Email and follow-ups
Send a campaign people asked to receive
Create a draft, preview the message, choose its send time, and understand the audience before committing.
- Who this helps
- Site Owners and Admins on Site or Pro.
- Before starting
- Verify the sender, add the business mailing address, and confirm subscriber permission in Contacts.
- Done when
- The intended campaign has a confirmed audience and schedule, with delivery progress visible in the app.
01
Write and preview the campaign
Open Email → the website → Campaigns, then New campaign. Campaign name helps the team identify it; Subject is the recipient-facing subject line.
- Name the campaign.
- Write the subject and message.
- Use {{name}}, {{email}}, or {{site}} where useful.
- Select Preview and inspect the sample message, links, and footer.
- Select Save draft.
Saving a draft sends nothing. The composer is text-based. It does not provide attachments or a drag-and-drop design editor.
02
Check exactly who can receive it
Campaigns go to all subscribed contacts for that website. Launch excludes enquiry-only, unsubscribed, and suppressed addresses.
Scheduling freezes the eligible recipients and message content. Later imports do not join that scheduled campaign.
- Open Contacts and check the intended subscribers.
- Resolve permission questions before importing anyone as subscribed.
- Check the business address in Sender.
- Return to the campaign and review the final message.
The current campaign interface does not offer audience segments. Do not assume a form name or campaign name filters the subscriber list.
03
Send now or choose a time
Send time uses the local time shown by the browser. A blank time means send now.
Send to subscribers and Schedule campaign commit the campaign for delivery. They are not preview actions.
- Leave Send time empty for immediate sending, or choose a future local date and time.
- Confirm the audience and message one last time.
- Select Send to subscribers or Schedule campaign.
- Check the campaign's status, recipient count, and displayed schedule.
Scheduled content is locked. Correct a mistake before scheduling; after scheduling, use the remaining-send controls and prepare a corrected campaign if needed.
04
Pause or cancel what remains
Pause preserves recipients who have not yet received the campaign. Resume allows those remaining sends to continue.
Cancel remaining stops the unsent portion. Messages already sent remain in Activity.
- Open the campaign card.
- Select Pause to hold the remaining sends, or Cancel remaining to stop them.
- Check the resulting status.
- Use Resume only when the paused campaign should continue.
An email already being sent may finish. Neither pausing nor cancelling recalls a message that a recipient already received.
05
Read the results with the right meaning
The campaign card reports recipients and sent, delivered, queued, failed, or bounced messages. Activity gives recent message status.
Delivered means acceptance by the receiving mail server. It does not prove an inbox view, an open, or a click.