Send or schedule an email campaign
When your email campaign is ready, open Send and Schedule to choose recipients, pick a delivery method, and send or schedule the message from the Marketing area.
Before you send
Finish the campaign content in the email builder first. Templates hold branding and layout; campaigns carry the message and control who receives it and when it sends.
Build or edit the campaign from How to use the Email Builder. For the difference between the two, see Email Templates vs. Email Campaigns.
Preview the message with a test email before you deliver to your full list.
Set the sender to your organization's Account Name and Account Email before sending — see Email campaign sender settings.
Open Send and Schedule
Start from the campaign you want to deliver in Email Campaigns.
Go to Marketing → Emails → Email Campaigns.
Open the campaign you want to send, or create one with Create Campaign.
Click Send and Schedule.
Choose a delivery method
In Sending Options, set when the campaign sends. JourneyCARE supports four delivery methods:
Send Now — sends to your designated recipients all at once after you choose Send
Schedule — sends to your designated recipients all at once at a specific date and time, based on your account time zone
Batch Schedule — sends in smaller batches, starting at a specific date and time based on your account time zone
RSS Schedule — sends at a scheduled date and time based on your account time zone, with updates from an RSS feed such as new blog posts or product updates
For batch timing examples, what you can edit after scheduling, and a full comparison of each method, see Email delivery methods.
Choose recipients
In the Recipient section on the Send or Schedule screen, decide who receives the campaign.
In the Recipient section, click Build Segments.
Add conditions using Tags, Contacts, Smart Lists, or Segments.
Combine rules with AND/OR logic as needed.
You can also choose a smart list or other recipient options in Sending Options.
Send or schedule the campaign
After delivery method and recipients are set, finish the send from Sending Options.
Confirm when the campaign sends, who receives it, and any batch timing.
Send the email, or save the schedule if you chose a scheduled method.
After you schedule
For Schedule, Batch Schedule, and RSS Schedule, you can edit the delivery date and time until one hour before the scheduled send. For Batch Schedule and RSS Schedule, you can also edit the email content while the schedule is running.
To stop or update a scheduled campaign later, follow Change an email that's already scheduled. After delivery, review opens, clicks, and delivery results in Check email statistics.