First steps of creating an email campaign with mailworx

When you are new to mailworx and log into your account for the first time, you can use the quick link "Create email campaign" in the start dashboard to navigate to the mailworx editor. Once you've sent your first campaign the start screen will provide a dashboard with information about your subscriber base and campaign statistics instead.
You can always find the email editor in the main menu Campaigns - Email Campaigns.

In the list of the email campaigns to work on, you'll already find "my fist mailworx campaign". It is a mini tutorial providing quick tips on how to use the editor. Have a look at it.

Add and edit a new campagin

Now click "Add" to create and edit your new email campaign.

  1. Give your campaign a name. It is not visible to your subscribers unless you add the campaign to your website archive.

  2. Choose a convincing subject line – it will have a positive effect on your opening rates.

  3. The sender's name influences open rates as well. Experiment a little bit to find out which one is the most effective. Instead of your company's name the name of a team member might have the desired success. It is even possible to personalize the sender's name, when there are different contact persons for your customers.

  4. Type in a valid email address you want to use for sending your campaign.

  5. Choose a subscriber group from the drop-down-menu when you don't want to send your campaigns to all subscribers.

Once you've saved the required settings (Button "Add and edit"), the tabs "Settings", "Content", "Check" and "Send" will appear above. Switch to "Content" to build and design your email campaign.

  1. In mailworx there are different types of article layouts you can use very flexible for your email campaigns. Just decide when editing which ones you would like to add next.

  2. Adapt the layout of your campaign to your taste. Choose your colors and font-styles in the settings. Define a preheader for your campaign in order to get higher opening rates and modify the settings for the table of contents and the footer of your email.

    Have a look at the different article types and learn how to style them.
  3. It is possible to send a test mail to yourself, your colleague or a test group for proof-reading or just to ask for a feedback.

  4. In the Live-Preview you can see how your email looks like in the HTML- or text-version, on mobile devices or check the personalization components of your email.

The main sections of a newsletter (header, intro, articles and footer) and how to add content

What you'll see first is the blank template, ready to be styled the way you like it. So we want to give you a brief overview on the different areas and placeholders of the email template.

Placeholders & preview

One important thing to know is, that you can fill all placeholders but it's not absolutely necessary. You don't need a header image? That's completely fine. Just start with the headline or the text of the introduction. Of course empty placeholders won't be displayed, when you send the email campaign. Use the preview to see how your email will be displayed on different devices.

We want to distinguish between four main areas of the template.

Preheader area

The preheader (1) is the line of text that is displayed below the subject line. If you don't use a preheader your subscribers will see something like "if this newsletter isn't displayed correctly…" in their inboxes. That's a waste of space! As you know the subject line has a major influence on email open rates - so has the preheader. Don't forget to put an important message or call-to-action there.


Header area

The header area is the first fix part of the email template and includes a link to the browser version (2), the header image (3), the intro (4) and optionally a table of contents.


Footer area

Next to an unsubscribe link, the footer contains links for forwarding the newsletter or updating subscriber preferences. You can hide these links, when you deselect the checkboxes in the campaign settings, although it is absolutely not recommended for the unsubscribe link. You can add your contact details (6)or links to your website, privacy policy or social media platforms. It is also possible to place a picture in the footer (5). Again, if you don't want to use it, just leave the placeholder blank.

Area for articles

Whenever you add a new article it will be placed between the header and footer area. mailworx email templates also support dynamic ordering, which helps you to consider individual interests (iRated Technology) or the preferences of different subscriber groups (dynamic ordering).

  • Articles with one or more columns
    You can choose a layout with one, two or three columns in the layout pure and of course individual colors for each article type or article.

  • Teaser
    Use this article type when you want to bring beautiful pictures into effect. You can add a big picture, a headline, copy and a button.

  • Shared content
    You can reuse articles for other campaigns. In the settings of the article you can find a button "convert to shared content" and add it as article in the new campaign.

  • RSS feed
    You want to use copy and pictures from your blog or other rss feeds? Select the article type "RSS Feed" to insert existing content.

  • Promotion section
    Send your campaign for free, when you use this article type in your campaign.

How to design your email campaign and adapt the email template to your taste

There are two ways to design your email campaign with mailworx.

Layout options of the campaign settings

You can modify the properties of the basic layout for each article type in the campaign settings (button "Settings" in the button bar on the top of the editor) and adjust it to your corporate design.

The advantage is, that these settings will be used for each new article you add to your email campaign, which will save you much time. You can either use the same design for all article types (settings for the basic article) or different layouts for one or more article types including the intro and footer area.

Here you can also decide whether or not you want to show a table of contents and if the background of articles should be full width or not.


How to add copy and images to your email campaign

  1. When you type in (or copy-paste) your text a tool bar appears. Use it to format your text, set links and text alignment, insert text components and so on.

  2. Drag & Drop is the fastest way to place your pictures. You can also choose an image from the media data base - just click on the place holder to pick it or upload a new one.

  3. The bar on the right side allows you to copy, delete or resort the article. Choose a style for the article in the properties and specify if you want to show its headline in the table of contents.

  4. Use this tool when a content should only be visible for a group of subscribers (among all recipients of the email campaign). Select the group and save the settings.

How to add links to your email campaign

To create a link, mark the required text and click on the link symbol or create a button (link details can be set in the settings of each article).

  1. The link name is important for a better understanding of the statistic.

  2. There are various link types you can use for your campaign:
  • Link to a website (http or https protocol )
  • Link to a ftp-server – if you want to share big files or press kits
  • Calendar entry – when a subscriber clicks on the link, an iCalendar file will be downloaded and can be saved in the outlook calendar
  • Mailto links – use this link to give subscribers the opportunity to email you
  • Links to forms – create your own forms with mailworx and use them for surveys or registrations
  • Links to landing pages  – it is possible to create simple landing pages with mailworx
  • Links to files in the media database – e.g. zip- or pdf-files
  • Anchor links – to a section / article in the newsletter
  • Link to a photo gallery – create a folder in the media database that contains all pictures you want to offer
  1. Learn more about your subscribers and the topics they are interested in. Create your own subscriber fields and let mailworx set them active when a subscriber follows a link.

  2. Collect all the subscribers with clicks on a link in a subscriber group so you can send more specific information on a topic later on.

How to get faster in creating your newsletters

  • We recommend working with one or more “master templates”. These are campaigns for which you’ve already chosen all layout options and some article types. Copy a master template campaign whenever you want to create a similar newsletter to save time.

  • Define a basic layout in the campaign settings for each article type.

  • Use drag & drop to place images

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