Plan your first campaign, from template to review to send

Your first campaign sets the tone for every one after it. The campaign editor in iResendly has four steps: Template, Email, Audience and Review. Here's how to get through each one without surprises.

Decide what the email is for#

Before you open the editor, write down one sentence: what should a reader do after reading this? Book a call, read a new article, use a discount code. One clear purpose makes every later choice easier, from the subject line to the button text.

Step 1: pick a starting point#

• One of your templates or a Community template that another iResendly user has shared.
• Write it with AI: describe the email in a short brief and get a full draft to edit.
• Start from blank if you'd rather build it yourself.

Step 2: design the email#

The builder has three tabs. Add holds the blocks: Text, Image, Button, Video, Social, Header, Footer, Divider, Spacer and HTML, arranged in one to four columns. Styles sets colours, fonts and spacing for the whole email or per block. Optimize checks the email before it goes out, including a spam-word check on the subject line.

• Put the most important message and the main button near the top.
• Upload images to the media gallery so you can reuse them. Emails load images live, so don't delete one that a sent email still uses.
• Write a Subject line that says what's inside, and use the optional Preview text to add the detail that follows it in the inbox.
• Stuck on a subject? Suggest with AI next to the field gives you ideas.

Step 3: choose who gets it#

Send to Lists, Segments or Specific addresses. For a first campaign, a small list of people who know you well is a good start. Segments update themselves from their rules, so a segment such as "country is United Kingdom" stays current without any upkeep.

Only Active contacts are emailed. Unsubscribed, bounced, complained and suppressed contacts are left out automatically, and every email carries an unsubscribe link and one-click unsubscribe headers.

Step 4: review and send#

The review step checks that the campaign has content, a subject, a sender on your own domain, an audience with at least one contact, and that it fits within your plan's email limit. Then go through these yourself:

1. 1
   Sender

   Pick a sender, or enter a from name, a from address on a verified domain and a reply-to.

2. 2
   Tracking

   Turn Track opens and Track clicks on if you'd like them in your report. They're set per campaign.

3. 3
   Footer address

   Check the postal address in the footer. You'll get a warning if it's missing.

4. 4
   Test email

   Send a test to yourself and open it on your phone as well as your computer. Test emails are limited to 20 an hour.

5. 5
   Send or schedule

   Choose Send now, or Schedule with a date and time, or the Tomorrow, 9 AM and Monday, 9 AM shortcuts.

After it's sent#

• The campaign moves through Launching, Sending and Sent. Campaigns go out in batches, and if a batch bounces or draws complaints heavily, sending pauses automatically.
• View report shows delivered, opens, clicks, click-to-open, bounces, unsubscribes and spam complaints. Opens and clicks from bots, security scanners, Apple Mail Privacy Protection and Gmail's image proxy aren't counted.
• Reuse campaign starts a new draft from a sent one, which makes your second campaign much quicker.

Your plan includes 10 emails per contact each month, and every recipient counts as one. We email you at 75% and 90% of your allowance, and Usage details in the sidebar shows where you stand.