Skip to main content

Sending an Email Campaign

Once you've created and finalized your email templates, you're ready to send your first email campaign. This guide walks you through the process step-by-step.

Starting a New Campaign​

To begin creating a new email campaign:

  1. Navigate to Campaigns in the main menu
  2. Click the New Email Campaign button

Selecting Your Template​

The first step is choosing which template to use for your campaign:

  1. Browse through your available email templates
  2. Select the template you want to use for this campaign
  3. Click Next to proceed

Making Last-Minute Edits​

After selecting your template, you'll have one final opportunity to make edits:

  1. Review your email content and design
  2. Make any necessary last-minute changes to the template
caution

Any changes made at this stage will only apply to this specific campaign. The original template in your template library will not be affected.

  1. When you're satisfied with how the email looks, click Next

Setting Campaign Details​

Now you'll configure the core details of your campaign:

  1. Enter a Subject Line for your email

  2. Add a Preview Text that will appear in recipients' inboxes

  3. Select your Sending Email Address from the dropdown menu

    • This is especially important if you have multiple validated sending addresses

  4. Click Next to continue

Selecting Recipients​

Next, determine who will receive your campaign:

  1. Choose the Groups or Segments you want to target

    • You can select multiple groups or segments
    • The estimated recipient count will update as you make selections

  2. Review the estimated number of recipients

  3. Click Next to proceed to scheduling

Scheduling Your Campaign​

Now you'll decide when to send your campaign:

  1. Select the Date and Time when you want your campaign to be sent

  2. Choose your sending method:

    • Standard Send: Delivers your email to all recipients at the scheduled time
    • Smart Send: Begins at the scheduled time but optimizes delivery for each recipient within the next 120 hours

  3. Click Next to continue

Choosing Between Standard and Smart Send​

When deciding between sending options:

Use Standard Send when:

  • Your content is time-sensitive (sales, events, holiday promotions)
  • Your message has an expiration date
  • You need everyone to receive the information simultaneously
  • You're promoting a limited-time offer (like Black Friday sales)

Use Smart Send when:

  • Your content is not time-sensitive (monthly newsletters, general updates)
  • You prioritize engagement rates over immediate delivery
  • You're sending evergreen content
  • You want to optimize for open rates

Smart Send analyzes when each recipient is most likely to be active in their inbox and delivers your email during that optimal time window.

Finalizing Your Campaign​

The last step is to name your campaign and schedule it:

  1. Enter a Campaign Name

    • This is for internal use only and won't be visible to recipients
    • Use a descriptive name that will help you identify this campaign later

  2. Review all campaign details

  3. Click Send Campaign to schedule your campaign

Viewing Scheduled Campaigns​

After scheduling your campaign:

  1. Navigate to Campaigns → All Campaigns
  2. You'll see your newly scheduled campaign in the list
  3. The status will show as "Scheduled" with the planned send date and time

Monitoring Campaign Performance​

Once your campaign begins sending:

  1. Go to Campaigns → All Campaigns
  2. Click on your campaign name to view its performance
  3. You'll see metrics such as:
    • Open rate
    • Click rate
    • Bounce rate
    • Unsubscribe rate
    • Delivery status

Best Practices for Email Campaigns​

Timing Your Campaigns​

  • Consider your audience's time zone when scheduling
  • Business emails typically perform better on weekdays during business hours
  • Test different send times to find what works best for your audience

Subject Lines​

  • Keep subject lines under 50 characters
  • Avoid spam trigger words ("Free," "Act Now," excessive punctuation)
  • Create a sense of value or urgency
  • Consider personalizing with recipient's name or location

Campaign Testing​

  • Send test emails to yourself before scheduling
  • Preview your email on both desktop and mobile devices
  • Check all links to ensure they work properly
  • Verify that personalization tokens resolve correctly

Follow-Up​

  • Plan for follow-up campaigns based on engagement
  • Consider sending a targeted follow-up to non-openers
  • Analyze performance metrics to improve future campaigns