All guides

Campaigns

Group emails, SMS and ads under one campaign, plan the dates, approve it, and see the blended result.

Marketingabout 6 min
By the end you'll be able to
  • Assemble a multi-channel campaign from things you already have
  • Plan out which day each email should land on, before committing to send
  • Approve a campaign and see it on a calendar
  • Report on email, SMS and ad spend together

Walk through it

0 of 7 steps done0%
  1. Start with a name — the campaign is a container, not a send. It exists so a burst of activity across several channels can be planned, approved and reported on as one thing. Give it a planned date if you already know roughly when it should land.

    Open Campaigns
Good to know
  • A planned date never sends anything. Only a scheduled date does — that is the whole reason they are two separate fields.
  • Nothing can hold both at once. A planned date is what something has instead of a scheduled time, so scheduling replaces the plan and a scheduled item cannot be re-planned until you cancel its schedule.
  • Only drafts can be planned. Once an email is scheduled it has a real send time, and that replaces the plan.
  • Planned dates show on the main calendar too, dashed, alongside meetings and tasks.
  • A campaign is signed off, not sent — the emails grouped under it are what go out, each on its own schedule.
Common questions

Related guides