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Getting started

Create and send a campaign

From a template to a tracked send in a few clicks. Build the message in Templates, then create a campaign, choose the audience, optionally A/B test, and schedule.

6 min read

What you'll need

  • A verified sending domain
  • Contacts, and ideally a list or segment to target

Build the template

  1. 1

    Open Templates → “New”

    Create the message in the editor: layout, content and images.

  2. 2

    Set subject and sender

    Write the subject and pick the From name/address (from your verified domain).

  3. 3

    Add personalization

    Insert {{variables}} like {{first_name}} so each recipient gets a personalized message.

Create the campaign

  1. 1

    Open Campaigns → “New campaign”

    Pick the channel and the template you just built.

  2. 2

    Choose the audience

    Target one or more lists and segments, and optionally exclude lists (e.g. recent buyers).

A/B test and schedule

  1. 1

    Set up an A/B test (optional)

    Test subject lines or content variants; Climails can send the winner to the remainder automatically.

  2. 2

    Send now or schedule

    Send immediately, schedule for a specific time, or deliver per-recipient timezone.

Quiet hours and frequency caps (in campaign settings) prevent sending at night or over-mailing the same person.

Measure

After sending, open Analytics to see delivered, opens, clicks, bounces, unsubscribes and — if you pass order data — revenue attributed to the campaign.

Frequently asked questions

Can I send a campaign over SMS or WhatsApp?

Yes — pick the channel when creating the campaign. See the channel guides for what each one requires.

How is the A/B winner chosen?

By the metric you select (typically opens or clicks) over a test window, after which the winner goes to the rest of the audience.

Can I schedule by recipient timezone?

Yes — enable per-timezone delivery so everyone receives it at the same local hour.

Start sending in minutes

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Create and send an email campaign — Climails