Campaigns Overview

A campaign in EmailSendX is a targeted email send to a list, segment, or combination of both. Every campaign:

• Has a unique campaign ID (used in analytics, API, and engagement-based segmentation).
• Contains one email design — produced by the Visual, HTML, or MJML editor.
• Is sent to a deduplicated audience — a contact on multiple targeted lists only receives the email once.
• Automatically excludes suppressed contacts (bounced, complained, unsubscribed) at send time.
• Generates per-campaign analytics: opens, clicks, unsubscribes, bounces, and link-level stats.

Go to Campaigns → New Campaign and follow the step-by-step flow:

1. Set campaign metadata: campaign name (internal only), subject line, preview text (displayed after the subject in inbox clients), from name, from email, reply-to.
2. Pick a template (or start blank): the campaign body inherits the template’s HTML. Visual templates use the block builder; code templates use raw HTML.
3. Customize the email: light edits in Code / Split / Preview. For larger structural changes, edit the source template and reference it from the campaign.
4. Select audience: choose one or more lists, segments, or tags. Optionally add exclusions.
5. Review: EmailSendX shows the estimated recipient count, a spam score check, and link validation.
6. Send or schedule: send immediately or pick a date and time.

Email design lives in Templates, not on individual campaigns. Templates are pinned to one of two modes at creation:

Visual Templates

A drag-and-drop block editor. Add Title, Text, Picture, Avatar, Button, Divider, Spacer, Custom HTML, and Footer blocks from the left panel. Edit typography, spacing, color, and per-block settings on the right. Output is table-based HTML that survives every major email client (Gmail, Apple Mail, Outlook, Yahoo, HEY, Superhuman).

Best for: marketers and non-technical users. Pick this when you want a fast way to produce professional-looking emails without coding.

Code Templates

A raw HTML editor with split + preview. Paste in any email HTML you already have, or hand-code it. Includes a merge-tag sidebar and a dark-mode preview overlay so you can see how the email renders on clients that honour prefers-color-scheme: dark.

Best for: developers, designers who hand-code emails, or importing existing HTML templates.

Campaign Editor

Once a campaign is created from a template, the campaign editor exposes Code / Split / Preview only — you tweak copy, swap merge tags, and ship. Larger structural redesigns happen back in the source template, where they can be reused across many campaigns.

Configure the sender identity for each campaign:

• From name: the display name in the inbox (e.g., "Alex from Acme"). Can include personalization: Alex from Acme.
• From email: must use a domain that has been verified in Workspace Settings → Sending Domains. You cannot send from an unverified domain.
• Reply-to: optional. If a contact hits reply, their response goes here instead of to the from email. Useful if your from address is a no-reply address.
• BCC: optional. Sends a blind copy of every email to a specified address. Useful for audit trails. Use with caution on large sends — it will generate as many BCC emails as recipients.

Campaigns can target any combination of lists, segments, and tags. You can also exclude specific lists.

Targeting

• Add one or more lists as the primary audience.
• Add one or more segments to include all contacts matching dynamic conditions.
• Filter by tag to target all contacts with a specific tag across lists.

Exclusions

• Exclude one or more lists (e.g., "Already Purchased" excluded from a promotional campaign).
• Contacts on the suppression list are always excluded automatically, regardless of exclusion settings.

Timezone-optimized delivery

Enable Send by contact timezone to deliver at the same local time for each contact. For example, schedule for 10:00 AM and each contact receives it at 10:00 AM in their timezone. Contacts without a timezone use the workspace default.

EmailSendX gives you several scheduling options:

• Send now: delivery starts immediately. Large campaigns are queued and delivered in batches to respect your provider's sending rate limits.
• Schedule for later: pick a specific date and time from the calendar picker. The campaign enters scheduled status and can be edited or cancelled until 5 minutes before the scheduled time.
• Calendar view: go to Campaigns → Calendar to see all scheduled campaigns on a monthly calendar. Drag to reschedule.
• Recurring campaigns: set a repeat interval (daily, weekly, monthly) to automatically re-send a campaign on a schedule. Useful for weekly digest emails or monthly newsletters with static content. Each recurrence is tracked as a separate send with its own analytics.
• RSS-to-email: link a campaign to an RSS feed URL. EmailSendX checks the feed on your schedule and sends the campaign automatically when new items are detected. The latest RSS items are injected into a template RSS block.

Always send a test before sending to your full audience. Click Send Test Email from the campaign editor or review screen.

• Enter one or more email addresses to receive the test (comma-separated).
• Merge tags are rendered with sample data: {{first_name}} shows "John", etc. so you can verify placeholders are working.
• Test sends don't count against your monthly send limit.
• Check the test in multiple email clients — at minimum Gmail, Outlook, and your mobile client.

Open tracking

EmailSendX embeds an invisible 1×1 pixel image in the email. When the image loads (i.e., when the recipient opens the email with images enabled), an open event is recorded. Open tracking is enabled by default but can be disabled per campaign in advanced settings.

Limitations: email clients that block remote images (e.g., some Outlook configurations) won't trigger open tracking. Apple Mail Privacy Protection (iOS 15+) pre-loads all images, inflating open rates. For this reason, click rate is a more reliable engagement metric than open rate.

Click tracking

All links in the email are rewritten to pass through EmailSendX's (or your custom) tracking domain. When a recipient clicks a link, a click event is recorded and they're immediately redirected to the destination URL. Click tracking is enabled by default and can be disabled per campaign.

Per-link stats are available in the campaign analytics page — see which specific links were clicked and by how many unique contacts.

A campaign moves through these statuses during its lifecycle:

For advanced campaign features, see:

• A/B Testing — test subject lines, from names, or send times.
• Analytics — full per-campaign and workspace-level reporting.