Send an email campaign
Write an email template, then send it to contacts who agreed to receive marketing emails.
Team members with marketing access ยท 4 min read
Steps
- Add your business mailing address in Settings first. It appears in the footer of every marketing email.
- Open Marketing, then Email campaigns, and choose Templates. Start from a ready-made email, such as Monthly newsletter, or write your own, then choose Save template.
- Personalise with {{first_name}}, {{last_name}} or {{business_name}}. Do not include health information.
- Choose Campaigns, give the campaign a name, choose your template and choose Create draft.
- Add audience tags to choose who receives it. Only contacts who agreed to marketing emails and have not unsubscribed are included.
- Send a test to yourself, then send it now or schedule it. A scheduled campaign can be cancelled until a minute before it goes out.
Check it worked
The campaign shows as sent or scheduled, and the delivery results list the people who received it.
Common questions
A contact is left out
They have not agreed to marketing emails, have no email address or have unsubscribed. Rella checks this again as each email is sent.
Open Email campaigns (sign-in required)