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Lifecycle & automation

Send or schedule an email campaign

Move a saved email from internal review to immediate, scheduled, or optimized delivery.

Availability depends on your plan, permissions, and connected channels.
Before you start

What you’ll need

  • A saved marketing email
  • A valid audience
  • A configured sender
  • Publish permission
Step by step

Follow the workflow

  1. 1

    Confirm sender readiness

    The email list should show a configured sender without a verification or sandbox warning.

  2. 2

    Open and test the saved email

    Use Send test email and verify sender identity, subject, preheader, layout, personalization, products, links, and unsubscribe behavior.

  3. 3

    Review the audience

    Confirm the selected audience, consent state, exclusion logic, and expected recipient count.

  4. 4

    Choose delivery timing

    Select Send immediately, a custom date and time, or AI-optimized delivery over the next 24 hours. Verify the timezone.

  5. 5

    Queue the campaign

    Return to the email list and use the send action. This is an external action and requires publish permission.

  6. 6

    Monitor delivery

    Check queued, scheduled, sent, failed, and skipped status, followed by delivered, open, click, bounce, and unsubscribe metrics.

Good to know

Important notes

Note

After an email is queued or sent, it is locked. Duplicate it to create a new editable version.

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