How to Send or Schedule an Email Campaign

Sending an email campaign is a crucial method for engaging with your audience. This guide will walk you through the different options available for setting up your audience information and selecting the most appropriate sending method. Let’s explore the steps together!

Setting Up Audience Information and Sending Options

In this section, you'll configure your audience information and decide on the best sending options for your campaign.

Sending Options Overview

The Send or Schedule button provides flexibility in determining when and how your email campaign will be delivered. You can choose from several options to best suit your needs:

• Send Now: Dispatch your campaign immediately to your selected recipients.
• Schedule: Set a specific date and time for your campaign to be sent.
• Batch Schedule: Distribute your campaign in batches, controlling the number of emails sent per day or week.
• RSS Schedule: Automate sending your blog posts or updates to your email list using an RSS feed.
  
  

Send Now

If you choose Send Now, your email campaign will be sent to your recipients immediately. You'll need to provide the following details:

• Sender (From): Enter the email address and name that will appear as the sender.
• Email Subject: Craft a compelling subject line to grab your recipients’ attention.
• Recipient (To): Select your recipients.
  
  

Schedule

The Schedule option allows you to select the exact date and time your campaign will be sent. To schedule your campaign, provide the following:

• Sender (From): Enter the sender's email address and name.
• Email Subject: Write an engaging subject line.
• Recipient (To): Choose the recipients for your campaign.
  
  

Batch Schedule

With the Batch Schedule feature, you can send your campaign to recipients in batches, allowing you to manage the number of emails sent each day or week. When setting up a batch schedule, you’ll need to provide:

• Sender (From)
• Email Subject
• Recipient (To)

Additionally, you’ll configure the following:

• Start On: Set the date and time for the first batch to be sent.
• No. of Recipients: View the total number of recipients selected for the batch schedule.
• Batch Quantity: Specify the number of recipients for each batch.
• Repeat After: Set the time interval between each batch.
• Send On: Choose the days of the week for sending emails.
• Specify Start and End Time: Define the exact start and end times for each day.
  
  

RSS Schedule

The RSS Schedule feature allows you to automate the sending of blog posts or updates from your RSS feed to your email list. For this option, you’ll need to enter:

• Sender (From)
• Email Subject
• Recipient (To)
  
  

Sender (From)

When setting up an email campaign, it’s important to fill in the Sender (From) section with the email address and name that will appear as the sender in the recipient's inbox. This step is essential for establishing a clear point of contact and maintaining professionalism.

Email Subject

Next, locate the Email Subject section to input your subject line. Additionally, provide preview text that will display in certain email clients. A well-crafted subject line and preview text can significantly enhance your open rates and overall campaign effectiveness.

Recipient (To)

In the Recipient (To) section, you’ll input the details of your intended recipients. You can select them from existing contacts, smart lists, or tags within your CRM. This allows you to target specific individuals or groups, ensuring your email reaches the right audience.

Choose Contacts: Select recipients directly from your existing contacts. Use the search bar to quickly find specific individuals.

Send to Smart List: Target a specific smart list you’ve created within your CRM.

• Advanced Conditions: If you’ve scheduled your campaign and new contacts are added to the smart list, decide whether to include these new contacts or stick with the original list. Make your choice using the dropdown menu in the Advanced Conditions option.
  
  

Choose Contacts from Tags: Send your email campaign to contacts associated with specific tags by selecting the relevant tag from your CRM’s dropdown menu.

• Advanced Conditions: If new contacts are added to a tag after you’ve scheduled your campaign, decide whether to include them using the Advanced Conditions option.
  
  

Action Menu

During the email campaign creation process, you’ll encounter these options:

• Cancel: Discard any changes and return to the previous menu.
• Save: Save your changes, including sending options, scheduling, and audience targeting.
• Send: Once your email campaign is fully designed and ready, use this option to send your campaign immediately or according to the schedule you’ve set.