Campaigns

Overview

Campaigns are the core of the Newsletter module. A campaign is an email that you send to a group of contacts or subscribers.

Accessing Campaigns

Navigate to All Campaigns in the sidebar to see your campaigns.

Campaign Workflow

Campaign Creation Flow
======================

+------------------+     +--------------------+     +------------------+
| Create Campaign  | --> | Select Recipients  | --> | Choose Template  |
+------------------+     +--------------------+     +------------------+
                                                            |
                                                            v
+------------------+     +--------------------+     +------------------+
|  Send/Schedule   | <-- |      Review        | <-- | Set Send Options |
+------------------+     +--------------------+     +------------------+

1. Create a Campaign

Click Create Campaign in the sidebar to start a new campaign.

2. Campaign Details

Fill in:

• Subject: The email subject line (what recipients see in inbox)
• Content: The body of your email (supports HTML and rich text)
• Recipients: Choose who receives this campaign

3. Recipient Selection

Choose your audience:

• Contact List: Send to a specific contact list
• All Subscribers: Send to all verified subscribers
• Custom Segment: Target specific criteria (if available)

4. Send Options

• Send Now: Immediately deliver the campaign
• Schedule: Set a future date and time
• Save as Draft: Save for later editing

5. Review and Send

Always preview your campaign before sending to catch any errors.

Campaign Statuses

Best Practices

Subject Lines

• Keep under 50 characters
• Be clear and specific
• Avoid spam trigger words
• Use personalization when possible

Content

• Use a clear call-to-action
• Keep paragraphs short
• Include images sparingly
• Always include unsubscribe link

Timing

• Test different send times
• Consider recipient time zones
• Avoid weekends for B2B
• Morning sends often perform better

Testing

• Always send test emails first
• Check on multiple email clients
• Verify all links work
• Review on mobile devices

Analytics

After sending, view campaign analytics:

• Open Rate: % of recipients who opened
• Click Rate: % who clicked links
• Bounce Rate: % of failed deliveries
• Unsubscribes: Recipients who opted out

Managing Campaigns

View Campaign

Click any campaign to see its details, content, and analytics.

Preview

Use the Preview button to see how the email appears.

Resend

For sent campaigns, use Resend to send to new contacts or retry failed deliveries.

Delete

Remove campaigns you no longer need. Sent campaigns retain their analytics.

Drafts

Drafts are automatically saved as you work. Return to complete them anytime from the Drafts section.

Scheduling Tips

• Schedule during business hours
• Account for recipient time zones
• Leave buffer time for review
• Set reminders for scheduled campaigns

Next Steps

• Contact Lists -- Build and manage recipient lists
• Email Templates -- Design reusable email layouts
• AI Generation -- Generate campaign content with AI
• Newsletter Settings -- Configure sender and tracking options