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Create an email campaign

Email Campaigns use a five-step builder at /email-campaigns/create. Send to All Contacts or a Smart List, with optional A/B subject testing and scheduled delivery. Header shows Create New Campaign with step progress (1 through 5 of 5). Footer: Previous, Save as Draft, Next, and on the final step Send Campaign or Schedule Campaign.

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Who can do this​

Marketing users with email campaign create permission.

Before you begin​

What you'll accomplish​

  • Campaign saved as draft or sent/scheduled
  • Analytics at /email-campaigns/:campaignId/analytics after delivery

Step-by-step procedure​

Open the builder​

  1. Sidebar → Email Campaigns → Create Campaign.

Step 1 — Campaign Details​

FieldNotes
Campaign NameInternal label for reports
Email SubjectInbox subject line
From NameDisplay name recipients see
From EmailMust use verified domain
Reply-To (optional)Replies route here
Enable A/B TestingAdds Alternative Subject Line, Test Percentage
Select Next.

Step 2 — Audience​

  1. Select Audience — All Contacts or Smart List name.
  2. Toggle Exclude duplicate email addresses when shared emails exist.
  3. Review Recipients Summary: Total in Smart List, Eligible, Duplicates Removed, Manually Excluded, Will Receive.
  4. Preview table columns: Name, Email, Company, Status (Included / Excluded). Select Next.

Step 3 — Template​

  1. Choose Template (Optional) — saved template or No Template (Plain Text).
  2. Review Template Preview; Edit if needed. Select Next.

Step 4 — Schedule​

When should this campaign be sent?

  • Send Immediately — queues on confirm
  • Schedule for Later — Schedule Details: Date, Time, Timezone (Eastern, Central, Mountain, Pacific, UTC) Select Next.

Step 5 — Review​

Campaign Summary lists name, subject, from, recipients, template, send time, A/B settings.

  1. Confirm each line.
  2. Send Campaign or Schedule Campaign.
  3. Or Save as Draft → resume at /email-campaigns/edit/:campaignId.

After sending​

  1. Open analytics page.
  2. Track Sent, Delivered, Opened, Clicked, Bounced.
  3. Compare with Reports — Messaging.

Extended guidance​

Stakeholder reviews should open Step 5 Campaign Summary screenshot—not live editor—to avoid mis-clicks. For recurring newsletters, duplicate prior campaign via edit flow, swap Smart List, re-verify Will Receive. Document A/B winners in a shared doc; apply learning to next month's subject lines.

Verify your work​

  • Test send arrives (check spam once)
  • Analytics shows delivery after processing
  • Contact timeline shows email activity
  • Will Receive matched sends minus bounces

Tips​

tip

Save as Draft after Step 3—protects template work if the browser closes.

tip

A/B test subject lines only first—single variable reveals winners faster.

important

Verify Email domain before first bulk send.

Troubleshooting​

| From email rejected | Domain not verified | | Zero Will Receive | Empty Smart List; all duplicates excluded | | Send disabled | Missing required fields on earlier steps | | High bounce rate | List hygiene; invalid import emails | | Template blank | Re-select template in Step 3 |

See also​