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Create and send your first campaign

EmailfiedUpdated Oct 2, 20265 min read

A campaign is one email sent to a list of contacts. Here’s the full path from a blank canvas to a sent send.

Start a new campaign

From Campaigns, click New campaign. Give it an internal name (only your team sees this) and a subject line (this is what recipients see).

The new-campaign dialog with name and subject.

Design the email

Drag blocks — text, image, button, divider — onto the canvas in the block editor. Click any block to edit its content and styling on the right.

The block editor with a few blocks placed.

Choose the recipients

Pick a list, or filter contacts by fields like company, industry or status. The recipient count updates as you refine the audience.

Preview before you send

Use Preview to see the email exactly as a recipient will. Send yourself a test to check it in a real inbox.

Tip — Always send a test to yourself first. Links and images can look different in a real inbox than in the editor.

Send or schedule

Send now, or schedule it for a date and time. Scheduled campaigns can be edited or cancelled up until they go out.

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