TL;DR
Campaigns let you send bulk emailsānewsletters, flash sales, remindersāwithout a trigger. Draft the email on the same canvas you use for Journeys, pick your audience via Tags, then Send now or Schedule. Sending is limited to paid plans; free users can draft and preview.
š§ What is a Campaign?
A Campaign is a singleāstep workflow that delivers an email to all profiles or a tagged subset, either immediately or on a future date/time. Itās perfect for:
Monthly newsletters
Holiday promos / flash sales
Billing or policy updates
Unlike Journeys (which react to events), Campaigns are manual broadcastsāyou decide when they go out.
Before You Start
Requirement | Why it matters |
Paid subscription to schedule or send | Freeātier workspaces can build drafts but must upgrade to actually send. |
Verified sending domain | Ensures deliverability & brand trust. |
Tags applied to profiles | Campaigns use Tags for audience targeting (Segments coming soon). |
ā¹ļø Need help adding tags? See How to use Tags.
5āStep Quick Start
Open Campaigns from the left nav.
Click New campaign ā give it a descriptive name ā Create.
On the canvas:
Audience node (preāselected)
ā¢ Send to: choose All Profiles or search tags to include/exclude.
ā¢ Review the Estimated recipients count.Email node
ā¢ Enter Subject line, Sender name/email, and craft your content.
ā¢ Preview for desktop & mobile.
Click Schedule or send now in the topāright.
Send now ā ships immediately.
Schedule ā pick date and time.
Confirm ā Send / Schedule campaign.
If youāre on the Free plan, the modal shows an Upgrade to schedule or send button.
Managing Existing Campaigns
The Campaigns table displays:
Column | Description |
Type | Channel icon (email) |
Campaign name | Click to open canvas |
Schedule | Scheduled send date/time or āāā for drafts - in your local timezone |
Last update | Timestamp of last edit - in your local timezone |
Status | Draft Ā· Scheduled Ā· Sending Ā· Sent Ā· Paused Ā· Failed |
Delivered / Open rate / Click rate | Live metrics once sent |
Use the Search bar to filter by name and the column headers to sort. Pagination controls appear at the bottom right.
Paused Status (automatic)
Campaigns automatically switch to Paused when your workspace exceeds its monthly email quota. Draft campaigns remain Draft; only Scheduled campaigns are automatically paused. You cannot manually pause or resume a campaignāthe status will revert to its original state once your quota renews or after you upgrade your plan. Learn more in Understanding Messaging Quotas.
Duplicating a Campaign
Click ā® next to any campaign in the table and choose Duplicate. The copy opens in Draft mode so you can:
Rename the campaign
Adjust the audience tags
Edit email content
Schedule or send
Editing a Scheduled Campaign
Need to tweak a scheduled send? First cancel the schedule:
Click ā® ā Cancel schedule (this reverts the campaign back to Draft).
Make your changes on the canvas.
Reschedule or send immediately.
Troubleshooting & FAQs
Question | Answer |
Why canāt I click Send? | Youāre on the Free plan or you have exceeded your monthly quota Upgrade or start a trial. |
My estimated recipients shows 0. | Verify you selected at least one tag and that tagged profiles exist. |
What happens if I exceed my monthly quota? | The Schedule/Send modal will block the action with a quota alert and prompt to upgrade. |
Can I add SMS or Push? | Not yetāmultiāstep campaigns with additional channels are on our roadmap. |