How to send email campaigns

Click Create draft on the Email Campaigns page and give it a name, subject, and body.

• Name is just for your own list; it's never shown to recipients.
• Subject and Body are what recipients actually see, and both accept {{name}} style placeholders for per-recipient personalization.
• A new campaign starts as a Draft. Nothing sends until you explicitly send it or schedule it.

You don't have to write a campaign from scratch: the compose form shows chips for every saved template in your Outreach Templates library.

• Click a template chip to insert its subject and body directly into the form.
• This is the exact same shared library used by Outreach's lead composer and each Outreach Sequence step, so a message you write once is reusable everywhere.

There's no separate list to manage. The audience is resolved automatically from your existing data based on Business Type.

• Consulting and Freelance brands send to Clients with an email on file who haven't opted out of marketing.
• SaaS brands send to Subscriptions that aren't Cancelled and haven't opted out.
• Ecommerce brands send to past Order customers, deduplicated by email so a repeat customer only gets one copy.
• A brand with no matching business type (for example Content/Media or Other) has no audience source yet, so its campaigns have nobody to send to.

Every campaign can send right away, or be set up to go out later, once or on a repeating cadence.

• Toggle Schedule for later and pick a date and time; the campaign moves to Scheduled and sends automatically at that moment.
• Optionally set a repeat interval in days. After a successful send, the campaign automatically re-arms to Scheduled with its send time pushed forward by that many days, instead of ending as a one-off.
• A Failed send never re-arms itself; that needs a human to look at it, not a silent retry loop.

A campaign moves through a clear status pipeline so you always know where it stands.

• Status flows Draft → (Scheduled →) Sending → Sent, or Failed if every send attempt failed.
• Once sent, the campaign records its recipient count, how many sends succeeded, and how many failed.
• Every email includes a visible unsubscribe link in the footer and the List-Unsubscribe header, so recipients can always opt out in one click.