# Getting started - Launching an email campaign

> Learn how to create, customise and launch your first email campaign with Futuria CRM. Follow our step-by-step guide and get going straight away.

Author: Futuria Support Team · Published: March 5, 2026 · Reading time: 3 min read

Source: https://futuriamarketing.com/en/supporto/guida-introduttiva-lanciare-campagna-email/

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## Getting started - Launching an email campaign

Ready to capture your audience’s attention? Launching an email campaign is one of the best ways to engage your contacts and get real results.

Whether you are promoting your services or simply staying front of mind with your customers, a well-crafted email can lift your conversions significantly. Let’s launch your first campaign right now!

### Start from an email template

Every great email campaign starts with an eye-catching template. Think of your template as the blueprint for success: it is the foundation you will build compelling messages on, over and over again. Ready to start?

1. Go to **Marketing > Email**.
2. Click the **Templates** tab.
3. Click **New**.
4. Select **[Email marketing](/en/supporto/introduzione-deliverability-email/) template**.

  ![Screen showing the selection of email marketing templates in Futuria CRM.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/92b6c561-517c-4429-b752-b99ac68affa3.png)
5. **Browse, search and filter** the available templates to find the perfect one.

  ![The email template gallery with search and filter options.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/f8d37d0b-441e-4f9d-a0e6-ed0aaeb7ed81.png)
6. **Preview** the template you want to see whether it suits you.
7. Click **Continue** to open it in the email editor.

  ![Preview of an email template with the 'Continue' button highlighted.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/3e37cbb5-33ce-4e9b-b9c2-d049417e1ecb.png)
8. This will create the template and open it in the **Builder**.

  ![The Futuria CRM email editor showing a newly loaded template.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/0a23e58f-e584-4a67-b685-c547d5b4cbc9.png)

Now you can start customising your template to make it your own!

### Edit the email template

Editing the template is where the magic happens. This is your chance to really personalise the template by adding your own touch, your brand tone and eye-catching images. Let’s perfect that template!

1. Go to **Marketing > Email > Templates**.
2. Open your chosen template in the **email editor**.

  ![The list of email templates with one specific template highlighted for editing.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/9c7c073a-1ed3-43ff-982e-69452ae7169b.png)
3. **Edit** the elements (text, images, layout) until you are happy with them.
4. Click **Save Template** to keep your changes.

  ![The email editor with the 'Save Template' button at the top right.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/f2684cc9-de96-4648-bf4f-ca86337b5e43.png)
5. To be safe, click the **three-dot action menu > Test email**.

  ![The drop-down menu with the 'Test email' option selected.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/2c57f1d5-d15b-44db-9700-ae98ee942a50.png)
6. Fill in the details such as the **sender** information and the **recipients**.
7. Click **Send test email**.

  ![The modal window for sending a test email with the fields to complete.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/d929c404-9f64-44bb-b6cb-cf96597cc82d.png)
8. Once you are happy, click **Back** to return to the email campaigns dashboard.

Your template looks brilliant! Now, why not create an email campaign to reach your audience?

### Anchor the editing panel and work with AI for emails

Create faster by placing the editing panel on the **right** and working **side by side** with **AI for emails**.

1. Open your campaign/template in the email builder.
2. Enable AI for emails (if you need it for assisted drafting).
3. Use the panel switch in the editor to move the panel to the **right** (or back to the **left**).
4. Carry on editing, previewing and publishing as usual.

### Create an email campaign from the template

With your template polished and ready, it is time to share it with your audience! Turning your template into a live campaign is simple and exciting. Let’s do it!

1. Go to **Marketing > Email > Campaigns**.
2. Click **New > Select Template**.

  ![The email campaigns screen with the 'New' button and the 'Select Template' option.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/b0191bbe-c246-4236-9c69-f0502ea1c6bf.png)
3. Alternatively, you can select the **Templates tab > click the three-dot action menu** next to your chosen email template and select **Create Campaign**.

  ![A template's drop-down menu with the 'Create Campaign' option highlighted.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/120e0696-158b-45fb-a32a-2753037338b2.png)
4. With your template open, click **Send or Schedule**.

  ![The email editor with the 'Send or Schedule' button at the top right.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/08aef648-610a-4401-80a7-e915fc2aadd6.png)
5. **Configure** your email options (such as selecting the recipients and enabling tracking).
6. Click **Review and Send**.

  ![The email campaign sending configuration screen with the 'Review and Send' button.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/b7d06c7d-388f-4d80-98cb-6d374dd402c2.png)
7. Sit back and **watch** the status change from Sending to Sent: congratulations!

  ![The email campaign list showing the 'Sending' status.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/88c4a6cb-2586-48d0-ba9f-54acd76d13b5.png)

  ![The email campaign list showing the 'Sent' status.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/8d9b88c9-ba4c-4024-a5b6-c1530ef9c3fd.png)

Feeling pleased? Excellent! Now, consider analysing your campaign statistics to see how your audience is engaging.
