---
title: How do I create an Email Campaign?
description: Learn how to use Email Campaigns to send template-based emails to up to 500 recipients at a time.
---

[2019 Knowledgebase ](https://www.cirrusinsight.com/2019-knowledgebase)

# [How do I create an Email Campaign?](https://www.cirrusinsight.com/2019-knowledgebase/support/gmail/create-email-campaign)

 Written by [N P](https://www.cirrusinsight.com/2019-knowledgebase/author/n-p) | Jul 29, 2025 2:16:12 PM

You can use Email Campaigns to send template-based emails to up to 500 recipients at a time. To create a Campaign, follow these steps:

1. From the left-side menu in Gmail, click the blue **Campaign** button (choose it from the mass email dropdown menu if necessary).

2. Type out a **Campaign Name**. Then, build your recipient list from a report, list view, CSV, or manual entry (see more information about each method below). To continue, click the green **Choose Template** button.

- **Build from Report** 
    - Search for a Salesforce report that includes the leads or contacts you want to email.
- **Build from List View**  
    - Choose whether you want to use a lead or a contact list view, and then select the list. 
    - Use the **Manage List Views** button to work with your list views in Salesforce.
- **CSV Upload**
- **Manual Entry**

**Note**: Reports and list views must include **email address**,** first name**, and **last name** fields. They should use the Salesforce standard "Email" field (rather than a custom email field).

3. From the **Templates** selection screen, decide whether you want to use a Salesforce template or a Cirrus Insight template, or if you want to create a new template. To select a template for your Campaign, simply click on the template name.

Refer to the following key that explains the functions available on the **Templates** screen:

- **A**: Choose a Salesforce template folder. 
- **B**: Refresh Salesforce templates.
- **C**: Manage templates in Salesforce.
- **D**: Choose a Cirrus Insight template folder (after clicking the radio button).
- **E**: Create a new template (and save to either Salesforce or Cirrus Insight).
- **F**: Search for a template by name (results are filtered based on your selection of either Salesforce templates or Cirrus Insight templates).
- **G**: See a preview of the template.
- **H**: Edit the template.

4. After selecting the template, double-check the preview before clicking **Continue**.

5. Cirrus Insight will then create drafts of all the emails you initiated by choosing recipients and a template in the previous steps. 

Choose the Cirrus Insight features you want to enable (Add to Salesforce, Email Tracking, Send Later, and/or Follow-up). If needed, you can review the drafts and even send the emails one-by-one. If not, just select the **Send All** button.

**Note**: Cirrus Insight will automatically create a new Gmail label based on the name of your Campaign. Select the label from the left-side menu in Gmail to review all the emails tagged with that label.

[View full post](https://www.cirrusinsight.com/2019-knowledgebase/support/gmail/create-email-campaign)

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