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Send an email campaign

Last reviewed October 21, 2026

Send a newsletter or announcement to a group of contacts, with a test first and the right habits for a small list.

A campaign is one email sent to a group of people at once, like a monthly newsletter or a workshop announcement. When you're done, it will be sent (or scheduled) to the right people, and you'll know how to check it went out.

Before you start

Small list? That's an advantage

Most coaches send to a few dozen to a few hundred people. Small, warm lists get much better open rates than big cold ones. Protect that:

  • Send only to people who asked to hear from you (a sign-up form, a booking, a purchase).
  • On a new domain, start with your 20 to 50 most engaged clients, then widen over a few weeks. See Keep your emails out of spam.
  • Pick a rhythm you can keep, like every other Tuesday. Steady beats frequent.
  • Write like a letter from you. Plain, personal emails often outperform heavy designs.

Steps

  1. Open Campaigns. In the sidebar, under MARKETING, click Campaigns. If you see the banner "This feature needs phone & sms", you can ignore it for email. It only matters for text campaigns.
  2. Start a new one. Click New Campaign, then Email Campaign ("Design and send an email to your contacts").

  3. Campaign Setup (step one of two):

    Field Tip
    Campaign Name Only you see it. Use the date: "Newsletter Nov 2026".
    From Name Shows in the inbox. Your name or your practice name.
    From Email Type the part before the @ (for example hello), then pick your sending domain from the list.
    Reply-To Email Optional. Where replies go, if not the From Email.

  4. Choose when it sends under Scheduling:

    • Save as Draft to finish it later.
    • Schedule to send at a specific time.
    • Send Now to send right away.
    • Optional: Only send during selected hours. A large send pauses at the cutoff and picks up in the next window.
  5. Choose who receives it under Who will receive this campaign?: All Contacts, By Tags, Contact Lists or Individual Contacts. Pick a tag or list, not everyone. Estimated Recipients shows how many are selected, eligible and excluded. Unsubscribed and Do Not Contact contacts are excluded automatically.
  6. Click Continue to the Design Email step and build your email there, starting from your saved template. Give it a short, specific subject line.
  7. Send a test to yourself. Open it on your phone. Check the subject, the first name, every link and the unsubscribe link at the bottom.
  8. Finish with the schedule you picked. A campaign saved as a draft doesn't send until you schedule it or send it.

Sending can't be undone

Once a campaign starts sending, it goes to real inboxes. Read the audience one more time before you send.

Check it worked

  • On All Campaigns, click the Email filter. Your campaign shows a status of Scheduled, Sending or Sent, with the number of recipients.
  • After it sends, open ⋮ > View Report on its card. See See how your campaigns performed.

If something's off

  • The campaign is stuck as a draft. It needs a schedule or a send. Open it from the list and finish the last step.
  • It says Funding needs attention. Email, texts, calls and AI use your workspace's usage credits. If something stops sending, check your balance and add credits. See Add usage credits.
  • Not everyone has received it yet. On a new domain, warm-up limits how much goes out each day, so the rest can go out over the next days.
  • Fewer recipients than contacts with the tag. People who unsubscribed, bounced or are marked Do Not Contact are skipped. That's what you want.
  • Clicking the campaign name opens an editor, not the results. Use ⋮ > View Report for results.
  • A campaign shows Failed or Failed / Partial. See Find out why an email didn't send.
  • To reuse a campaign, open ⋮ > Duplicate and check the copy's audience and date before sending.

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