To create an email campaign, first go to the left hand sidebar and select messaging.
Then click create a new campaign. Enter your desired name for the campaign and select the targeting criteria, either predetermined or custom.
Then select the plans you wish to target with the email.
Notate whether the email is intended to deliver a required annual notice to participants with the slide toggle. Click continue, and then select your campaign template.
Enter in details for the email including the sender name, the reply to email address, the email subject.
Schedule when you would like the email to be sent, modify the email template to fit your needs and voice, and if needed update the CTA to redirect to a URL of your choice. Save the message.
Click the add message button if you want your campaign to consist of more than one email with different content and or delivery dates for each message. Click continue on the next page. Review recipients if needed and click confirm and activate.