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A campaign sends one email to an email list or a dynamic segment. Open Marketing → Email Campaigns and choose New Campaign.

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Before you begin

You need permission to create or edit campaigns. Sending requires separate permission; a Manager can prepare a campaign but cannot send it under the standard roles. Prepare a verified sending domain, a sender address on that domain, and an email list or segment. Include a working unsubscribe link in the message. Advocora sends campaigns natively; an external email-provider integration is optional.

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Build the campaign

  1. In Basic Details, enter the internal campaign name, Subject Line, optional Preheader Text, sender name/email, and optional reply-to address. Review tracking settings.
  2. In Design Email, choose a template or build the message. Add your content, links, and unsubscribe merge tag. Check any personalization fields and their fallbacks.
  3. In Select Recipients, choose Email List or Segment, then select the audience. If needed, choose an exclusion segment. Review the resulting count.
  4. In Schedule, add up to three test email addresses and send a test. Open it on a desktop and phone; check subject, sender, layout, links, and personalization.
  5. Choose immediate sending or a future date/time and its timezone. The timezone you select determines when the scheduled send runs.
  6. In Review & Send, check each section again. Use the edit controls to correct anything before selecting Send Campaign Now or Schedule Campaign.
Use Save Draft when the campaign is not ready. A saved draft has not been sent.
Sending starts delivery to your audience. Check the audience and exclusions before confirming; messages already delivered cannot be recalled.

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Confirm the result

Return to the campaign list and check the status. A scheduled campaign should show Scheduled; an immediate campaign progresses through Sending to Sent. Large audiences can take time because delivery is processed in batches. Sent describes campaign processing, not a guarantee that every recipient received the message. Use analytics to examine deliveries, bounces, opens, and clicks. The audience count is a preview. Unsubscribes and other suppression checks are applied during sending, so the final sent count can be smaller. Re-adding someone to a list does not guarantee that a suppressed address can receive email.

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Edit, duplicate, or cancel

Use the campaign list’s available actions to edit eligible drafts/scheduled campaigns, duplicate a campaign into a new draft, or cancel a schedule. Confirm the resulting status after the action. If a campaign is already sending, cancellation cannot undo messages already sent.

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Troubleshooting

See Templates for message design and Email troubleshooting for recipient delivery problems.