Create an email campaign

Build an email campaign by choosing an audience, writing the message, reviewing compliance, and sending.

7 min readUpdated June 2026

Create the campaign

  • Open Campaigns, then choose Email.
  • Create a new campaign and name it by audience and purpose.
  • Choose the sender and audience filter.
Video walkthrough placeholder showing campaign creation, audience selection, email content, review, and scheduling.
Video: Create an email campaign
Video walkthrough placeholder showing campaign creation, audience selection, email content, review, and scheduling.
Email campaigns list with a new campaign button, campaign status, audience count, send date, and performance columns.
Email campaigns list with a new campaign button, campaign status, audience count, send date, and performance columns.

Write and review

  • Use a clear subject line.
  • Keep the first paragraph specific to the audience.
  • Preview personalization fields.
  • Send a test email before scheduling.
Email campaign editor with audience panel, subject line, message body, personalization preview, test send, and review step.
Email campaign editor with audience panel, subject line, message body, personalization preview, test send, and review step.

After sending

  • Review delivery and failure states.
  • Watch replies in Inbox.
  • Create follow-up tasks or cadence enrollment for engaged contacts or leads.

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