Send an Email

Rob Howard Updated by Rob Howard

After previewing and testing your email, you are ready to schedule an email to send.

There are 3 ways you can send emails to your contacts:

  • Schedule an email
  • Send a published email to a contact
  • Send as part of an Autopilot automation
You can review how to schedule an email video tutorial (below) or keep scrolling for step-by-step instructions!

But first, you need to make sure you have added the necessary contacts to your Campaign.

Add Your Segments to a Campaign

  1. Go to Campaigns
  1. Select the campaign your assets are housed in.
  2. Go to Campaign Settings

  1. Look for Target Audience, and add your segments here.

Schedule an Email

Scheduling an email is the easiest way to send an email to your contacts. From either the Email Designer's options or the Email Settings click Schedule to open the message scheduler:

The message scheduler is the same for sending emails, text messages, push notifications, social media posts and more. 

Send a Published Email to a Contact

To send a single email to a contact without scheduling the email and to bypass sending rules navigate to All Emails and browse the list of all published emails.

  1. Click on the options menu of the email to send:
  1. Select Send Email.

This will open a popup. Select the contact to send the email to and click send.

If the selected contact is not in the campaign they will be automatically added to the campaign.

Send using automation

To send an email using a campaign's Autopilot automation. Add an email send action and select the email to send:

How Did We Do?

Manage Senders

Mocking a forwarded or replied to email

Contact