Sending an email campaign

Email is how most organizations reach their supporters at scale. The email campaign builder is a desktop tool in your workspace.

Building a campaign

Open Email in the workspace and create a new campaign. Give it a subject line and build the body using the composer. You can start from a template to keep your branding consistent, or build from scratch. Keep the subject line short and specific — it is the single biggest driver of whether people open the email.

Choosing who receives it

Target your campaign with a segment — a saved, live filter from your CRM (for example, "active members in District 5"). Sending to the right segment matters more than sending to everyone: relevant email keeps your list healthy and your deliverability high.

Testing before you send

Always send yourself a test first. Check the subject line, the preview text, every link, and how it looks on a phone — most supporters read email on mobile. Fix anything that looks off before sending to your full segment.

Sending and scheduling

You can send immediately or schedule the campaign for a specific time. Once sending begins, delivery happens in the background, so you do not need to keep the page open.

Tracking results

After a campaign sends, you can see opens, clicks, and unsubscribes. Use this to learn what resonates. Every send also updates each contact's record, so email engagement becomes part of the unified view you use for future targeting.

Automations

Beyond one-off campaigns, automations send email based on triggers — for example, a welcome message when someone joins, or a thank-you after a donation. The automation editor is a desktop tool under Email.

Staying compliant

Every campaign includes an unsubscribe link, and opt-outs are honored automatically. Respect them — it keeps your sender reputation strong and your supporters' trust intact.