Email and automation

Sending your first campaign

Verification, sender, double opt-in and the suppression list — what delivery depends on.

Updated

Before anything goes out

  1. 1Verify your email with the link sent at registration. Until an owner of the organisation has confirmed an address, no campaign can be sent.
  2. 2Settings → Email: the sender name and address. Mail goes out through your SMTP provider — domain authentication (SPF, DKIM) is configured there.
  3. 3A template: Templates → New. The variables {{first_name}}, {{last_name}}, {{full_name}}, {{email}} and {{company}} are safe; a variable nothing fills in goes out empty.

To whom

A static list or a dynamic segment (a saved filter). A segment's members are resolved when the campaign goes out; the preview runs the same predicate as the send, so the number you see is the number that goes.

Only subscribed recipients get mail, and suppressed addresses — unsubscribed, bounced, complained — are skipped even if their record says otherwise.

Double opt-in

Switched on for a form, the submitter is not subscribed until they click the confirmation link. The link lives seven days. The confirmation goes into the consent history with IP and browser — which is what a complaint or a regulator asks for.

The send

The Send button does not send: it expands the campaign into rows — so you learn at once if the list is empty or the monthly quota full — and a worker sends them, fairly across companies. The campaign page shows queued, sent, opens and clicks.

A failed send retries after 10, 20 and then 40 minutes, then stays failed. A mail server that is refusing, retried every thirty seconds, turns a short outage into a long one.

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