Campaigns & Sending

Send a Campaign

3 min read·Updated Feb 19, 2026·4 views

Once you've created a message — whether as a newsletter, from a template, or in the advanced editor — the next step is sending it as a campaign. The campaign wizard walks you through naming, audience selection, and delivery in three simple steps.

Start a New Campaign

From the sidebar, click Email under Campaigns, then click New Campaign. The wizard opens with a progress bar showing three steps: Name & Message, Audience, and Send Settings.

Fig. 1 — The Messages page with your saved messages ready to use in a campaign

Step 1: Name & Message

Give your campaign a descriptive Campaign Name — this is for your own reference and won't be visible to subscribers. Then select a Message Template from the dropdown. All your saved messages appear here, so pick the one you want to send.

Fig. 2 — Step 1 with campaign name entered and message template dropdown

Fig. 3 — Selecting a message template from your saved messages

Create and test your message before starting a campaign. The wizard picks from saved messages, so having a polished, tested message ready makes the process smoother.

Step 2: Target Audience

Click Continue to move to audience selection. By default, Send to all contacts is enabled, meaning every active contact in your group will receive the campaign. You'll see a green banner confirming the total number of recipients.

Fig. 4 — Target Audience step with "Send to all contacts" enabled and 21 active contacts

Segmentation is useful when you want to target specific audiences — like contacts who joined after a certain date or have a particular status. Toggle off "Send to all contacts" to set filters.

Step 3: Send Settings

Click Continue to reach the final step. Choose your delivery service from the dropdown — this is the email service that will handle sending. Then decide when to send: immediately or scheduled for a specific date and time.

Below the options, a Campaign Summary shows everything at a glance — your message name, recipient count, delivery channel, and timing.

Fig. 5 — Send Settings with delivery service, timing options, and campaign summary

When everything looks right, click Send Now to launch your campaign, or Save as Draft to come back later.

Track Your Campaign

After clicking Send Now, you're taken to the Email Campaigns page. Your campaign appears with an active status and a progress bar showing how many emails have been delivered.

Fig. 6 — Campaign sending in progress with a live progress bar

Once sending is complete, the campaign status changes to sent and you'll see full performance stats: sent count, delivered, opens, clicks, bounces, and more. These metrics update in real time as subscribers engage with your email.

Fig. 7 — Completed campaign with full delivery and engagement stats

Check back on your campaign stats after a day or two — open rates and click rates often take time to accumulate as subscribers read your email at different times.
§

Was this article helpful?