How do I create a campaign?
In Email Marketing > Campaigns, click New campaign. The wizard has three steps:
- You define the Campaign name (internal), the Sender the email goes out from, and who it goes to: you choose an audience or load recipients manually.
- You write the Email subject, an optional preview text, and choose the template that gives it the design. With Create template you can build a new one without leaving the flow: when you finish editing it, you return to the campaign with everything you had already entered intact.
- You review the summary and decide when to send.
Do I have to save the draft?
No. The campaign saves itself as a Draft as soon as you start filling in the wizard (subject, template, audience, or recipients). It shows up in the campaign list, it's visible and resumable by the whole team, and if you reload or come back later it picks up right where you left off. Nothing is sent until you send it.
Can I schedule it for later?
Yes. In the last step, pick a date and time under Schedule send and press Schedule: the campaign shows as Scheduled and goes out on its own a few minutes after that time, with whatever it has at that moment (if you edit it in the meantime, it goes out with your changes). If you'd rather send it now, use Send now and confirm in the prompt.
Only owners and admins can schedule a campaign, change when it goes out, or unschedule it, just like sending it: it's deciding a send. A member with access to the module can prepare it and leave it as a draft.
How do I change or unschedule a scheduled campaign?
Open it from Campaigns (clicking a scheduled campaign takes you to the wizard). Next to the title you see Scheduled with its date, and in the last step:
- Save changes — saves what you edited and the campaign stays scheduled for the same time (the date is right below the button).
- Save and reschedule — appears when you change the date or the time: it saves and moves the send to the new time.
- Unschedule — after you confirm, the campaign goes back to Draft with all its content and doesn't go out. You can edit it and schedule or send it whenever you want. It's also in the ⋮ menu of the campaign list.
What if it can't go out at its time?
If at its time the campaign can't go out — the sending domain isn't verified, the postal address is missing, this month's plan has no room, or there are no recipients left — or if more than an hour goes by without it going out, it isn't sent: it goes back to Draft, the list shows Not sent next to it (hover over it to see the time it had and why), and whoever created it and whoever scheduled it get a notice in the notifications bell. That way an old campaign never goes out by surprise. Fix the cause and schedule it again or send it.
What do I need ready beforehand?
- A configured sending domain, or the campaign won't be able to go out. See Configure your sending domain.
- At least one audience. See Segment your contacts into audiences.
Still have questions?
Ask MIA, the MB Suite AI assistant: open it with the MB AI button (⌘J) in the top bar. MIA knows the section you're in, so you can ask it about what you see on screen — and it can also answer how-to questions about using MB Suite.