---
title: How to Create a New Email Campaign
description: In this article, we'll cover the steps to create a new email campaign, empowering you to effectively engage your audience and optimize your marketing efforts.
---

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# How to Create a New Email Campaign

## In this article, we'll cover the steps to create a new email campaign, empowering you to effectively engage your audience and optimize your marketing efforts.

Newsletter campaigns serve as robust tools to uphold efficient communication with your clients in Pabau. They provide various advantages, such as precise outreach, valuable insights derived from statistics, and the capability to maintain a personalized and professional approach. In this guide, we'll guide you through the steps of creating and managing newsletters in Pabau.

#### **Step 1:** **Navigate to Broadcasts**

[Log in to your Pabau account](http://app.pabau.com/), and in the left sidebar menu, click on Marketing, then click on [Broadcasts](https://app.pabau.com/marketing/broadcasts).

![image-png-May-21-2026-09-33-44-2856-AM](https://support.pabau.com/hs-fs/hubfs/image-png-May-21-2026-09-33-44-2856-AM.png?width=670&height=385&name=image-png-May-21-2026-09-33-44-2856-AM.png)

 

#### **Step 2: Review Existing Campaigns**

On the left side, view existing newsletter campaigns categorized by status - Ongoing, Draft, and Completed. In the center, see campaign details such as status, name, subject, sent date, recipients, and performance statistics.

![image-png-Dec-19-2023-01-45-36-8760-PM-Jan-26-2024-10-27-40-3718-AM](https://support.pabau.com/hs-fs/hubfs/Marketing%20and%20Communications%20article%20category/image-png-Dec-19-2023-01-45-36-8760-PM-Jan-26-2024-10-27-40-3718-AM.webp?width=670&height=212&name=image-png-Dec-19-2023-01-45-36-8760-PM-Jan-26-2024-10-27-40-3718-AM.webp)

#### **Step 3: Initiate a New Email Campaign**

To start a new email campaign, click "Create Campaign" in the top right corner. In the "Select a channel" window, choose "Email".

#### **Step 4: Campaign Creation Sections**

The newsletter creation page is divided into four parts: Settings, Design, Audience, and Send or Schedule.

**Settings Tab:** Provide the campaign title (for internal purposes) and the email subject (visible to clients). Choose the campaign type: Standard (one-time) or Automated.

**Design Tab:** Choose a preexisting template or code your own. 

\- If using a preexisting template, click on the desired template, then click "Next" in the top right corner.

![image-png-Dec-22-2023-07-28-08-3360-PM-Jan-26-2024-10-27-41-8025-AM](https://support.pabau.com/hs-fs/hubfs/Marketing%20and%20Communications%20article%20category/image-png-Dec-22-2023-07-28-08-3360-PM-Jan-26-2024-10-27-41-8025-AM.webp?width=641&height=318&name=image-png-Dec-22-2023-07-28-08-3360-PM-Jan-26-2024-10-27-41-8025-AM.webp)

 This opens the design editing page, where you can drag and drop elements to reorder, change text, and edit components.

Add a new component (columns, heading, text, image button, divider, HTML code, or a menu) by closing the editing menu (clicking the X button or outside the template).

Drag and drop the desired component and proceed to edit. Add blocks or modify elements like text color, background color, and font family by clicking on "Body."

<iframe src="https://play-eu1.hubspotvideo.com/v/25852664/id/88790890967?autoplay=true&amp;loop=true&amp;muted=true&amp;hidden_controls=true&amp;parentOrigin=https%3A%2F%2Fsupport.pabau.com&amp;renderContext=hubl-iframe#hsvid=a81cefd5-feb5-47ab-ae82-99727eaa6080" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial;" loading="lazy" data-hsv-id="88790890967" data-hsv-style="" data-hsv-width="625" data-hsv-height="351" data-hsv-autoplay="true" data-hsv-loop="true" data-hsv-muted="true" data-hsv-hidden-controls="true" data-hsv-full-width="false"></iframe>

\- If coding your own template, click on "Code Your Own," input HTML code, and preview the email before saving the code.

**NOTE**: The templates you've created on your own will be added in the Custom Templates category of the Design tab, right below the Premium templates.

**Audience Tab:** Here you can choose who will receive your SMS campaign. If you want all clients to receive it, click on "All Clients".

If you choose to send it to all clients, you can easily select only clients who have opted into Newsletters. Additionally, you can filter clients by labels. To learn more about client labels, read [this article](https://support.pabau.com/en/pabau2/clients-1?hsLang=en#how-to-assign-label-to-client).

![image-png-Dec-22-2023-07-41-14-3392-PM-Jan-26-2024-10-27-37-1863-AM](https://support.pabau.com/hs-fs/hubfs/Marketing%20and%20Communications%20article%20category/image-png-Dec-22-2023-07-41-14-3392-PM-Jan-26-2024-10-27-37-1863-AM.webp?width=339&height=420&name=image-png-Dec-22-2023-07-41-14-3392-PM-Jan-26-2024-10-27-37-1863-AM.webp)

If you wish to send it only to a specific group of clients, click on "Client groups" and select the group you need. 

To create a new client group, follow the steps provided in [this article](https://support.pabau.com/en/pabau2/how-to-create-client-groups-for-targeted-marketing-campaigns?hsLang=en).

**Send or Schedule Tab:** In this final step, you can choose to send your campaign immediately by clicking **"Send Campaign Now"**, or schedule it by expanding the **"Schedule campaign"** field and selecting a date and time.

You can also review who will receive the campaign by clicking the **"View Recipients"** button.

![image-png-Sep-30-2025-11-22-28-5533-AM](https://support.pabau.com/hs-fs/hubfs/image-png-Sep-30-2025-11-22-28-5533-AM.png?width=399&height=251&name=image-png-Sep-30-2025-11-22-28-5533-AM.png)

#### **Step 5: Campaign Completion**

The campaign will appear in the Newsletter tab on the Broadcasts page, initially marked as "Processing" until sent, then changing to "Sent" status.

 

**NOTE:** You can also learn about [this topic](https://academy.pabau.com/courses/marketing-101/lessons/overview/topics/overview-of-newsletters/) by watching a lesson on [Pabau Academy](https://academy.pabau.com/courses/).

In addition, we suggest reading our [Broadcasts](https://support.pabau.com/en/pabau2/broadcasts?hsLang=en) article for a more in-depth exploration of this topic.

---

For [more guides](https://support.pabau.com/en/pabau2?hsLang=en), refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the [Pabau Academy](http://academy.pabau.com/courses). It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau. 

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- [For Patients: How-to Guides](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#main-content)

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- [Care Plus Upgrade](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#main-content)

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- [Marketing Plus upgrade](https://support.pabau.com/en/pabau2/marketing-plus-upgrade?hsLang=en#main-content)

    - [Getting started](https://support.pabau.com/en/pabau2/marketing-plus-upgrade?hsLang=en#getting-started)
- [Labels](https://support.pabau.com/en/pabau2/labels?hsLang=en#main-content)

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- [Engage](https://support.pabau.com/en/pabau2/engage?hsLang=en#main-content)

    - [Getting Started](https://support.pabau.com/en/pabau2/engage?hsLang=en#getting-started)
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- [Insurance Billing](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#main-content)

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    - [Canon Ultrasounds](https://support.pabau.com/en/pabau2/ultrasound-configuration-dicom-setup?hsLang=en#canon-ultrasounds)

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