Sending Email Campaigns
Send your email campaigns to all contacts or specific segments.
Before Sending
Make sure you have:
- Completed email design
- Set subject line and preview text
- Configured from name
- Added required content blocks
Sending Options
Send Now
Emails are sent immediately to all recipients.
Schedule for Later
Choose a specific date and time to send emails automatically.
Choosing Recipients
All Contacts
Send to everyone in your Master List (excluding unsubscribed contacts).
Specific Segment
Select a saved segment to target specific contacts.
Unsubscribed contacts are automatically excluded from all campaigns.
Send Dialog
When you click Send Email:
1. Select Recipients
Choose:
- All contacts (default)
- Specific segment from dropdown
Contact count shows how many people will receive the email.
2. Choose Timing
Send Now:
- Emails send immediately
- Cannot be cancelled once sent
Schedule:
- Select date and time
- Can be cancelled before scheduled time
- Appears in scheduled emails list
3. Test Email (Optional)
Send a test email to yourself before sending to contacts:
- Enter your email address
- Click Send Test
- Check your inbox
- Verify content, links, and formatting
4. Send
Click Send Now or Schedule to confirm.
After Sending
View Sent Emails
Go to your organization dashboard to see:
- All sent campaigns
- Send date and time
- Recipient count
- Email statistics (opens, clicks)
Scheduled Emails
Scheduled campaigns appear in your email list with:
- Scheduled date and time
- Option to unschedule (cancel)
To cancel a scheduled email:
- Find the email in your list
- Click Unschedule
- Confirm cancellation
Email Statistics
After sending, track:
- Open rate
- Click rate
- Bounce rate
- Unsubscribe rate
View detailed stats on the email details page.
Best Practices
- Always send a test email first
- Review preview before sending
- Double-check recipient selection (all vs segment)
- Verify all links work
- Check subject line and preview text
- Schedule during optimal send times
Troubleshooting
Send Button Disabled
Check:
- Subject line is filled in
- Email has content
- From name is set
- Valid recipients selected
No Recipients Found
- Ensure your Master List has contacts
- Check segment has contacts if using segment filter
- Verify contacts are not all unsubscribed
Test Email Not Received
- Check spam folder
- Verify email address is correct
- Wait a few minutes (may be delayed)