Create a campaign or automation

R

Rajat saini

Last updated on Jul 9, 2026

Create a campaign or automation

Send a campaign

  1. Go to Marketing → Email.
  2. Create a campaign, choose a template and the contact group to send to.
  3. Review, then send now or schedule it for later.
  4. After sending, watch stats: delivered, opened, clicked, bounced, unsubscribed.

Build an automation

  1. In Marketing → Email → automations, create an automation.
  2. Add steps — for example a welcome email on signup, then a follow-up after a delay.
  3. Set delays and channels, then activate it. New subscribers flow through automatically.

Tips

  • Send to consented, engaged contacts for the best deliverability.
  • A/B test subject lines to improve open rates.

Troubleshooting

  • Low opens — try a clearer subject and send-time; clean out inactive contacts.
  • High bounces — remove invalid addresses; make sure your sending domain is authenticated.

Related: Build contact lists and add subscribers · Create a branded email template