The five steps
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.
Design email
Start blank or from a published template, then edit with the drag-and-drop builder.
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.
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).
Campaign statuses
| Status | Meaning |
|---|---|
| Draft | Not sent yet—fully editable |
| Scheduled | Queued for a future time |
| Sending | Going out now |
| Sent | Delivered—analytics available |
| Paused / Cancelled / Failed | Stopped, called off, or errored |
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.

