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.Documentation Index
Fetch the complete documentation index at: https://docs.emanate.ai/llms.txt
Use this file to discover all available pages before exploring further.
Broadcast Types
| Type | Description |
|---|---|
| Classic Editor | Rich text editor with template support, merge tags, and scheduling |
| AI Personalized | AI generates a unique email for each contact based on your content |
Creating a Classic Broadcast
Choose Broadcast Type
Navigate to Campaigns > Email and click Create Broadcast. Select Classic Editor.
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.
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. Adjust font size from the editor toolbar.
Personalize with Merge Tags
Insert
[First Name] or [Last Name] merge tags to personalize each email with the recipient’s details.Add Attachments
Drop in PDF attachments (proposals, spec sheets, decks). Attachments are sent with each individual email — the same file goes to every recipient.
Sign with the Sender Signature
The campaign automatically uses your inbox’s managed sequence signature — edit it once on the Email Settings page and every campaign and sequence step uses the same block.
Configure Options
Optionally set a Reply-To address, Preview Text (the snippet shown in inboxes), and a Schedule for future sending.
Creating an AI Personalized Broadcast
Choose Broadcast Type
Navigate to Campaigns > Email and click Create Broadcast. Select AI Personalized.
Set Up Details
Enter a broadcast name, select a From address, choose your Audience, and write your Subject line.
Provide Content
Paste your article, announcement, or product update into the content area. The AI uses this as the basis for personalization.
Generate Personalizations
Click Generate Personalizations. The AI creates a unique version of the email for each contact (up to 10), tailored to their profile.
Templates
Templates give you a head start when composing Classic broadcasts.| Template Type | Description |
|---|---|
| Brand Builder | Styled HTML templates created with the visual editor. Preserves your brand design — content is view-only in the broadcast editor. |
| Quick Compose | Simple text-based templates. Fully editable in the broadcast editor. |
Audience Targeting
Choose who receives your broadcast:| Audience | Description |
|---|---|
| All Contacts | Every contact in your organization |
| Subscribers | Contacts who have not unsubscribed |
| Custom Segments | Filtered groups you’ve created (e.g., by industry, location, or engagement) |
| Section | Contents |
|---|---|
| General contacts & audience | Standalone contacts and segments — split into nested Contacts and Segments inner tabs |
| Lead audience | Segments built from your Leads table |
| Account audience | Segments built from your Accounts table |
Add to Audience
From either the Leads or Accounts table, select rows and click Add to audience. A unified dialog lets you either:- Create a new segment from the current selection, or
- Add to an existing segment via dropdown
Formatting and Attachments
Each broadcast supports:| Feature | Where to set it |
|---|---|
| Font size | Toolbar in the rich text editor — pick from a defined scale (no arbitrary values) |
| PDF attachments | Drop zone below the editor. Multiple PDFs supported. Sent with every email in the broadcast |
| Sender signature | Auto-applied from the inbox’s managed sequence signature (see below) |
Sender Signature
Broadcasts now use the same signature as Sequences — there is no separate campaign-side signature setting. Every classic broadcast, AI personalized broadcast, and sequence email step renders from the same managed signature.- One canonical HTML signature per inbox — edit once and every campaign and sequence picks up the change on the next send
- Rendered consistently across personalized blocks and template wrappers — the personalized block is signed before being wrapped in the campaign HTML shell, so the signature always ends up at the bottom of the visible body
- Editable from Email Settings → Inbox → Signature, or via the deep link on the Inbox Settings dialog
If you previously kept a separate signature for broadcasts, it’s no longer used. Edit your sequence signature on the Email Settings page once and every send — campaign or sequence — picks it up.
Broadcast Status
| Status | Description |
|---|---|
| Draft | Saved but not sent. Fully editable. |
| Scheduled | Queued for future delivery. Editable until send time. |
| Sending | Currently being delivered. |
| Sent | Delivered to all recipients. |
| Failed | Delivery encountered an error. |
Scheduling
Schedule broadcasts up to 30 days in advance. Supported formats include:today,tomorrowin 3 days,in 1 week03/15/2026 3:00 PM2026-03-15 15:00
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
Duplicating & Viewing Broadcasts
Duplicate a Broadcast
Open the⋮ menu on any broadcast row (draft, scheduled, sending, sent, or failed) and click Duplicate. A new draft is created with the same subject, content, audience, and settings, and the editor opens for you to make changes before sending.
Duplication works across all broadcast types — Classic, AI Personalized, lead broadcasts, and account broadcasts.
View a Sent Broadcast
Sent broadcasts are now clickable. Click any row in the Sent state to open a full-screen detail dialog showing:- A read-only HTML preview of exactly what was delivered
- Sender, audience, subject, schedule, and send timestamps
- Open metrics linked to per-recipient detail
Next Steps
Voice Campaigns
Set up outbound calling campaigns
Monitoring
Track campaign performance in real time