the mail is on a draft mode, You can see when select **Draft** option

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FJAqQplqpDakzYe2855NA%2F14.png?alt=media)

After sending **Instant** mail, The mail is on executed mode, You can see when select **Executed** option

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FtBDUkyP8Ze0Yp00vcFgd%2F15.png?alt=media)

If you want to **archive** email then click on the Action (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FueZgwzF61l1SxSeEGpwT%2F16.png?alt=media) and select archive option

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FYqFw5WbDbnR3hgpn6rlb%2F17.png?alt=media)

After archived a mail, You can see when select **Archived** option

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FlezFbrhE1uiAYJOITKzN%2F18.png?alt=media)

After sending **scheduled** mail, The mail is on scheduled mode, you can see when select **Scheduled** option

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FiweFaLgEmvscQuDYuCeb%2F19.png?alt=media)

Click on the Action (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FQ1z6nJxhHtLYq317bjFB%2F20.png?alt=media) for the email which you would like to delete and click the **Delete** button

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fa5rtct1c58Sd1Vo6TGVv%2Fimage.png?alt=media&#x26;token=0c47da9c-1a8d-4d26-83c3-59be992da324" alt=""><figcaption></figcaption></figure>
