Skip to main content

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

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:

TypeDescription
RegularStandard one-time email campaign
Split TestA/B testing campaign (requires split test configuration)
EvergreenRecurring automated campaign

Recipient Selection​

Choose how to select recipients:

Contact Lists​

Select Contact Lists to send to one or more lists.

FeatureDescription
SearchSearch for lists by name
Show selectedToggle to view only selected lists
Checkbox selectionCheck multiple lists to include
Contact countsShows 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.

FeatureDescription
SearchSearch for segments by name
Radio selectionSelect one segment
Contact countsShows number of matching contacts
RefreshRefresh 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:

ComponentDescription
Field dropdownSelect the field to filter on
Operator dropdownSelect the comparison operator (e.g., "Is")
Value field/dropdownEnter or select the value to match
X buttonRemove this filter rule
+ Add NewAdd 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.


Step 2: Broadcasts​

Select which broadcasts to send in this campaign.

Broadcast Selection​

FeatureDescription
SearchSearch for broadcasts by name
Show selectedToggle to view only selected broadcasts
Select allCheck to select all broadcasts
Checkbox selectionCheck 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.


Step 3: Sending Nodes​

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

Sending Node Selection​

FeatureDescription
SearchSearch for sending nodes by name
Show selectedToggle to view only selected nodes
Select allCheck to select all nodes
Checkbox selectionCheck 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:

ModeDescription
Batches (sends fast)Process emails in batches for faster delivery
LoopProcess emails one at a time in a loop

Sending Node Selection Pattern​

Choose how nodes are selected during rotation:

PatternDescription
SequentialUse nodes in order, one after another
RandomRandomly 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 — if a node becomes unreachable mid-campaign, delivery fails over to the remaining healthy nodes and continues without pausing. The affected node rejoins automatically once it recovers, and the campaign only System Pauses if all assigned nodes go down. See Automatic SMTP Failure Handling.

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


Step 4: Settings​

Configure delivery timing, tracking, and sender options.

When to Send​

OptionDescription
Send nowBegin sending immediately after submission
Send laterSchedule for a specific date and time

Performance Settings​

SettingDescription
ThreadsNumber of parallel sending threads (e.g., 1)
Hourly speedToggle to limit emails per hour

Tracking Options​

OptionDescriptionDefault
Insert Unsubscribe LinkAdd unsubscribe link to emailsEnabled
Track OpensMonitor when recipients open emailsEnabled
Track ClicksMonitor when recipients click linksEnabled

Contact Handling​

OptionDescriptionDefault
Skip duplicatesSend only once to duplicate emails across listsEnabled
Skip unconfirmedDon't send to unconfirmed contactsEnabled

Email Headers​

OptionDescriptionDefault
Add List-Unsubscribe headerInclude header for one-click unsubscribeDisabled

Sender Information​

Choose how sender details are determined:

From Sending Node​

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

OptionDescription
Overwrite sender nameToggle to override the node's sender name
Override subject lineToggle to override the broadcast's subject

Custom​

Specify custom sender details:

FieldDescription
Sender NameDisplay name for the sender
Sender EmailEmail address (with domain dropdown)
Bounce EmailEmail address for bounced messages
Reply-to EmailEmail address for replies
Override subject lineToggle 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.


Viewing Scheduled Campaigns​

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

Campaign Status​

StatusDescription
PendingScheduled but not yet started
PreparingCampaign is being prepared (building the recipient log table)
StartingCampaign threads are being initialized
RunningCurrently sending emails
CompletedAll emails have been sent
PausedManually paused by user
System PausedAutomatically paused because all assigned sending nodes became unavailable during delivery (see SMTP Failure Handling)
Auto PausedAutomatically paused because a sending limit was reached (daily, monthly, or credit limit) — the campaign resumes automatically when the quota resets
ResumedCampaign has been resumed and is waiting for the next cron cycle to start sending
FailedEncountered 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

Stuck Campaigns​

Occasionally a campaign can stall — for example, it sits in Preparing far longer than expected, or a background worker was interrupted mid-preparation. Mumara now detects these situations and surfaces them so a stalled send never sits unnoticed.

How stuck campaigns are detected​

An hourly background check inspects in-progress campaigns and flags any that appear stuck, recording a reason (such as a preparation that hasn't advanced or a send that has stopped making progress). This is an advisory flag — it does not stop or alter the campaign on its own.

Where they appear​

Flagged campaigns are surfaced to their owner in three places:

  • A banner on the Broadcasts page linking to the affected campaigns.
  • A dedicated Stuck Campaigns page listing everything currently flagged.
  • A Stuck filter on the Scheduled Campaigns page.

What you can do​

From any of those views you can act on a stuck campaign directly:

ActionEffect
StopHalts the campaign so it no longer attempts to send
ResumeClears the flag and lets the campaign continue from where it left off
DeleteRemoves the campaign entirely

Automatic recovery​

Separately, an always-on recovery process watches for campaigns stranded in a scheduling state — typically caused by a preparation that ran out of memory or timed out — and releases them automatically, without you needing to intervene. This works alongside the large-segment streaming improvements that keep big campaigns from stalling at Preparing (0%) in the first place.

tip

If a campaign is flagged as stuck but is genuinely still working (for example, a very large segment mid-preparation), you can simply leave it — the flag is advisory and clears on its own once the campaign makes progress or completes.


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

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

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

Next Steps​