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What this page helps you do

Create a one-shot or drip campaign from start to finish. You’ll choose the audience, set the campaign goal, let AI generate the content, preview it, and send or schedule.

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Before you start

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Step 1: New campaign

  1. Go to Campaigns and click New campaign.
  2. Choose One-shot or Drip sequence.

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Step 2: Select audience

  • All contacts — Everyone in your contact list (within plan limits).
  • By tags — Only contacts with selected tags (e.g. inactive, vip).
  • Manual — Hand-pick specific contacts.
The wizard shows a reach estimate (how many unique contacts will receive the campaign). If it shows zero, add or import contacts or adjust your segment. Optionally add a CTA link (call-to-action URL). Links in the email can be tracked; the CTA is used for click tracking and stop-on-click rules.

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Step 3: Choose brand, signature, and goal

  1. Select the brand config (tone) for this campaign.
  2. Select the signature to append to the email (create one under Settings → Signatures if needed).
  3. Enter the campaign goal — a short description of what you want to achieve. Examples:
    • “Re-engage users who haven’t logged in for 7 days”
    • “Get trial users to complete onboarding”
    • “Promote our new feature to paying customers”
The AI uses this goal and your brand tone to generate subject lines and email bodies. Content may be checked for spam-prone wording; the app will flag issues when possible.

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Step 4: Reply-to, CC and BCC

Fine-tune who receives the email and where responses should be directed.
  • Reply-to — The email address where you want to receive replies. By default, this is your brand’s email or your account email.
  • CC (Carbon Copy) — Visible to all recipients. Useful for keeping team members in the loop.
  • BCC (Blind Carbon Copy) — Hidden from other recipients. Useful for CRM logging or compliance.
Recipient Limit: Each email has a total limit of 50 recipients. This count includes the primary contact plus all CC and BCC addresses.

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Step 5: Generate content

  1. Click Generate.
  2. Review the subject line and email body.
  3. Edit if needed. You can regenerate or tweak the text.
  4. For drip sequences: repeat for each step (Day 1, Day 3, etc.).

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Step 6: Preview

  • Use the Desktop and Mobile toggle to see how the email looks on different devices.
  • Check links, images, and formatting.
  • Ensure the CTA and tone match your goal.
Always Send test before launching. We email a copy to your account email so you can verify it in your real inbox.

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Step 7: Send or schedule

  • Send now — Emails go out immediately (within minutes, depending on queue).
  • Schedule — Pick date and time. Emails send automatically at that time.
  • Save as draft — Finish later. You can edit until you send.

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What happens next

  • Emails are sent via our email infrastructure with open and click tracking.
  • The campaign detail page shows metrics: sent, delivered, opened, clicked, and delivery success/failure rates.
  • If you set auto-stop rules, engaged contacts will not receive later drip steps.

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Troubleshooting

Refine your brand config with a custom prompt or example emails. Regenerate the campaign content after updating.
Check spam/junk. Ensure your account email is correct in settings. Wait a few minutes — delivery can be delayed.
Yes, as long as the campaign is still in draft. Changing the audience may affect who receives the emails.

Campaigns overview

One-shot vs drip, statuses.

Manage campaigns

Edit, send, schedule, stop.

Campaign analytics

Metrics and recipient activity.