Creating and Sending an Email Campaign
Design a professional email and send it to a specific list of contacts.
For: Marketing and Admin Users
Time: 15 minutes
Instructions
1
Navigate to Email Builder
Click "Marketing" in the left menu, then "Emails", and select "Campaigns". Click "Create Campaign".
[SCREENSHOT NEEDED: Create Campaign button in Marketing menu]
2
Choose a Template
Select a blank template or use one of the pre-designed COFFEE templates. Give your campaign a name.
3
Design Your Email
Use the drag-and-drop builder to add text, images, and buttons. Click on elements to edit their styling on the left side.
[SCREENSHOT NEEDED: Email drag-and-drop builder interface]
4
Send or Schedule
Click "Send or Schedule" at the top right. Choose whether to send it immediately, schedule it for later, or send it in batches (drip mode). Select the contacts or Smart List you want to send it to.
[SCREENSHOT NEEDED: Send/Schedule configuration modal]
What Success Looks Like
- The email is scheduled or sent.
- You can view the open and click statistics in the Campaigns dashboard.
Last updated: 10/1/2026