Creating Your First Email Campaign
Prepare, personalise and review a newsletter for eligible contact groups, with a separate SMS notification choice.
Prepare a newsletter for the contact groups that need your update. Saving a draft, testing it and approving delivery are separate actions.
Before you start
Check newsletter access and the current sending allowance in your account. Available plans and limits are shown on pricing and Billing; do not assume a contact-storage allowance is an email-send allowance.
Review your sender under Settings → Email Settings. Use the available Google, SMTP or Trankets Email option that fits your business. Sending restrictions and recipient opt-outs still apply when you connect your own provider.
Create and write the draft
- Open Newsletters and select Create Newsletter.
- Enter a clear subject and write the message in the editor.
- Select the relevant contact groups. Check that they contain the intended people.
- Save your draft before leaving the editor.
Use the merge-field picker for supported personalisation, such as a first name. Check the fallback with a contact whose detail is missing. If you use Improve with AI, review facts, offers and wording before applying its suggestion.
A contact record and a newsletter recipient are different things. Group selection can make contacts eligible for a campaign, but unsubscribed, blocked, duplicate or otherwise ineligible recipients are excluded. An estimate is provisional; scheduled campaigns evaluate the audience when delivery is accepted.
Choose SMS notification deliberately
The delivery settings include an SMS notification choice. Leave it off unless you need it and have the relevant permission for eligible recipients' current phone numbers. SMS uses messaging credits separately from email allowance. Saving a group or phone number is not evidence of permission.
Review and save this choice before sending or scheduling. An older scheduled campaign may require you to review its SMS setting before it can proceed.
Preview, test and approve
- Open Preview and check links, personalisation and mobile reading.
- Use Send test to me for a controlled test. This sends a real email; preview alone does not.
- Select Review & Send and check the audience, SMS choice and allowance.
- Choose Send now or Schedule, then confirm the corresponding action.
A successful send request means the work was accepted. It does not prove that an inbox or handset received it. Follow the status and delivery information in the campaign.
If sending fails or stays pending
Read the error and current status before another attempt. Resolve sender setup, allowance, eligibility or a sending restriction as indicated. If delivery was already accepted or its outcome is uncertain, check that operation instead of creating a duplicate campaign or blindly sending again.
An email open or click is a recorded signal, not proof of a person's intent or a sale. Use the available campaign statistics alongside actual replies and purchases.