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Campaigns
8 min read

Send your first campaign

Compose, target, preview, and schedule your first marketing email.

  1. Start a new campaign

    Open /campaigns and click New campaign. Pick a name (internal only) and the mailbox to send from.

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  2. Pick your audience

    Target a segment, a tag, or all contacts. The estimated recipient count updates live as you change filters.

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  3. Compose the email

    Write the subject and body. Use {{first_name}} and other merge fields for personalization. The preview pane shows how it'll render in Gmail/Outlook.

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  4. Run pre-flight checks

    We automatically check for missing unsubscribe link, spammy phrases, and broken merge fields. Fix any blockers before scheduling.

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  5. Schedule or send now

    Choose Send now, or pick a date/time (we'll send in your workspace timezone). After sending, watch open/click stats live in the campaign report.

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