Marketing

Email campaigns

Marketing ▸ Email Campaigns is where you write, check, send and measure a marketing email. Every campaign moves through four steps: Setup, Audience, Design, and Review and send. Everything you type is saved as you go.

  1. 1

    Start

    Press New email, name it, and choose a start: one of the ready-made templates or one you saved, a short description that AI turns into a first draft, a blank email, or a copy of an earlier campaign.

  2. 2

    Setup

    Write the subject and the preview text (the grey line inboxes show after the subject), choose who it is from, where replies go, and optionally a topic. Suggest subject lines offers five ideas and never changes your subject unless you pick one. Turn on an A/B test to try two subjects on a test group (10 to 50 percent of the audience), let the better one win by opens or clicks after the hours you choose, and send the winner to everyone else.

  3. 3

    Audience

    Send to all subscribed contacts, a segment, or contacts with certain tags, and optionally leave a segment out. You see how many people will get it, how many will be skipped because they have not agreed or have opted out, and how many emails your plan has left this month.

  4. 4

    Design

    Build the email by dragging blocks: logo, heading, text, button, image, divider, spacer, columns, social links, quote and footer. Style each one, save a group of blocks as a section to reuse, ask AI to write or rewrite text, and preview it on a desktop or a phone, in dark mode, and with images turned off. Add a picture by uploading it from your device (PNG, JPG or GIF, up to 5 MB; large photos are resized for email) or by pasting the address of one that is already online. Your brand colours, logo and footer come from Marketing Settings.

  5. 5

    Review and send

    A checklist shows what is ready and what needs fixing, with a link to each fix: a connected sending service, your postal address, the subject, the audience, the allowance, the unsubscribe link, image descriptions, links, and whether the email is large enough for Gmail to cut it short. Send yourself a test, then Send now or Schedule it (at least 5 minutes ahead, up to 90 days). Before anything goes out you are told exactly how many people will get it and when.

  • While it sends: watch progress, Pause, Resume, or Cancel. Cancel takes effect at once: nobody else receives it, and the people who were still waiting are marked as not sent over the next few minutes. A campaign pauses on its own, and says why, if your sending service stops working, the month’s allowance runs out, or your plan stops including email marketing (an email that was only scheduled is then marked not sent; duplicate it after upgrading).
  • A large list is prepared a few thousand people a minute and starts going out with the first of them, so a big send never waits to begin. One email can go to at most 200,000 people; the checklist says so before you send if your audience is larger.
  • If your sending service asks us to slow down (a rate or daily limit, or an outage on its side), sending waits and then carries on by itself, and nobody loses their place or a try. If it keeps refusing for about two hours, the campaign pauses with the service’s own words so you can look.
  • Editing a scheduled campaign moves it back to draft, so the checklist runs again before it can go out.
  • Every email carries an unsubscribe link and the one-click unsubscribe that Gmail, Yahoo and Outlook require from bulk senders. The link opens a page with your logo where people can leave a single topic instead of everything.

The report shows recipients, sent, delivered, opened and clicked as a funnel; open, click, click-to-open, unsubscribe, bounce and spam rates; activity over the first 48 hours; clicks on each link; the A/B result; and how many new leads came from the email. Export the numbers as CSV. An A/B result says plainly when there was no test (fewer than 10 people could be emailed, so everyone got subject A) and when the two subjects tied (subject A then went to everyone else).

Opens are estimates. Some email apps, such as Apple Mail, open every email automatically, and security scanners open and click links before a person does. We leave those out where we can tell, and show how many were left out. Clicks are the most reliable number.

Safety: an email is checked on the server before it can be scheduled, and it must contain an unsubscribe link and must not contain scripts, forms or embedded pages. Only people marked Subscribed are sent to, never the same person twice for one campaign, and never anyone on your do-not-email list. If the sending worker is interrupted after handing a message to your service but before it could record it, that person is shown as not confirmed rather than being sent a second copy. Sending respects your plan’s monthly allowance, an hourly limit per workspace, and your own daily limit if you set one, and it takes turns between workspaces so one large send never holds up anybody else’s.

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