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Send an email campaign

Pick a template, filter who receives it, check the count, and send.

Who can do thisowneradmin

Steps

  1. Open Email editor and start a campaign.
  2. Pick a template.
  3. Set the audience by status, ticket type and checked-in state.
  4. Click estimate recipients and read the number.
    Email campaign panel with template, audience filters and the recipient estimate
    Email campaign panel with template, audience filters and the recipient estimate
  5. Send a test to your own address.
  6. Read the test on a phone.
  7. Send.

Do not skip the estimate and the test

These two steps are the entire safety net. Email cannot be recalled.

The estimate tells you whether your filters mean what you think. If you expected 300 and it says 1,400, your filter is wrong — find out now, not from the replies.

The test shows you the real email with real merge tags filled in. Read it on a phone, check the subject line, check any links.

There is no undo, no draft state and no delay. Send goes immediately to everyone matching the filter. Every filter mistake is a mistake in real inboxes belonging to your customers.

Filtering the audience

Status — Confirmed only, for most sends. Include Pending if you are chasing incomplete registrations.

Ticket type — for anything specific to one group: workshop instructions, VIP arrangements.

Checked in — most useful after the event has started. Not checked in on day two is your "we missed you" list; checked in is your thank-you and feedback list.

Sends worth making

What happens next

Emails send immediately. Delivery appears in each attendee's email history, and across everyone in the Email delivery log report.

Common problems

The estimate is zero. Your filters exclude everyone. Widen them.

It went to the wrong people. Nothing can be done once sent. A brief, plain correction to the same audience is better than silence.

Many bounces. Expected on any large list — typos, closed mailboxes. Check the delivery log and correct the addresses worth fixing.

It went to spam. Corporate filters are aggressive with bulk mail. Avoid all-caps subjects and excessive links, and tell people at registration to expect email from you.

You want to send at a specific time. Use Schedule an email.

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