Email Campaigns

Overview

A campaign sends one of your email templates to the subscribers of a project, or to a segment. Send it now, at a set time, or on a schedule such as every Monday morning.

UniSignIn only sends campaigns to people who said yes to marketing emails, and skips addresses that bounced, complained or unsubscribed.

Before you start

1. Choose the Marketing consent field for the project in Email Settings. Without it, campaigns for the project can't be launched.
2. Create a Marketing or Journey template in Email Templates. It must have an unsubscribe link.
3. Set up your email provider and bounce and complaint handling, so bad addresses are suppressed.

Create a campaign

Go to Email Management → Campaigns and click New Campaign.

Setting	What it does
Name	For you; readers don't see it.
Project	Whose subscribers receive the campaign, and whose branding and consent field are used.
Email	The template to send. You can choose templates for all projects or for this project.

The email shows on the right as it will look, with the project's branding.

Audience

Option	Who receives it
All subscribers	Everyone in the project who said yes to marketing emails.
A segment	Everyone in the segment who said yes to marketing emails.

Only people with an email address whose consent field is yes are included. The editor shows how many people match now.

When

Option	When it sends
Now	As soon as you launch it.
Once	On a date and time.
Daily	Every day at a time.
Weekly	On the weekdays you pick, at a time.
Monthly	On a day of the month, e.g. day 1 or the last day, or on a weekday such as the first Monday or the last Friday, at a time.

Every option except Now has a timezone, set to yours by default. For a monthly day after the 28th, the campaign sends on the last day of shorter months.

A recurring campaign can Keep sending, send Until a date, or Stop after a number of sends. The next send times show below, in your local time.

Options

Skip a send when a content list in the email has no items is on by default. A newsletter built from a content list is then not sent on days without new articles.

Launch

Click Save draft to come back later. When you're ready, click Review and send, or Review and schedule for a later or recurring campaign. Check the summary, such as the number of people and the send time, and confirm.

Only draft campaigns can be edited or deleted. To change a campaign after launch, cancel it and create a new one.

What happens at each send

• The audience is counted again before every send, so a recurring campaign reaches new subscribers and leaves out people who left the segment.
• Profile data and content lists are read at send time, so every email has the latest values and articles.
• Readers who unsubscribe while a send is in progress are skipped.
• Addresses on the suppressed list are skipped.

A send is Skipped when the previous send of the campaign is still in progress, or when a content list in the email has no items and the option above is on. The reason shows next to the send.

Follow a campaign

Click a campaign to see its email, audience, schedule and next send. While it sends, the page updates by itself.

The Sends list has a row for every send:

Column	What it shows
Time	When the send was due, in your local time.
Status	Preparing while the audience is counted, then Sending, Sent, Paused, Skipped, Failed or Cancelled.
Progress	Emails sent out of the number of recipients, with suppressed and failed emails.
Rates	The share of delivered emails that were opened and clicked.
Duration	How long the send took, and when it finished.

The campaign itself is Draft, Active, Paused, Ended or Cancelled. A one-off campaign ends after its send, a recurring one after its last.

Results

Once emails are delivered, the totals across all sends show above the list:

Result	What it counts
Delivered	Emails your provider accepted.
Opened	Recipients who opened the email, with the rate against delivered.
Clicked	Recipients who clicked a link, with the rate against delivered.
Bounced	Emails that bounced.
Complaints	Recipients who marked the email as spam.

Results are updated regularly, not in real time. Opens and clicks need open and click tracking. See all your email in Analytics.

Pause, resume and cancel

Action	What happens
Pause	Sending stops within moments. Nothing more is sent until you resume.
Resume	Sending continues where it stopped. A recurring schedule continues from now; sends missed while paused are not made up.
Cancel	Sending stops and no further sends are made. This can't be undone.

Automatic pause

UniSignIn pauses a campaign by itself when too many of its emails bounce or are marked as spam, to protect your sender reputation. The send shows Paused with the reason, e.g. Paused automatically and the bounce rate.

Check the audience and your deliverability first. If you're sure, click Resume: the send continues and is not paused automatically again.

Good practice

• Test first. Send the template to yourself with Send test, then launch the campaign to a small segment of your team before the real audience.
• Warm up a new domain or provider. Start with your most engaged readers and smaller sends, then grow over a few weeks. A sudden large send from a new domain is often filtered as spam.
• Keep lists clean. Set up bounce and complaint handling before your first campaign.
• Check the sender domain. Fix any Missing record on the Deliverability tab.
• Use fallbacks. Add a default to personal values, e.g. {{profile.first_name | default:"there"}}, and check the Checks tab of the template.