Set up a campaign's audience and sending

This article covers two setup steps: Audience (who gets the email) and the Send from part of Sending (which mailbox and address it comes from).

Audience: who should hear from you?#

1. In the campaign setup, go to Audience.
2. Tick one or more groups. They're split into Your groups and Shared groups. When you have more than six groups, use Search groups.
3. Click Continue (Continue to content on wider screens).

A company that's in several of the groups you pick is contacted only once. Groups showing No companies yet can't be picked.

If you have no groups yet, click Create a group. See Use groups as campaign audiences.

Send from: mailbox and sender#

In Sending, under Send from:

1. Choose a Mailbox. If your team has only one, it's chosen for you.
2. From starts on the mailbox's default sender. Pick another of its senders from the list to change it.

No mailbox yet? Click Connect a mailbox. It opens in a new tab, and everything else you've chosen is kept.

After launch: the Email tab#

On a campaign's page:

• Audience lets you add or remove groups.
• Email → Settings opens Email settings, with every sending option in one form:
  • How emails are written;
  • Companies a day and Allow resends;
  • Send from (Mailbox and From);
  • Fallback inboxes;
  • Default attachments (Add files): files attached to every email from this campaign, on top of any attached to its templates;
  • Sending window.

Click Save settings when you're done; you'll see "Email settings saved".

Channels#

Campaigns send email only. WhatsApp, SMS and push aren't available yet.

Troubleshooting#

• "Pick at least one group to send to.": tick a group in Audience.
• "The groups you picked have no companies yet": add companies to the group, or pick another one.
• "This integration has no sender identities yet": add a sender. See Senders and the default sender.
• The mailbox shows "Access revoked": see Reconnect a mailbox.
• Outlook: a single email's attachments can't add up to more than 3 MB.