Send and Schedule Campaigns
Send immediately or schedule a campaign for later.
What this does
Campaigns can send immediately or at a scheduled date/time. You can also pause, resume, or cancel a send.
After a campaign is scheduled or sent, the editor switches to a locked review mode so the exact audience and email that were queued stay consistent.
Before you start
- Make sure Estimated recipients is greater than 0.
- Confirm the email design is ready. Use Send a Test Email first.
- Make sure an email is linked in Campaign Email Settings and saved with real content.
Steps
Choose when to send
In Sending time, choose one:
- Send immediately when confirmed
- Send on specific date
Pick a date if scheduling
If you selected Send on specific date, choose Pick date & time.
Review before confirming
Click Review Send (or Review Schedule) and confirm audience, timing, and email readiness.
Confirm send
Use Send now or Schedule campaign in the confirmation dialog.
Manage a send in progress
After confirming a send, open the Performance tab to monitor progress.
Use the Send status panel to:
- Pause a scheduled or sending campaign
- Resume a paused campaign
- Cancel a scheduled, sending, or paused campaign
- Unschedule to Edit for scheduled campaigns when you need to return to draft mode
- Retry failed recipients after a send
- Continue send when a send still has queued recipients but no worker is actively processing them
- Review Recent failure reasons for the latest failed recipients
Retry and continue actions reuse the latest send attempt instead of rebuilding the campaign from scratch. Failed recipients are re-queued without resending to recipients that already completed successfully.
Recent failure reasons are written for operators, so temporary delivery issues and unconfirmed delivery states use plain messages with a clear next step.
If a campaign is already in review mode and you want to send a changed version, use Duplicate Campaign.
Review mode details
When a campaign is scheduled or has already started:
- The setup tab becomes read-only.
- The audience and recipient count shown are the saved send snapshot for that run.
- The email preview shows the exact sent snapshot when available.
- The Contacts tab shows recipient-level status for that run (with search/filter/export tools).
Status meanings
- Draft: saved but not scheduled or sent
- Scheduled: queued to send at a specific time
- Sending: actively sending batches
- Sent: send completed
- Paused: send paused by a user
- Canceled: send canceled by a user
- Archived: campaign is archived
If send confirmation is blocked
If you see an error that the campaign email is empty, open Campaign Email Settings, add content in the email designer, save, and retry.
Related Help Docs
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