How to Manage Email Campaigns
Email campaigns let you send one message to a selected audience of clients, leads, or both. The campaign page shows recipient progress and delivery results.
Creating a Campaign
Open Campaigns, select New Campaign, and complete the campaign form.
- Campaign name: A name that helps you identify the campaign.
- Subject line: The subject recipients will see.
- Audience: Choose all clients, all leads, or both groups.
- Message: Write the email content.
- Schedule: Enter the delivery time in your profile timezone. Saving a draft does not send it; review recipients and select Send Now to queue delivery for that time.
- Send rate: Choose how many emails can be sent each minute.
Reviewing and Sending
Open a campaign to preview its recipients and review the message. A draft or failed campaign can be sent with Send Now. You can remove individual recipients before sending.
Checking Results
The campaign details show whether the campaign is a draft, sending, sent, or failed. Recipient results show queued, sent, failed, or skipped when a recipient has opted out.
Deleting a Campaign
Open the campaign, select Delete, and confirm the action.
Tip:
Preview the recipient list and send yourself a careful final read before starting a large campaign.