Set Up Campaign Emails
Configure sender identity, presets, campaign overrides, test emails, and launch-ready copy.
Use this walkthrough before launching a campaign that sends partner emails from JV Copilot.
Video walkthrough
Add the full video walkthrough for this tutorial here once it is recorded.
Set Sender Identity
Sender identity controls the name and alias partners see on JV Copilot campaign emails.
Choose Presets Or Campaign Overrides
Use a preset when the same copy should apply across campaigns. Use a campaign override when one launch needs different dates, positioning, or instructions.
For first-time setup, create the reusable preset first, then adjust individual campaign emails only where needed.
Review Email Types
Review each email in the campaign workflow:
- Intro email.
- Follow-up emails.
- Form completion email.
- Dashboard link email.
- Kickoff email.
- Thank-you email.
Check dates, partner instructions, links, and placeholders before sending tests.
Send A Test Email
Next Step
Return to the campaign launch checklist after sender identity, email copy, and test emails are ready.
Related Feature Guides
- Sender Identity — configuring the sender name and alias in depth.
- Email Presets & Templates — building reusable presets and template copy across campaigns.
- Email Types Reference — what each campaign email type does and when it sends.
- Sending — how JV Copilot queues, sends, and tracks campaign emails.
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