The email system lets you send targeted campaigns to segments of your contacts.
Go to Email → Campaigns to see all campaigns in your workspace.
Click New Campaign and fill in:
- Name — internal label, not shown to recipients (max 200 characters)
- Subject — the email subject line (max 998 characters)
- Body — the email content (supports HTML, max 500,000 characters). Use merge variables like
{{firstName}},{{lastName}},{{email}}— values are automatically HTML-escaped for safety - Segment — which contacts to send to
- Category — which communication category (newsletter, events, action-alerts). Contacts who have unsubscribed from this category will be excluded
- Schedule — send now or schedule for a specific date/time
Before sending, use Send Preview to send a test email to any address. This lets you verify formatting, merge variables, and the unsubscribe link.
Campaigns go through these stages:
| Status | Meaning |
|---|---|
| Draft | Not yet sent. Can be edited. |
| Scheduled | Will be sent at the scheduled time. |
| Sending | Currently being dispatched. |
| Sent | Delivery complete. |
After a campaign is sent, the detail page shows delivery metrics:
- Sent — total emails dispatched
- Delivered — confirmed delivery
- Opened — recipients who opened the email
- Clicked — recipients who clicked a link
- Bounced — delivery failures
You can also see individual email records with their status.
Contacts can manage their own email subscriptions via an unsubscribe link included in every campaign email. The link takes them to a preference center where they can opt in/out of each communication category.
Admins manage communication categories in Settings → Email Categories. Each category (e.g., "Newsletter", "Event Invitations", "Action Alerts") can be toggled on/off per contact.
When sending a campaign, contacts who have opted out of the selected category are automatically excluded from the recipient list.
Include {{unsubscribe}} in your email body to insert a personalized unsubscribe link. This is required for compliance and good practice.