Campaigns
A campaign is one email sent to a list or a segment. Find them under Campaigns > All campaigns. The other tabs in that section are RSS, SMS, Templates, Media and Sponsors. This page is about email campaigns.
Create a campaign
Click New campaign and pick a starting point: one of your saved templates, or Welcome, Newsletter, Announcement or Blank canvas. That creates a draft and opens the builder. Name it in the box at the top left.
Your own AI can create drafts too. A design saved through the connector always arrives as a Draft. You send it from here, or ask your AI to send it, which starts as a dry run you confirm. See Designing emails with AI and Connect your AI.
The campaign list searches name and subject and filters by All, Draft, Scheduled or Sent. Each row has Edit (Analytics once sent), Duplicate, Save as template and Delete. A duplicate is a new draft named "(copy)" with the same design, audience, topic and A/B settings.
The builder
The palette on the left holds the blocks, the canvas is in the middle, and the inspector on the right edits whatever you select.
- Blocks are grouped as Content (Heading, Text, Image, Button, List, Quote, HTML, Table), Media & social (Video, Banner, Gallery, Social, Menu), Conversion (Signup, Quote card, Timer, Product, Article, Poll, Calendar) and Layout (Hero, Layers, Columns, Section, Divider, Spacer). Drag a block onto the canvas, click it to add it at the end, or use the insert control between two blocks. Search blocks filters the palette.
- Text is edited on the canvas. Click a block to open its other settings. With nothing selected, the inspector shows Email settings: preheader text, width, colors, link color and UTM tracking.
- Top bar: Desktop and Mobile preview, a dark-mode preview, Undo and Redo, History (versions and review comments), Outline (Export HTML, and Import HTML, which adds your markup as one HTML block), Check, Settings, Send and Save.
- Check grades the email A to F and lists findings as Must fix, Should fix or Consider. Click one to jump to the block. It is advice and does not block a send.
- The Plain Text tab holds the version for clients that do not render HTML.
The builder saves about two seconds after each change. Press Ctrl+S to save now, or ? to list the shortcuts. Merge tags such as {{firstName}} are covered in Personalization.
Settings: subject, audience, A/B test
Open Settings in the top bar for the subject line, Send to list or Or send to segment (see Lists), and Topic if you have set any up. Contacts who opted out of the topic are skipped.
A/B test the subject splits the audience across two subject lines. Enter a Variant B subject and set the split with the slider, from 10% to 90%. If Variant B is blank, everyone gets the main subject. After the send, the campaign's analytics show results for A and B. Declare winner only records a label. It does not send anything further.
Test, schedule and send
Open Send in the top bar.
- Send yourself a test emails the current builder content with "[TEST]" in the subject. It is limited to 10 test emails an hour per workspace.
- Schedule for later: choose a date and time in your browser's timezone and click Schedule send. It must be at least 30 seconds ahead and needs an audience. The campaign shows as Scheduled, and Cancel schedule returns it to Draft. Due campaigns are picked up every minute.
- Send now asks you to confirm, and a send cannot be undone.
Large sends go out in batches of 100. If one does not finish in the first request, the campaign shows as Scheduled and the rest follows over the next minutes. Nobody who already received it is sent it again. A sent campaign cannot be edited, and a campaign cannot be deleted while it is sending.
What blocks a send
| Cause | What to do |
|---|---|
| No audience | Pick a list or segment in Settings. Send now and Schedule send stay disabled until you do. |
| No mailing address | Add the Business mailing address under Settings > Workspace. It appears in every footer. See Compliance. |
| Guardrails | Nothing sends while guardrails are switched off in Settings > Guardrails. Quiet hours, a daily cap and blocked domains also apply. |
| Monthly sending limit | The error says how many sends remain this month. See Sending Health. |
| Suspended workspace | Sending stays off until support reinstates it. |
| Nobody eligible | The audience has no Subscribed contacts, or all are suppressed or opted out of the topic. |
If a scheduled campaign fails for a reason that needs a person (no mailing address, over a limit, nobody eligible), it goes back to Draft and the reason is recorded in the Sending audit log under Settings > Sending health. A quiet-hours block is retried after the window ends. See Sending safely with AI for how the same checks apply to AI sends.
Templates
Click the Save as template button on a campaign row, name it, and add an optional description. It appears under Campaigns > Templates and on the starting-point screen, and it keeps the subject line. Deleting a template does not change campaigns already made from it.
Analytics
A sent campaign's row links to its analytics: sent, human open rate, click rate, bounce rate, unsubscribed, A/B results, and an Export CSV button. See Analytics and Email Tracking.