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Email campaigns and templates

How to create and send an email campaign

In Marketing › Emails › Campaigns, click New, pick a template or start from scratch, edit the email in the builder and click Send or Schedule. Choose your recipients, review and send.

Updated on

Before you start

  • Have your contacts imported into Contacts and, ideally, organized with tags or Smart Lists.
  • For good deliverability, have a verified sending domain and a sender on that domain.
  • Make sure your emails include an unsubscribe link.
  • Only send to contacts who agreed to receive your emails.
Where to find it

Marketing › Emails › Campaigns › New

Step by step

Create the campaign

  1. In the left menu, open Marketing and click Emails.
  2. Open the Campaigns tab and click New.
  3. Pick a template from the library (you can search and preview) or start with a blank template. You can also start from one of your own templates: in Templates, open the template's three-dot menu and choose Create Campaign.
  4. The email opens in the builder. Drag in elements (text, image, button, divider, footer) and click each one to edit it.
  5. Fill in the Subject, the preview text and the sender (From Name and From Email).
  6. Use Custom Values to personalize, for example with the contact's first name.
  7. Click Save.

Send a test

  1. In the builder, open the three-dot menu and choose Test Email.
  2. Enter the sender and the address that should receive the test.
  3. Click Send Test Email and check the email on both desktop and phone.

Send or schedule

  1. Click Send or Schedule.
  2. Choose your recipients: contacts, tags or a smart list.
  3. Choose whether to send now or schedule it for a date and time.
  4. Check the tracking options (opens and clicks).
  5. Click Review and Send.
  6. The campaign status changes from Sending to Sent. Click the campaign to see its stats (delivered, opened, clicked, bounced and unsubscribed).

Tips

  • Short, honest subject lines (under about 50 characters) work best on mobile.
  • Balance text and images: if images don't load, the message should still make sense.
  • For large lists, send in batches instead of all at once.

Common problems

  • The test email shows "An error occurred, please try again" → Look for broken custom values (a missing } or three {{{), check that addresses are typed correctly (for example, no comma instead of a dot) and that From Email is an actual email address, not a name.
  • Some contacts didn't get the campaign → Contacts whose email is marked invalid (bounced) or who have email DND turned on don't receive sends. Check the details in the campaign stats.
  • Campaign emails are landing in spam → Review your sending domain, sender, list and content. See the article on emails going to spam.

Frequently asked questions

What's the difference between a template and a campaign?

A template is the reusable email design. A campaign is a specific send of that email to a group of contacts.

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