How to Send or Schedule a Regular Email Campaign
What Is a Regular Email Campaign?
A regular email campaign is a one-time broadcast message sent to a selected group of contacts. It’s designed for announcements, promotions, or newsletters that don’t require automated workflows. These campaigns are created and managed from the Email Marketing section of your CRM.
Note: To send emails, you must have a verified domain configured.
Key Benefits of Regular Email Campaigns
- Speed: Quickly send updates to specific segments without building automations.
- Control: Choose exact send times or use pacing options like Simple Schedule or Batch.
- Targeting: Reach precise audiences using segments or smart lists.
- Deliverability: Use Batch (Drip) to throttle large sends and avoid traffic spikes.
- Flexibility: Combine with RSS feeds or Smart Send/AI Schedule for intelligent timing.
How to Send or Schedule a Regular Email Campaign
Step 1: Create an Email Campaign
Navigate to Marketing > Email > Campaigns. Click New Campaign to create a new email or edit an existing one.
Step 2: Design Your Email
Build your email using a template or start from scratch. Add content, images, and links as needed. Use the Preview and Test Email options to check how your email appears on desktop and mobile devices.
Step 3: Choose a Delivery Option
Click the Send or Schedule button to proceed.
Optional: Attach Files
On the Send or Schedule screen, click Attach Files to include one or more files with your email. The maximum attachment size is 10MB. Confirm that your attachments are listed before sending or scheduling.
Send Now
For immediate delivery:
- Enter a Sender Name.
- Review the Sender Domain or check your domain configuration.
- Enter a Sender Email.
- Add a Subject Line.
- Select Recipients.
- Configure additional settings like Link Tracking, UTM Tracking, or Tags as needed.
- Click the Send button.
Schedule
To send at a future date and time:
- Set the Schedule at Date and Time. The email will be sent according to your location’s timezone, which is displayed under the schedule option.
- Enter a Sender Name.
- Review the Sender Domain or check your domain configuration.
- Enter a Sender Email.
- Add a Subject Line.
- Select Recipients.
- Configure additional settings like Link Tracking, UTM Tracking, or Tags as needed.
- Click the Schedule button.
Frequently Asked Questions
Can I reschedule an email campaign?
Yes, you can reschedule a campaign up to one hour before its scheduled execution time.
What’s the difference between campaigns and workflows?
Campaigns are one-time broadcasts, while workflows automate multi-step email sequences based on triggers or conditions.
Can I test my email before sending?
Yes. Use the Preview and Test Email options in the editor, and review details on the final confirmation step.
Can I send a test email to check the preview?
Yes, a preview is available in Statistics, and you can send a test email to verify the layout. Note that unsubscribe links are not active in test or preview emails.
Can I restore a previous version of my campaign?
Yes. Click the three dots in the edit campaign view and select See Version History from the dropdown to restore older versions.
Can I attach files to an email campaign?
Yes. On the Send or Schedule screen, click Attach Files at the top of the page to upload and include attachments.