Campaigns

Create, schedule, and send email campaigns to your subscribers. Track opens, clicks, and performance in one place.

Key Features

• Dashboard Stats: See total campaigns, how many were sent this month, your average open rate, and how many are scheduled at a glance.
• Campaign Types: Organize campaigns by type — Newsletter, Announcement, Welcome Series, Promotion, or Transactional.
• Flexible Recipients: Send to all active subscribers, specific subscriber lists, or filter by tags.
• Personalization: Use {{first_name}}, {{last_name}}, and {{email}} in subject lines and content to personalize each message.
• Multi-channel Delivery: Send via email, SMS, or both. SMS messages include a link to the full email and support the same personalization tags.
• AI Newsletter Generator: Describe your topic and let AI draft a complete newsletter for you — including subject line, preview text, and formatted content. Uses 10 credits per generation.
• Media Assets: Insert images from your media library directly into the email editor.
• Preview Modes: Preview your campaign in desktop or mobile view before sending.
• Test Emails: Send a test to one or more addresses to review the email in a real inbox.
• Performance Stats: After sending, view opens, clicks, and other engagement metrics for each campaign.

How to Use

Create a Campaign

1. Click Create Campaign in the top right.
2. Select a site, enter a campaign name, and choose the type.
3. Write your subject line — use {{first_name}} to personalize it.
4. Optionally add preview text (the short line shown after the subject in email clients).
5. Choose a delivery channel: Email, SMS, or both.
6. Select your recipients: all subscribers, specific lists, or by tags.
7. Write your content in the HTML editor. Use the AI Newsletter button to generate content automatically, or Media Assets to insert images.
8. Check the Preview tab to see how it looks on desktop and mobile.
9. Send a test email to review it in your inbox.
10. Choose to Send Immediately, Schedule for Later, or Save as Draft.
11. Click Save Campaign.

Send or Schedule a Campaign

• Campaigns in Draft or Scheduled status can be edited or sent.
• Click Send on any draft to open the send confirmation — review the recipient count and confirm before sending.
• To reschedule, edit the campaign and update the scheduled date and time.

View Campaign Stats

• After a campaign is sent, click Stats to view open rates, click rates, and delivery details.

Manage Campaigns

• Use the search bar to find campaigns by name or subject.
• Filter by site, status, type, or date range using the filter dropdowns.
• Select multiple campaigns to Duplicate or Delete them in bulk.

Tips

• Save early as a draft while you work — you can always come back to edit before sending.
• Always send a test email before sending to your full list.
• Use the AI Newsletter Generator when you need a quick starting point — you can edit the result before applying it.
• Preview text significantly affects open rates — always fill it in.
• SMS delivery requires subscribers to have a phone number on file.