Send a campaign from a saved email. Choose recipients, test the email in the template editor, and review the campaign result after sending.
If you are setting up email marketing for the first time, start with Getting Started with Email Marketing.
Starting a campaign#
Go to Admin > Campaigns and choose New campaign. You'll choose your email content and recipients before sending.
Selecting your email#
Pick a saved email from the list. The campaign flow uses emails that are ready to send and are not already attached to an automation.
Using templates: Select a saved email, then check its preview and subject. The subject is set on the email itself, so edit it in Admin > Templates if you need to change it.
Use a simple saved email when you need to send a straightforward announcement. Create it under Admin > Templates before starting the campaign.
Choosing recipients#
Select Choose recipients to open the recipient picker. You can use the available tabs and search to choose people:
Customers, Leads, and Staff: Use a tab to find people, then search by name or email or choose Add all for the loaded group.
Segments: Open a saved segment and choose its members.
The recipient count updates as you make selections. Review this number before sending to ensure you're reaching the right audience.
Sending test emails#
Send a test from the email editor before the real campaign. Click Send Test Email, enter up to 10 email addresses, and send the test. Check the recipient inbox before you send the campaign.
Check your test email for:
- Subject line clarity and accuracy
- Images loading correctly
- Links working properly
- Mobile layout on your phone
- Overall appearance and readability
- Spelling and grammar
Send tests to team members for feedback on important campaigns.
Reviewing before send#
Before sending, review:
- Subject line
- Recipient count
- The saved email and its preview
- Campaign name
Double-check everything here. Once sent, you can't recall emails.
Sending the campaign#
Click Send to [number] people, then confirm with Send now. Sending cannot be undone. After the request completes, read the result shown by the campaign flow: it reports how many were sent and identifies skipped or failed recipients when those counts apply.
What happens after sending#
Your campaign appears in Admin > Campaigns after sending. Use the campaign detail view to review its result and recipient list.
Tracking campaign performance#
View campaign results in Admin > Campaigns. Click a campaign to review the available summary and recipient details:
Delivery metrics:
- Sent
- Delivery
- Opens
- Clicks
- The recipient list and sent time
Understanding batch sending#
Use the result shown after sending to confirm what happened. A selected recipient count is not a guarantee that every selected address was sent the campaign.
Best practices for campaigns#
Timing matters: Choose a send time that fits the message and your customers.
Clear subject lines: Write subject lines that clearly convey the email's purpose. "Weekend Workshop: Early Bird Pricing Ends Friday" outperforms vague subjects like "Special Offer."
Compelling preview text: The first line of your email shows in inbox previews. Make it count - summarize the main point or benefit.
One clear call to action: Each email should drive one main action - book a class, buy a package, or register for an event. Multiple competing calls dilute effectiveness.
Mobile-first design: Check the template on a phone before sending.
Test with real inboxes: Gmail, Outlook, and Apple Mail can render emails differently. Test in the email clients your customers actually use.
Segment when appropriate: Targeted campaigns to specific customer groups often outperform broad blasts. Send workshop announcements to customers who've attended before rather than everyone.
Review the result: After sending, open the campaign in Admin > Campaigns and check its summary.
Common sending issues#
Campaign not sent: Read the failure message shown by the send flow, then check the email, subject, and recipient selection before trying again.
Low engagement: Review the subject, message, and recipient selection in the campaign detail view.
Unexpected recipient count: Reopen Choose recipients and check the selected tabs or segment members before sending.
Some recipients failed or were skipped: Read the counts and details reported by the send flow and campaign detail view.
Simple saved email vs campaign#
Use the campaign flow for:
- Marketing promotions and newsletters
- Sending a saved email to selected recipients
- Previewing and testing the message before sending
- Reviewing the send result in Admin > Campaigns
Create or edit the saved email in Admin > Templates, then use the campaign flow when you are ready to choose recipients and send.
Next steps#
- Learn about Email Templates for reusable designs
- Understand Domain Verification for deliverability