Creating Your First Email Campaign

Welcome to SwiftMerge!

This tutorial will guide you through creating and sending your first personalized email campaign in just 5 simple steps. You'll learn how to set up a campaign, connect your data, personalize emails with merge fields, test everything, and launch your campaign with confidence.

Campaign Setup

Start by naming your campaign and selecting the Gmail draft you want to send. Make sure your draft email is already prepared in Gmail with merge field placeholders.

Campaign Name

Select Draft Email

💡 Pro Tip:

Use descriptive campaign names so you can easily identify them in your analytics later. Include the date or purpose in the name.

Select Data Source

Choose where your recipient list is stored. SwiftMerge supports Google Sheets (recommended for custom fields) and Google Contacts.

Option A: Google Sheets (Recommended)

Supports unlimited custom merge fields
Easy to manage and update your contact list
Best for large campaigns with custom data

Browse & Select Sheet

Enter Google Sheet URL

⚠️ Important:

Make sure your sheet's first row contains column headers (like "Email", "First Name", "Company"). Share the sheet so SwiftMerge can access it.

Option B: Google Contacts

Direct integration with your contacts
Auto-syncs with your Google Contacts
Works well for standard contact fields

Map Your Fields

Tell SwiftMerge which columns in your spreadsheet correspond to which merge fields in your email. This is where the personalization magic happens!

Required Fields:

Email Address Column

Available Merge Fields:

Use these in your draft email:

💡 Example Usage:

In your email draft, write: "Hi {{FirstName}}, we're excited to work with {{Company}} in {{City}}!"

Send a Test Email

Always test your campaign before sending to everyone! This ensures your merge fields work correctly and your email looks perfect.

Send Test To

Testing Checklist:

All merge fields display correctly (no {{brackets}} visible)
Formatting and layout look professional
All links are clickable and go to the right place
Subject line is personalized correctly
Email displays well on mobile devices

📤 Send Test Email

Launch Your Campaign

Choose your delivery method and launch your campaign. You can send immediately, schedule for later, or throttle for gradual delivery.

Delivery Options:

⚡ Send All Now

Immediate delivery to all recipients. Best for time-sensitive campaigns.

⚠️ Before You Send:

Double-check your recipient count and review the campaign summary. Once sent, emails cannot be recalled!

🚀 Launch Campaign

🎉 Congratulations!

You've successfully created and launched your first email campaign with SwiftMerge. Your personalized emails are now on their way to your recipients!

📊 What Happens Next?

Real-time Tracking: Monitor opens, clicks, and engagement in the Analytics dashboard
Automatic Opt-out Management: Unsubscribe requests are handled automatically across all campaigns
Performance Metrics: View detailed campaign statistics and compare performance
Campaign History: Access all past campaigns and their results anytime

💡 Next Steps:

Visit the Analytics screen to see your campaign performance in real-time. Track which recipients opened your email, clicked links, and engaged with your content!