Email campaigns
This article describes how to create an email campaign using various advanced options.
Things to know before starting
- Clear and concise campaign names are recommended to simplify future searches.
- The default contact list is automatically pre-selected during campaign creation.
- Selecting the same segment for both delivery and exclusion results in a "Failed" status, and the campaign will not be sent.
- Campaigns with "Running" or "Done" statuses cannot be stopped or edited.
- Copied campaigns are automatically saved with a "Draft" status.
- Advanced settings contain sending details specific to the selected contact list.
- Scheduled and recurring launches support delivery according to the recipient's time zone via the {{contactTimezone}} variable. If this data is missing, the account's time zone is used.
- Scheduling campaigns at least 24 hours in advance is strongly advised. This ensures delivery to all regions, preventing issues where the local time in certain time zones has already passed the scheduled start.
- A maximum of 3 tags can be added per campaign.
Step-by-step instructions
Navigate to the "Outbound" section.
Click the "Campaigns" button.
Click the "Create" button.
Specify campaign title and select target contact list.
Select the segment if necessary. Campaigns are sent only to contacts that match the segment rules.
Use "Add filter" to create one-time segments for a specific campaign. These conditions are not saved in the general segment list. Filtering rules can be modified via the "Edit" button or removed using the "Bin" icon.
Exclude specific segments to prevent delivery to certain contact groups. One-time exclusion filters can also be applied here.
Select the Email channel, then choose the preferred template from the dropdown menus.
Use the preview feature to verify that the template renders correctly for a randomly selected contact from the selected list. This section also displays "From" name/email, "Reply-to" address, and email subject.
Open "Advanced settings" to verify or modify sending details.
Add or remove tags to organize analytics reports (optional).
Proceed to the "Next step" button, then select the campaign launch type.
Review detailed campaign information in the summary table before final launch.
Click the “Launch campaign” button.
Advanced settings
This section describes advanced settings that can be modified for a specific campaign. These changes apply only to the specific campaign.
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Advanced settings list
- Default from name
- Default from email
- Reply-To Email
- Reply-To Name
- Tags
Launch Type
Manual - Campaigns are created with a "Ready" status and require manual activation from the management page to begin sending.
Now - Campaign is sent immediately upon clicking the “Launch Campaign” button. It is assigned a “Running” status as the delivery process starts instantly.
Scheduled - Delayed campaigns are created with a “Waiting” status and trigger at the predefined date and time. This launch type supports delivery based on the recipient’s local time zone.
Recurring - The Recurring launch type enables automated campaign repetition based on advanced scheduling. Campaigns are created with a “Waiting” status, switch to “Running” during delivery, and return to “Waiting” for the next scheduled cycle until all completion conditions are met. This type supports delivery based on the recipient’s local time zone.
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Configuration parameters
- Start & Frequency: Campaigns trigger at a specified date and time and repeat daily, weekly, or monthly (including options for the first/last day or specific dates).
- Monthly Scheduling Note: If selected dates (29th–31st) are missing in a particular month, delivery for that period is skipped.
- Termination Rules: Campaigns can be set to repeat indefinitely, stop on a specified date, or end after a fixed number of iterations.
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Details
- Channel - type of the campaign channel.
- Campaign name - campaign title.
- Template - name of the template (click to redirect to editor).
- From name/email - sender’s display name and email address.
- Reply-to name/email - name and email address for recipient replies.
- Subject line - email subject (defaults to template name if not specified; for Email campaigns only).
- Tags - list of assigned campaign tags.
- Contact list - name of the target contact list.
- Segments (Send to/Exclude) - filters used to target or exclude specific contact groups.
- Target contacts count - total number of recipients (includes a "refresh" button for recalculation).
- Time zone - account time zone or recipient’s local time if enabled in settings.
- Launch time - summary of start date/time, launch type, repeat frequency, and end date.
