Email campaigns overview
Email Campaigns (/email-campaigns) is the workspace hub for bulk and targeted email. Use it to review performance at a glance, filter by lifecycle status, open the five-step builder, reuse Templates, and drill into per-campaign analytics. Campaigns send to All Contacts or a Smart List; delivery depends on a verified Email domain, connected Email integration, and sufficient Credits.
Video
Who can do this
Marketing users with Email Campaigns permission (view to browse; create/edit to launch).
Before you begin
- Email integration connected
- Email domain verified for bulk sending
- Audience prepared (contacts or Smart List)
- Optional: reusable Email templates
- Credits balance checked before large sends
What you'll accomplish
- Understand the Email Campaigns list, filters, and analytics paths
- Know when to use Create Campaign vs Templates
- Confident path to Create an email campaign
Step-by-step procedure
Open the hub
- Sidebar → Marketing → Email Campaigns (
/email-campaigns). - Review Quick Stats (open rate, click rate, total enrolled when data exists).
List toolbar
| Control | Purpose |
|---|---|
| Search campaigns... | Filter by campaign name |
| Status: All, Draft, Preparing, Scheduled, Sending, Sent, Paused, Failed | Lifecycle filter |
| Date: All Time, Today, Last 7 Days, Last 30 Days, Last 90 Days | Activity window |
| Refresh | Reload list from server |
| Templates | Open template library modal |
| Create Campaign | Opens /email-campaigns/create |
Campaign table actions
Each row shows campaign name, status, send metrics, and actions such as Edit (draft/scheduled) and View Analytics (/email-campaigns/:campaignId/analytics).
Typical workflow
- Draft in the five-step builder (Details → Audience → Template → Schedule → Review).
- Save as Draft between steps if needed.
- Send Campaign or Schedule Campaign from Review.
- After delivery, open analytics for Sent, Delivered, Opened, Clicked, Bounced.
- Cross-check Reports — Messaging for workspace rollups.
Extended guidance
Treat Email Campaigns as a lifecycle system—not a single send button. Draft campaigns often sit in Draft while legal reviews subject lines; use Preparing and Scheduled filters so ops knows what will fire overnight. When Paused appears, open the campaign editor before retrying—duplicate sends hurt domain reputation. Marketing managers should align Date filters with finance reporting weeks (Monday–Sunday vs calendar month) so email metrics match Reports — Messaging. Editors without send rights can still Save as Draft and hand off to an Admin for final Send Campaign. Document internally which Smart Lists are production-ready versus sandbox lists to prevent accidental bulk mail.
Verify your work
- Email Campaigns list loads without error
- Status chips match campaign state after refresh
- Create Campaign opens Create New Campaign wizard
- Analytics page renders metrics after a test send
Tips
Use Draft status filter to find in-progress campaigns before a product launch week.
Low credit balance shows a banner on the hub—top up via Credits and usage before bulk sends.
Troubleshooting
| Send Campaign blocked | Verify domain, integration, credits |
| Zero recipients in analytics | Campaign still Sending or audience empty |
| Templates empty | Create at /email-templates first |
| Missing Email Campaigns menu | Role permission or module disabled in Workspace modules |