Scheduling Campaigns

Set up and schedule your campaign by selecting the target list, configuring the delivery time, and defining key campaign details. Customize filters, subject lines, and other elements to create a focused and effective broadcast. Manage all aspects of the campaign for a smooth and timely execution.

Overview

Scheduled Campaigns is where you connect your broadcasts to recipients and configure delivery settings. The system supports:

• Multiple broadcasts - Select multiple broadcasts to rotate through
• Multiple sending nodes - Use multiple SMTP servers with rotation
• Multiple contact lists - Send to multiple lists at once
• Audience filtering - Apply filters to target specific contacts

Accessing Schedule

Navigate to Actions → Schedule to create and manage scheduled campaigns.

Creating a Scheduled Campaign

The scheduling wizard has 4 steps:

1. Campaign Type - Define campaign details and select recipients
2. Broadcasts - Choose which broadcasts to send
3. Sending Nodes - Select SMTP servers for delivery
4. Settings - Configure delivery options and tracking

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Step 1: Campaign Type

Campaign Name

Enter a name for this scheduled campaign. This helps identify the campaign in reports and logs.

Campaign Type

Select the type of campaign:

Type	Description
Regular	Standard one-time email campaign
Split Test	A/B testing campaign (requires split test configuration)
Evergreen	Recurring automated campaign

Recipient Selection

Choose how to select recipients:

Contact Lists

Select Contact Lists to send to one or more lists.

Feature	Description
Search	Search for lists by name
Show selected	Toggle to view only selected lists
Checkbox selection	Check multiple lists to include
Contact counts	Shows number of contacts in parentheses

Lists are displayed in a hierarchical structure grouped by category. Select multiple lists to combine their contacts.

Multiple Lists

When multiple lists are selected, the campaign sends to all contacts across selected lists. Duplicate contacts are handled based on the "Skip duplicates" setting in Step 4.

Segments

Select Segments to send to a dynamic segment.

Feature	Description
Search	Search for segments by name
Radio selection	Select one segment
Contact counts	Shows number of matching contacts
Refresh	Refresh contact counts

Segments are single-select (one segment per campaign).

Target Audience Filters

Toggle Target audience filters to add additional filtering criteria within your selected lists or segment.

When enabled, you can build filter rules:

Component	Description
Field dropdown	Select the field to filter on
Operator dropdown	Select the comparison operator (e.g., "Is")
Value field/dropdown	Enter or select the value to match
X button	Remove this filter rule
+ Add New	Add another filter rule

Available Filter Fields

By Contact Details:

• Status
• Subscription status
• Confirmation status
• Spam status
• Content format
• Creation date
• And more...

Example filter: Subscription status | Is | Unsubscribed

Click Continue to proceed to Step 2.

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Step 2: Broadcasts

Select which broadcasts to send in this campaign.

Broadcast Selection

Feature	Description
Search	Search for broadcasts by name
Show selected	Toggle to view only selected broadcasts
Select all	Check to select all broadcasts
Checkbox selection	Check multiple broadcasts to include

Broadcasts are displayed in a hierarchical structure grouped by broadcast group.

Multiple Broadcast Rotation

When multiple broadcasts are selected:

• The system rotates through selected broadcasts
• Each contact receives one of the selected broadcasts
• Rotation distributes broadcasts evenly across recipients

Broadcast Rotation

Selecting multiple broadcasts is useful for:

• Sending varied content to different recipients
• Testing content variations without formal split testing
• Distributing different offers or messages

Click Continue to proceed to Step 3, or Back to return to Step 1.

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Step 3: Sending Nodes

Select which SMTP servers (sending nodes) to use for delivery.

Sending Node Selection

Feature	Description
Search	Search for sending nodes by name
Show selected	Toggle to view only selected nodes
Select all	Check to select all nodes
Checkbox selection	Check multiple nodes to include

Sending nodes are displayed in a hierarchical structure grouped by SMTP group.

Multiple Node Rotation

When multiple sending nodes are selected, the system rotates through them for delivery.

Sending Mode

Choose how emails are processed:

Mode	Description
Batches (sends fast)	Process emails in batches for faster delivery
Loop	Process emails one at a time in a loop

Sending Node Selection Pattern

Choose how nodes are selected during rotation:

Pattern	Description
Sequential	Use nodes in order, one after another
Random	Randomly select nodes for each batch/email

Node Rotation Benefits

Using multiple sending nodes with rotation:

• Distributes sending load across servers
• Improves deliverability by varying sending IPs
• Provides redundancy if one node has issues

Click Continue to proceed to Step 4, or Back to return to Step 2.

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Step 4: Settings

Configure delivery timing, tracking, and sender options.

When to Send

Option	Description
Send now	Begin sending immediately after submission
Send later	Schedule for a specific date and time

Performance Settings

Setting	Description
Threads	Number of parallel sending threads (e.g., 1)
Hourly speed	Toggle to limit emails per hour

Tracking Options

Option	Description	Default
Insert Unsubscribe Link	Add unsubscribe link to emails	Enabled
Track Opens	Monitor when recipients open emails	Enabled
Track Clicks	Monitor when recipients click links	Enabled

Contact Handling

Option	Description	Default
Skip duplicates	Send only once to duplicate emails across lists	Enabled
Skip unconfirmed	Don't send to unconfirmed contacts	Enabled

Email Headers

Option	Description	Default
Add List-Unsubscribe header	Include header for one-click unsubscribe	Disabled

Sender Information

Choose how sender details are determined:

From Sending Node

Use the sender name and email configured in the selected SMTP sending node.

Option	Description
Overwrite sender name	Toggle to override the node's sender name
Override subject line	Toggle to override the broadcast's subject

Custom

Specify custom sender details:

Field	Description
Sender Name	Display name for the sender
Sender Email	Email address (with domain dropdown)
Bounce Email	Email address for bounced messages
Reply-to Email	Email address for replies
Override subject line	Toggle to use a custom subject

Send Test Preview

Test your campaign before sending:

1. Enter an email address in the Email Address field
2. Click the send button (arrow icon)

Preview Limitations

Sending a preview will not convert the variables e.g. first name, last name, web version or unsubscribe links, etc.

Submit Campaign

Click Submit to schedule/send the campaign, or Back to return to Step 3.

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Viewing Scheduled Campaigns

Navigate to Campaigns → Scheduled Campaigns to view all scheduled campaigns.

Campaign Status

Status	Description
Pending	Scheduled but not yet started
Preparing	Campaign is being prepared (building the recipient log table)
Starting	Campaign threads are being initialized
Running	Currently sending emails
Completed	All emails have been sent
Paused	Manually paused by user
System Paused	Automatically paused because all assigned sending nodes became unavailable during delivery (see SMTP Failure Handling)
Auto Paused	Automatically paused because a sending limit was reached (daily, monthly, or credit limit) — the campaign resumes automatically when the quota resets
Resumed	Campaign has been resumed and is waiting for the next cron cycle to start sending
Failed	Encountered a critical error during preparation or sending

Real-time Status Updates

The campaign statistics detail page automatically polls for status changes. When a campaign transitions to System Paused or Completed, the page refreshes to show the updated status and metrics.

Managing Campaigns

From the scheduled campaigns list, you can:

• View campaign details and statistics
• Pause running campaigns
• Resume paused campaigns
• Delete campaigns

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Campaign Types Explained

Regular Campaign

Standard one-time email send:

• Select recipients (lists or segment)
• Choose broadcasts
• Configure sending nodes
• Set delivery options
• Send immediately or schedule

Split Test Campaign

A/B testing campaign:

1. First create a Split Test in Campaigns → Split Tests
2. Then schedule via Actions → Schedule
3. Select Campaign Type: Split Test
4. Choose your split test configuration
5. Complete remaining steps

Evergreen Campaign

Recurring automated campaign:

• Sends on a recurring schedule
• Can be RSS-powered
• Configured in Campaigns → Evergreen Campaigns

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Best Practices

Recipient Selection

• Use segments for dynamic, criteria-based audiences
• Use lists for static, defined audiences
• Apply filters to target specific contact attributes
• Enable skip duplicates when sending to multiple lists

Sending Configuration

• Multiple nodes improve deliverability and distribute load
• Random selection provides better IP distribution
• Batches mode is faster for large campaigns
• Appropriate threads balance speed and server capacity

Tracking

• Enable open tracking to measure engagement
• Enable click tracking to measure interest
• Include unsubscribe for compliance and list health

Testing

• Always send a preview before large campaigns
• Verify links work in the preview
• Check rendering on different email clients

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Troubleshooting

Campaign Not Sending

Possible causes:

• No sending nodes selected
• Selected nodes are offline or misconfigured
• No contacts in selected lists/segment
• All contacts filtered out by audience filters

Solutions:

• Verify at least one sending node is selected and active
• Check contact counts in lists/segment
• Review audience filter criteria
• Check sending node status

Duplicate Emails Sent

Cause: "Skip duplicates" is disabled and contact exists in multiple lists.

Solution: Enable "Skip duplicates" in Step 4 settings.

Contacts Not Receiving

Possible causes:

• Contact is unconfirmed and "Skip unconfirmed" is enabled
• Contact matches audience filter exclusion
• Contact email is in suppression list

Solutions:

• Check contact confirmation status
• Review audience filter rules
• Check suppression lists

Slow Sending Speed

Possible causes:

• Low thread count
• Single sending node
• Loop mode instead of Batches

Solutions:

• Increase threads (within server capacity)
• Add more sending nodes
• Use Batches mode for faster delivery

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Next Steps

• Broadcasts - Create email content
• Dynamic Content Tags - Conditional content and RSS feeds
• Evergreen Campaigns - Recurring automated campaigns
• Split Tests - Set up A/B testing
• Drip Campaigns - Automated sequences