Send a campaign
One message to a group of clients — building it, checking it, and choosing between sending it now and scheduling it.
2 min readUpdated August 15, 2026Managers · Owners
There's a gap on Thursday afternoon and forty people who haven't been in since spring. A campaign is the one message that goes to all of them.
Apps → Marketing → Campaigns is the list: everything you've built, what became of it, and how it did.
Building one
- 1
Press New campaign. A drawer opens from the right.
- 2
Choose the channel — Email or Text. This is the one thing you can't change later, because the content is shaped around it.
- 3
Give it a name. It's for your reference only; clients never see it.
- 4
Write it. Email takes a subject line, optional preview text (the snippet most inboxes show after the subject) and a body. Text takes the message and nothing else.
- 5
Press Create campaign. It's saved as a draft and opens its own page.
- 6
Set the audience — see Choosing who gets it. A new campaign starts aimed at everyone.
- 7
Send now, or Schedule it for a date and time.
Nothing is sent until you press one of those two, and neither is reversible. There's no recall on an email that has already left.
Draft, scheduled, sent
The Status column carries the whole story of a campaign:
- Draft — still yours. Editable, audience changeable, nothing has gone out.
- Scheduled — waiting for its moment. You can still Send now to bring it forward, or Cancel campaign to call it off.
- Sending — going out right now.
- Sent — done. The page turns into the results.
- Failed — the send started and didn't complete.
- Cancelled — called off before it went. Kept in the list on purpose.
Only a draft can be edited. That is the point rather than a limitation: what a client received is not something anybody should be able to quietly rewrite afterwards.
Before you press send
The campaign page shows you everything the send will use, in the order it matters: the Settings (subject line, preview text), the Content rendered as the client will see it, the Audience with a live count of who's eligible, and the Schedule.
Read the content card rather than the editor. It renders the actual email, images and all, which is where a broken link or a missing line break becomes obvious.
The AI insights panel on a draft offers a Pre-send check — consent, opt-out language and the content basics — and it takes about five seconds. See Write it from a sentence.
Common questions
What's the difference between a campaign and a flow?
A campaign is sent once, by you, to a group you choose. A flow fires on a trigger, one client at a time, for as long as it's switched on. "20% off this Friday" is a campaign; "thank you for coming in" is a flow.
Can I edit a campaign after sending it?
No. A sent campaign is a record of what went out. Only a draft can be edited — use Duplicate to start a new one from it.
What does Cancel campaign do?
Stops a draft or a scheduled campaign from ever going out. It doesn't delete it — the campaign stays in the list marked Cancelled, so a scheduled send that got called off leaves a trace instead of vanishing.
How long can a text campaign be?
2,000 characters, but that's a ceiling and not a target. Texts are charged by length, so a long message costs several times a short one to send to the same list.
Can I send the same campaign to two different groups?
Duplicate it, change the audience on the copy, and send both. The duplicate arrives as a fresh draft with the content already in it.
Who can send campaigns?
Owners and managers. Other roles don't see Marketing in Apps.
Related articles
- Choosing who gets itCampaigns · Consent first, then the filters — tags and conditions, the live eligible count, and why the number is always smaller than your client list.
- Write it from a sentenceCampaigns · Describing the campaign you want and getting a draft back — the copy, the audience, and the pre-send check that reads it before your clients do.
- Did it workCampaigns · Opens, clicks and bounces on the campaign page — and the one place that tells you what recipients actually did afterwards.
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