Getting Started - Launch an Email Campaign

Ready to connect with families? Launching an email campaign is one of the most effective ways to engage parents and fill your enrollment slots. Whether you're promoting open house events, sharing program updates, or nurturing waitlist families, a well-crafted email keeps your center top of mind.

Let's get your first campaign launched!

Table of Contents

Start From An Email Template

Every successful email campaign starts with a great template. Your template is the foundation you'll use to create consistent, professional messages for families.

Here's how to get started:

  1. Navigate to Marketing > Emails.
  2. Click the Templates tab.
  3. Click New.
  4. Select Email Marketing Templates.
  5. Browse available templates to find one that fits your message.
  6. Click Preview to see how it looks.
  7. Click Continue to open it in the Email Editor.
[SCREENSHOT: Email Templates library showing childcare-appropriate template options with the New button and preview interface]

This opens your template in the Builder, where you can customize it for your center.

Pro Tip: Choose templates that match your center's brand and the type of message you're sending—whether it's a tour invitation, enrollment reminder, or monthly newsletter.

Learn More:

  • Email Templates vs Email Campaigns
  • How to Add Your Email Templates to the Template Library

Edit Email Template

Now it's time to make the template your own. Add your center's personality, update the messaging for your families, and include relevant details about your programs.

To customize your template:

  1. Navigate to Marketing > Emails > Templates.
  2. Open your chosen template in the Email Editor.
  3. Adjust text, images, and layout to match your brand.
  4. Click Save Template to keep your changes.
[SCREENSHOT: Email Builder interface showing a childcare email being edited with text and image customization options]

Test before you send:

  1. Click the 3-dot action menu and select Test Email.
  2. Fill in sender information and recipient email addresses.
  3. Click Send Test Email.
  4. Review the test email in your inbox to ensure everything looks perfect.
  5. Click Back to return to your Email Campaign Dashboard.

Pro Tip: Always send a test email to yourself and check it on both desktop and mobile. Most parents read emails on their phones!

Work Smarter with Email AI

Speed up your email creation by using Enrollio AI alongside the Email Builder.

To dock the edit panel and work with AI:

  1. Open your campaign or template in the Email Builder.
  2. Enable Enrollio AI if you want assistance with drafting.
  3. Use the panel switch to move the edit panel to the right side of your screen.
  4. Continue editing, preview, and save as usual.
[SCREENSHOT: Email Builder with AI panel docked on the right side, showing split-screen editing view]

Create Email Campaign from Template

Your template is polished and ready. Now let's send it to families!

To launch your campaign:

  1. Go to Marketing > Emails > Campaigns.
  2. Click New > Select Template.
    • Or, go to the Templates tab, click the 3-dot menu next to your template, and select Create Campaign.
  3. With your template open, click Send or Schedule.
  4. Configure your email options:
    • Select which families should receive this email
    • Enable tracking to see who opens and clicks
    • Choose to send immediately or schedule for later
  5. Click Review and Send.
  6. Watch the status change from Sending to Sent.
[SCREENSHOT: Campaign creation interface showing recipient selection, scheduling options, and the Review and Send button]

Congratulations! Your email campaign is on its way to families.

Pro Tip: Consider scheduling emails for Tuesday through Thursday mornings (9-10 AM) when parents are most likely to check their inbox.

Learn More:

  • How to Send a Regular Email Campaign (Send Now or Schedule)
  • Different Email Sending Methods – Send Now, Schedule, and Batch
  • How to Use the Email Builder
  • Preview and Test Your Email Campaigns

Next Steps

Want to see how your campaign performed? Check your campaign analytics to see which families opened your email, clicked links, and took action. This insight helps you refine your messaging and send even more effective emails in the future.

Related Articles:

  • Getting Started - Automatic Email and Text Message Follow-ups
  • How to Preview & Test Your Email Campaigns
  • Understanding Email Campaign Analytics