The five steps
1
Basic details
Name the campaign (internal only), then set the Subject Line, optional Preheader Text, From Name, From Email Address, and an optional Reply-To.
2
Design email
Start blank or from a published template, then edit with the drag-and-drop builder.
3
Select recipients
Choose a list or a segment. You can also pick an exclude segment to remove certain contacts. Advocora shows the recipient count—always after removing unsubscribed contacts.
4
Schedule
Add up to three test email addresses to preview the real thing, then choose Send Immediately or Schedule for Later (pick a date, time, and timezone).
5
Review
Check every detail, jump back to edit anything, and confirm.
Campaign statuses
Managing campaigns
From the campaigns list you can Send Now, Cancel Schedule, Duplicate, or Delete:- Only Draft and Scheduled campaigns can be edited.
- Only Draft and Cancelled campaigns can be deleted—sent campaigns are kept for your records.
- Duplicate makes a fresh draft copy, handy for recurring sends.

