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Create an email campaign

Marketing and Leads

2 min read

Create an email campaign

Prepare a focused campaign, choose the right audience and complete a careful pre-send review.

Last updated 23 August 2026

Email campaigns help you follow up with people who have an appropriate relationship and permission to hear from your business.

Start a campaign

  1. Open Emails from the workspace navigation.
  2. Select Compose Email.
  3. Confirm the From name and Reply to address.
  4. Choose the intended mailing list.
  5. Write the subject, preview text and message body.
  6. Add one primary call to action where possible.
  7. Select Preview, then use Send Now or Schedule for later only after the review is complete.

Review the audience

Send only to people your business is permitted to contact for that purpose. Exclude unsubscribed or suppressed contacts and avoid uploading lists whose source you cannot explain.

Complete a pre-send check

  • Sender identity and reply route are correct.
  • Subject and preview text match the message.
  • {{first_name}} is used only where a missing name will not make the sentence awkward.
  • Links open the intended destination.
  • The message is readable on a phone.
  • The automatic unsubscribe route is present in the delivered test.
  • The schedule uses the intended date and time.

After sending

Review delivery and engagement signals in context. Do not treat one open as proof of interest. Use replies, link activity and customer outcomes to improve future messages.

Safety step: send a test to an account you control and read the complete email before scheduling the real audience.

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