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Email Campaigns let you send branded emails to your contacts at scale. Choose between a classic editor for full control or AI-powered personalization for unique messages per recipient.

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Broadcast Types

TypeDescription
Classic EditorRich text editor with template support, merge tags, and scheduling
AI PersonalizedAI generates a unique email for each contact based on your content

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Creating a Classic Broadcast

1

Choose Broadcast Type

Navigate to Campaigns > Email and click Create Broadcast. Select Classic Editor.
2

Set Up Details

Enter a broadcast name, select a From address, choose your Audience (all contacts, subscribers, or a custom segment), and write your Subject line.
3

Compose Content

Write your email using the rich text editor. Optionally select a template to start from — Brand Builder templates for styled designs or Quick Compose templates for simple layouts.
4

Personalize with Merge Tags

Insert [First Name] or [Last Name] merge tags to personalize each email with the recipient’s details.
5

Configure Options

Optionally set a Reply-To address, Preview Text (the snippet shown in inboxes), and a Schedule for future sending.
6

Send or Save

Click Send to deliver immediately, or Save as Draft to come back later.

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Creating an AI Personalized Broadcast

1

Choose Broadcast Type

Navigate to Campaigns > Email and click Create Broadcast. Select AI Personalized.
2

Set Up Details

Enter a broadcast name, select a From address, choose your Audience, and write your Subject line.
3

Provide Content

Paste your article, announcement, or product update into the content area. The AI uses this as the basis for personalization.
4

Generate Personalizations

Click Generate Personalizations. The AI creates a unique version of the email for each contact (up to 10), tailored to their profile.
5

Review Previews

Expand each contact’s preview to review the personalized content before sending.
6

Send

Click Send to deliver the personalized emails.
AI Personalized broadcasts work best with substantive content like product announcements, case studies, or industry insights that the AI can tailor to each recipient.

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Templates

Templates give you a head start when composing Classic broadcasts.
Template TypeDescription
Brand BuilderStyled HTML templates created with the visual editor. Preserves your brand design — content is view-only in the broadcast editor.
Quick ComposeSimple text-based templates. Fully editable in the broadcast editor.
Manage templates from the Templates tab on the Email Campaigns page. When creating a broadcast, select a template to auto-populate the subject, content, and formatting.

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Audience Targeting

Choose who receives your broadcast:
AudienceDescription
All ContactsEvery contact in your organization
SubscribersContacts who have not unsubscribed
Custom SegmentsFiltered groups you’ve created (e.g., by industry, location, or engagement)
Manage segments from the Audience tab on the Campaigns page.

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Broadcast Status

StatusDescription
DraftSaved but not sent. Fully editable.
ScheduledQueued for future delivery. Editable until send time.
SendingCurrently being delivered.
SentDelivered to all recipients.
FailedDelivery encountered an error.
You can edit or delete broadcasts in Draft or Scheduled status. Once a broadcast is sending or sent, it becomes read-only.

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Scheduling

Schedule broadcasts up to 30 days in advance. Supported formats include:
  • today, tomorrow
  • in 3 days, in 1 week
  • 03/15/2026 3:00 PM
  • 2026-03-15 15:00
All times use your local timezone displayed in the scheduling field.

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Tracking & Analytics

After a broadcast is sent, view engagement metrics:
  • Total Sent — Number of emails delivered
  • Total Opened — Unique opens
  • Open Rate — Percentage of recipients who opened
Click View in the Opens column on any sent broadcast to see per-recipient open data, including how many times each contact opened the email.

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Next Steps

Voice Campaigns

Set up outbound calling campaigns

Monitoring

Track campaign performance in real time