Templates and sending
Design email templates, set up a sender profile, send or schedule a campaign, and read the results.
Updated November 9, 2026
Who can use this: Roles with email access. Sending a campaign needs the campaign send permission.
To send a campaign you need a template, a sender profile and an audience. See Lists, subscribers and segments for the audience.
Set up a sender profile
Open Settings, then SMTP Profiles, and create a new profile.
Enter a Profile Name and the Sender Name and Sender Email.
Enter your SMTP Host, SMTP Port, SMTP Username, SMTP Password and Encryption.
Save, then click Test SMTP Connection.
Optional: turn on Enable IMAP polling to detect bounces from a mailbox.
Create a template
Open Email, then Templates, and click New template.
Add blocks to the canvas and edit them. Set colors, fonts and width under Design settings.
Under Template settings, set the name, Subject line, Preheader and status.
Use merge tags to personalize, such as
{{first_name}}.Save the template. Only active templates can be picked for a new campaign.
Build and send a campaign
Go to Campaign Builder and click New campaign.
Choose a Template and confirm the Subject line and Preheader.
Choose a Sender profile.
Pick your Lists and Segments. The recipient count updates as you choose.
Click Send Test to send yourself a copy. Merge tags are filled from a real subscriber where possible.
Set a Schedule date and click Schedule, or click Send now.
A campaign can only be sent once it has a subject, content, recipients and a working sender profile. A list of what is missing appears on the page. Its status moves through Draft, Scheduled, Sending and Sent, or Failed.
Read your results
Go to Reports and set a date range. You see totals for Sent, Delivered, Opens, Clicks, Bounces and Unsubscribes, the open, click, bounce and unsubscribe rates, and a table of each campaign's performance.
Limits and good to know
Add Tracking Domain and Webhook Secret to a profile if your email provider reports events by webhook.
Only people with the status Subscribed receive a campaign.
Related
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