Sending Mailings

The send tab is home to your email and SMS sends, allowing you to create a campaign and begin mailing your customers.

Campaigns work as folders to store and organize mailings, offering a way to group data for reporting.

Mailings are the individual sends that you create for each communication, e.g. a one-time mailing to announce a new product or a recurring mailing to provide regular news updates.

Before creating a mailing, you may need to:

Navigating the send tab

The send tab is divided into two sections: campaigns and mailings.

The campaigns section allows you to view your available campaigns and create a new campaign. Use the show more button to expand the list and view your campaigns.

The mailings section consists of:

  • The left hand menu - where you can select a mailing type, e.g. simple send, drip mailing, etc.

  • A context-specific mailing table - which displays the list of created mailings of the type you select in the left hand menu and a create button for the mailing or template type.

Tip: hovering over a campaign or mailing displays a row of icons in the actions column of the table, allowing you to edit, delete, etc. your campaign/mailing.