Send a campaign
Write a marketing email, choose its audience, check the preview, send yourself a test, then send it now or schedule it and follow its delivery.
Who: the Global Admin. Path: Platform context › Sidebar › Marketing › Campaigns.
Steps
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Open Marketing and select the Campaigns tab, then New campaign.
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Enter a Name for yourself and choose the Default language.
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Under Text by language, open the default language’s tab and write the Subject, the Preview text and the Message (Markdown). Use the Formatting toolbar for bold, a heading, a list, a link or a Button. Write the other languages too if you want; a recipient whose language is missing gets the default one.
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Watch the Preview on the right, and switch it to Phone to see the email on a small screen.
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Under Audience, tick Leads and narrow them, for example by a tag you gave them in Leads; tick the Platform users roles you want; add Other addresses if needed. The count shows how many addresses will receive it and how many unsubscribed and are left out.
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Select Send test to me and check the email in your own inbox. The draft is saved first.
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Select Send now and confirm, or Schedule, choose when under Send at and select Schedule.
Result
The toast confirms that the campaign is being sent or is scheduled, and it appears in the list with its status. Open it to watch Queued, Skipped and Delivered grow and to see each address under Recipients. A scheduled campaign can be unscheduled, sent now or cancelled until its time comes. Every action is written to the audit log.
If Send now or Schedule says nobody would receive the campaign, or that the audience is too large, change the audience: a campaign reaches between 1 and 5,000 addresses.