Send an email campaign
Create a campaign, write it with a personal greeting, choose the audience, send yourself a test and schedule it.
The written steps below are complete. The Video script tab shows exactly what the video will cover.
A campaign is one email sent to a list or segment. Always send a test to yourself first: it is the only way to see exactly what recipients will get.
By the end you can
- Create and write a campaign
- Choose lists or segments as the audience
- Send a test, then send or schedule
Screens used
Before you start
- A verified sender identity and a mailing list (see the previous lesson).
Steps
- 1
Create the campaign
On: /email/campaignsOn Campaigns type a name in New campaign name and press Enter.
You should see: The campaign editor opens.
- 2
Choose the type
On: Campaign editorUnder Type choose Broadcast (newsletter / promo) for people who subscribed.
You should see: Broadcast is selected.
- 3
Write the subject and body
On: Campaign editorType the subject and an optional Preheader, the short line shown after the subject in an inbox. Write the Body. To greet each person by name, write Hi followed by the first-name placeholder shown in the starter text; people with no name saved get "there".
You should see: The subject and body are filled in.
- 4
Preview as a recipient
On: Campaign editorOpen Preview and use Preview as recipient with a contact's email to see the email with their details filled in.
You should see: The preview shows the contact's real name.
- 5
Choose the audience
On: Campaign editorUnder Audience tick the Lists or Segments to send to.
You should see: At least one list or segment is ticked.
- 6
Send a test
On: Campaign editorSave, then press Send test.
You should see: "Test email sent to you." Check it on a phone as well as a computer.
- 7
Send or schedule
On: Campaign editorSend the campaign now or set a date and time. Emails go out at a limited rate inside your send window; Adjust rate & window changes both.
You should see: The campaign shows "Started sending" or "Scheduled for" with the time.
Tips
- Save as template keeps a design for next time; Apply a saved template… reuses it.
- To change a campaign that is scheduled or sending, pause it first.
- After sending, the campaign shows opens and Clicked links.
Troubleshooting
- "Sending identity auto-paused — check Deliverability".
- Too many emails bounced or were marked as spam. Open Deliverability, find the cause and clean the list before sending again.
One row per shot, in the same order as the guide. Estimated length 2:28, recorded signed in as Owner. Use made-up data only. How to record
Say: Send an email campaign. Create a campaign, write it with a personal greeting, choose the audience, send yourself a test and schedule it.
Hold until you see: Lesson title on screen for three seconds.
Say: On Campaigns type a name in New campaign name and press Enter.
Hold until you see: The campaign editor opens.
Say: Under Type choose Broadcast (newsletter / promo) for people who subscribed.
Hold until you see: Broadcast is selected.
Say: Type the subject and an optional Preheader, the short line shown after the subject in an inbox. Write the Body. To greet each person by name, write Hi followed by the first-name placeholder shown in the starter text; people with no name saved get "there".
Hold until you see: The subject and body are filled in.
Say: Open Preview and use Preview as recipient with a contact's email to see the email with their details filled in.
Hold until you see: The preview shows the contact's real name.
Say: Under Audience tick the Lists or Segments to send to.
Hold until you see: At least one list or segment is ticked.
Say: Save, then press Send test.
Hold until you see: "Test email sent to you." Check it on a phone as well as a computer.
Say: Send the campaign now or set a date and time. Emails go out at a limited rate inside your send window; Adjust rate & window changes both.
Hold until you see: The campaign shows "Started sending" or "Scheduled for" with the time.
Say: That is send an email campaign. The written steps are on this lesson's page in the ItzSEO course.
Hold until you see: End card with the lesson link.
Mark it complete to keep your place in the course.
Related lessons
Connect your Twilio account, write a short message with the contact's first name, and schedule it.
Verify who your emails come from, create a mailing list and add people to it with the right consent setting.
Write a first email and follow-ups with waits between them, enroll lists or segments, and let replies stop it.