How To Send & Schedule Emails with Email Campaigns

Sending an email campaign is an important way to engage your audience, and this section will help you understand the different ways to do so. We'll walk through each step together and discuss how you can set up and customize your audience information, as well as select the most appropriate sending options. Ready to learn more? Let's get started!

Send or Schedule Email Campaign

This is where you will set your audience information and sending options. In the next article, we will cover them one by one.

Send or schedule campaigns

 Sending Options:

If you're looking for ways to send or schedule your campaign, the Send or Schedule button has you covered! Here, you can decide when and how your message should be sent to recipients – whether that's right away, in batches, at a later date and time, or using RSS scheduling. Just make sure to keep your options open, so your communications get sent out in the best way possible!

Select aa sending option

Send Now

The Send Now option will send the campaign to your recipients right away. You will need to fill in:

• ​Sender (Form)​
• ​Email Subject​
• ​Recipient (To)​

Click to Send campaign immediately

 Schedule

The Schedule option will allow you to select the date and time you would like your campaign to be sent. To create a successful email campaign, you must provide:

• ​Sender (Form)​
• ​Email Subject​
• ​Recipient (To)​

Click to schedule a date and time to send campaign

 Batch Schedule

The Batch Schedule feature enables you to split your audience list into batches, giving you control over the number of emails sent per day or per week as per your requirements. When using this feature, you'll need to provide:

• ​Sender (Form)​
• ​Email Subject​
• ​Recipient (To)​

Start On

As shown in the image below, you can set the date and time you want to send out the first batch quantity.

No of Recipient

Here you see the total number of recipients selected for the batch schedule.

Batch Quality

This shows the number of recipients that will be sent each batch.

Repeat After

Select the time interval of each batch sent out.

Send On

Select the days of the week you like the email to go out.

Specify Start and End Time

You can decide the exact start time and end time of each day you have chosen.

Click to send campaign in batches

RSS Schedule

The RSS Schedule feature allows you to create a schedule for your blog posts or updates that you want to send to your email list.

• ​Sender (Form)​
• ​Email Subject​
• ​Recipient (To)​

Click to send campaign from blog post and updates

Sender (From)

While setting up an email campaign, there are several pieces of information you need to provide. To begin with, in the Sender (From) section, enter the email address and name that will appear in the recipient's inbox as the sender. This step is crucial for establishing a clear point of contact and maintaining a professional appearance in your email communications.

Fill the sender form Fil the Email subject

Email Subject

Moving on to the next step, locate the Email Subject section and input your desired subject line. Additionally, provide a preview text that will be shown in certain email clients. By crafting a compelling subject line and preview text, you can capture the attention of your recipients and encourage them to open and read your email, ultimately enhancing the effectiveness of your communication.

Fil the Email subject

Recipient (To):

Lastly, in the Recipient (To) section, input the details of your intended recipients. You have the option to choose them from existing contacts, smart lists, or tags within your system. By utilizing these options, you can efficiently target specific individuals or groups, ensuring that your email reaches the appropriate audience and achieves its intended purpose.

Choose from the recipient options

Choose Contacts

By opting for the Choose Contacts feature, you gain the ability to select recipients directly from your existing contacts within the system. To further streamline the process, utilize the search bar to quickly locate specific individuals by entering their relevant details. This functionality ensures that you can efficiently target and engage with your desired audience in your email campaigns.

Choose recipient from contact list

Send to Smart List

The Send to Smart List feature enables you to send your email campaign to a smart list that you have created in the contact section of your CRM.

Advanced Conditions

Suppose you have already scheduled your email campaign for a future date and have 100 contacts in the smart list you want to send the campaign to. Now, imagine that due to some external factors, 10 more contacts are added to the same smart list. You must decide whether you want to include the new contacts in your email campaign or limit it to the original 100 contacts. You can make this choice by selecting from the dropdown menu within the Advanced Conditions option.

Choose recipient from smart list

Choose Contacts from Tags

To send your email campaign to contacts with specific tags, select the relevant tag from the dropdown menu, which displays the tags you have created in your CRM. The contacts associated with the selected tag will be added to the email campaign.

Advanced Conditions

Suppose you have scheduled an email campaign for a future date and have selected a tag with 50 contacts associated with it. Later, 10 more contacts get added to the same tag due to external events; in this scenario, you must decide whether to include the new contacts in your email campaign or limit it to the original 50 contacts. You can make this decision by selecting from the dropdown menu within the Advanced Conditions option.

Choose recipient from contact tags

Action Menu

In the email campaign creation process, you'll come across these three options: Cancel, Save, and Send.

Cancel- If you don't want to save the changes you have made, you can just click on Cancel and go back to the previous menu.

Save- Use this to save the changes you have made for your sending options, scheduling, and audience targeting.

Send- Use this when you have already designed your email campaign, set the audience, subject line, and everything and you want to send your campaign right away or on schedule

Action menu