Campaigns · How-to
Send a campaign, or change it before it goes
Open a draft, make last changes, and send it to its audience now. Sending checks consent and your allowance for every client first.
Open the draft
Open Campaigns and click the campaign. A draft opens in the same editor you wrote it in, with its status beside the name. A scheduled campaign opens read-only, with “Scheduled for” and its time under the name and an “Unschedule” button: press it first, because a scheduled campaign cannot be changed or sent by hand.
Make last changes and save
Change anything you need, then press “Save draft”. Sending always uses the last saved version, so save before you send.
Send it
Press “Send campaign”, then “Send now” in the confirmation. The audience is worked out at that moment, each client is checked for consent and a way to reach them, and the whole send is checked against your monthly allowance. If the allowance cannot cover it, nothing is sent and a message says why. Before you send, “Send a test to me” mails the saved draft to your own address, marked as a test.
Or send it later
Press “Schedule” instead to pick a date and time. The campaign then goes out on its own at that time.
Watch it go
The status changes to “Sending…” and then to “Sent”, and the page switches to the results. While it is still sending, “Cancel send” stops the messages that have not gone yet; you confirm it first, because what has already gone out cannot be taken back.
Common questions
- Can I edit a campaign after it is sent?
No, a sent campaign is a record of what went out. Press “Duplicate” to get a new draft with the same content and audience, and change that.
- How do I delete a campaign?
Only a draft can be deleted: open the ⋯ menu on its row in Campaigns, choose “Delete draft” and confirm; the draft is gone for good. A scheduled campaign has to be unscheduled first, and a sent or cancelled one can be archived instead.
- Can I send myself a test first?
There is no separate test button. Add yourself as a client with a tag nobody else has, send the campaign to that tag, then press “Duplicate” and send the copy to everyone.
- Does a text campaign need a subject?
No. Only an email has a subject line; a campaign sent as a text, on WhatsApp or on Telegram is saved without one. An email campaign cannot be sent until it has a subject.
Read next
Schedule a campaign for later
Pick the date and time a draft goes out, and take it back to a draft if you need to change it.
See how a campaign did
Read the numbers on a sent campaign, stop one that is still sending, and reuse or archive it.
Create a campaign
Write the message, choose the channel and the audience, check how many clients it will reach, and save it as a draft ready to send.
Buy or cancel extras: credit packs, module groups and an extra place
Raise a monthly allowance or add a module group in the middle of your term. Extras are paid for by the day to the end of the term, renew with your licence, and one you cancel stays until the renewal.
More in Campaigns
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