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Sending an Email

Easily send your newsletter by selecting recipients, applying filters, scheduling delivery, and previewing settings. Follow these steps to ensure a smooth and professional send-out.

Updated this week

How to Send Your Email

1. Access the Send Tab
Go to the Send tab in the main menu and select Newsletter in the popup.


2. Choose Your Email
Pick the email you want to distribute.


3. Select Recipients
Choose one or multiple mailing lists.

  • Apply Filters: Target specific subscribers by applying filters. Only recipients matching the filter will receive the newsletter.


4. Test Sending (Optional)
Send a test to a single recipient:

  • Enter name and email address.

  • Choose format: HTML (graphical) or Text (plain).

Note: Dynamic content and links will not work in test sends.


5. Schedule Delivery
Set a date and time for sending or select Send now for immediate distribution.


6. Configure Sender Details

  • Sender Name: Displayed in recipients’ inbox.

  • Sender Email: Use a valid address to avoid spam issues.

  • Reply-To Email: Same or different address; defaults can be set in mailing list settings.


7. Preview & Confirm
Review your newsletter and settings before sending:

  • Responsive Preview: See how it looks on desktop, tablet, and mobile.

  • Sending Details: Check all configurations and edit if needed.


8. Auto-Send Delivery Report (Optional)
Schedule an automatic report to colleagues after sending.

  • Report includes a PDF and a link to download the latest version.


9. Finalize Sending
Click Schedule Sending to confirm and queue your newsletter for distribution.


Next Step

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