How to Create an Email Campaign

Create an email for an actual contact list or verified customer audience. Review the recipients before sending.

Before You Start

Use a staff account with email access. Review your sender setup and make sure the intended people have valid email addresses and the appropriate email permission.

Create and Review

1. Open Marketing > Email > Create email.
2. In Design Email, enter the subject and content.
3. In Choose Recipients, select the intended contact list or supported customer audience.
4. In Review Recipients, inspect the people and exclusions. Send yourself a test and check links and formatting.
5. Review the Send step’s actual sending or scheduling controls before confirming.

A draft or recipient preview is not a delivered email. Check the actual send result and delivery information.

Emailing Leads

A CRM lead is not automatically a list entry or tagged customer. Create and maintain the intended list rather than assuming a Leads list exists.

See How to Email Leads and Choose a Contact List.

Troubleshooting

The expected audience is missing. Check the actual saved list or customer tags. A place or occupation description alone does not select recipients.

Some people did not receive the message. Check recipient exclusions, addresses and delivery information before repeating the send. Do not assume every accepted recipient received or opened it.

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Need a hand?

Email our team at support@joinzipper.com and we'll usually reply within a few hours.

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