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Send an email campaign

Create a campaign, pick who it goes to and which email it sends, and test it in your own inbox. At the end, the campaign is sending or scheduled, and Send Logs shows who received and opened it.

Before you start

Steps

Create the campaign

  1. Open Email in the left rail, then select Campaigns.
  2. Click Create email. The Create Campaign page opens with 5 cards. Fill them in any order.
  3. In Name this email, type an Email name, for example Newsletter - May 2026. Only your team sees it. It is not the subject line.
  4. In Who is sending it?, choose an address in Send from. If the list is empty, click Add a sending address.
  5. In Who will receive it?, choose a list in Send to a list. To add people 1 by 1, click Pick people, tick them in Who should get this?, and click Done.
  6. Optional: choose a segment in Segment (optional — narrows the list above). Only people on the list who also match the segment receive it.
  7. In What are you sending?, choose a template in Email to send. Click Preview this email to check it, or Design a new email to make one.

The bar at the top shows which cards are done, and the footer reads N of 5 completed.

Test the campaign

  1. In Preview & test, click Send Test Email. On a new campaign, click Save Draft & Send Test instead.
  2. In Test Send — …, type 1 or more addresses in Recipient emails (comma-separated).
  3. Confirm. The test arrives with [TEST] before the subject.
  4. Open the test and check the links, images and merge tags.

A test send does not count toward the campaign's figures and does not appear in Send Logs.

Optional: A/B test 2 versions

  1. In What are you sending?, turn on Enable A/B Testing.
  2. Choose a different template in Variant B Template.
  3. Drag the slider to set what share of the audience gets Variant B. The rest gets the main template.

After sending, compare opens and clicks for each version on the campaign's performance view.

Send now or schedule

  1. Optional: in Preview & test, click Schedule (blank = send on approval) and pick a date and time. Leave it blank to send right away. If Recommended send time appears, click Apply to use it.
  2. Optional: leave Google Analytics / UTM tracking ticked to tag every link with utm_source=email, utm_medium=email and the campaign name.
  3. Click Send email. The Send this email? dialog shows the list, the sender, and that people who unsubscribed or bounced are skipped.
  4. Click Send email. Your email is on its way appears. A scheduled campaign shows Scheduled in the list and sends at the chosen time.

To stop before sending, click Save for later. The campaign is saved as In progress.

Pass a campaign to a teammate for review

  1. On Campaigns, click ⋮ (More actions) on the campaign, then click Send for review. The status changes to In review.
  2. The reviewer opens ⋮ → Review & approve. The Send "…"? dialog opens.
  3. The reviewer adds a Note (optional), then clicks Send email or Reject.

A rejected campaign can be edited and sent for review again.

Manage a campaign after you create it

Open ⋮ on a campaign row:

  • Edit — only while the campaign is In progress.
  • Duplicate — copies the campaign as a new draft.
  • Send Test — sends another test.
  • Cancel — stops an Approved, Scheduled or Sending campaign.
  • Finish sending — restarts a campaign stuck on Sending. Nobody gets it twice.
  • Resend to Non-openers — for a Sent campaign, creates a draft copy that goes only to people who did not open it. The copy still needs to be sent.

See campaigns on the calendar

  1. Open Email in the left rail, then select Manage, then Scheduler. Campaigns show on the day they send. See Use the Email Scheduler.
  2. Click a day, then click Plan a campaign for this day to start a campaign with that date filled in.
  3. Click Holidays to see the days your business does not send on. See Manage Business Holidays.

Campaign statuses

Status Meaning
In progress Saved, still being written. You can edit it.
In review Waiting for a reviewer.
Approved Approved and about to send.
Scheduled Approved, waiting for its send time.
Sending Going out now.
Sent Every recipient has been handled.
Rejected The reviewer sent it back. Edit it and send it for review again.
Cancelled Stopped before it finished.
Failed The send could not complete.

Video walkthrough

[VIDEO]

Troubleshooting

Issue Cause Fix
Your wallet balance is empty. Please add money to your wallet before sending an email campaign. You have no credits and the campaign uses Ohanvi's default sender. Add funds, then send again.
Choose a list, or pick the people this should go to. No recipients are chosen. Choose a list, or click Pick people.
Pick a sender identity or configure a default one first. No sender is chosen and there is no default sender. Choose a sender in Send from, or set a default sender.
A segment narrows a list. Choose a list too, or clear the segment. A segment is chosen without a list. Choose a list as well.
Variant B must be a different template than the main one. Both versions use the same template. Choose a different Variant B Template.
This account requires a different user to approve a campaign than the one who created it. Your workspace requires a second person to approve. Click Send for review and ask a teammate to approve it.
This was due … when approving The scheduled time has passed. Click Pick a new date, or Send it now anyway.