Create and send an email campaign

This guide explains how to create and send an email campaign to your contacts from the Agendize Communication module.

Prerequisites

Access required: the Communication module requires an active payment profile key.

Before you start: make sure you have at least one email template available on your account. If you don't have one yet, create one first by following the guide Manage your message templates.

Where to start: in the left-hand side menu, click Communication, then the Campaigns tab. Then click "New" > "Email".

In this article

1. Fill in the campaign information
2. Choose a template and write the content
3. Add attachments (optional)
4. Send the campaign
5. Things to watch out for
6. See also

Fill in the campaign information

The creation form opens in the right panel. The list of your campaigns remains visible in the central panel.

1. In the Location field, select the location from which you are sending the campaign.
2. In the Recipients field, choose who will receive the message:
   • Selected contacts — you manually select the recipient contacts (the counter shows 0 until contacts are selected).
   • All my contacts (N total) — the campaign is sent to all contacts accessible from your account. The number shown takes your CRM scope into account.
3. If needed, enter a reply-to address in the dedicated field. Recipients who reply to the campaign will send their replies to this address.

Choose a template and write the content

1. In the Template field, select an email template from the list.
   • The Subject field is automatically pre-filled with the template's subject.
   • The Content area is automatically pre-filled with the template's content.
2. Edit the Subject if needed.
3. In the Content area, edit or complete the text as required. The editor toolbar lets you format the text (bold, italic, alignment, fonts, etc.).
4. To insert a personalised variable (contact's first name, location name, etc.), use the "Add dynamic text" drop-down and select the desired variable. It is inserted at the current cursor position in the content.

Good to know: all fields marked with an asterisk (Location, Recipients, Template, Subject, Content) are required. Sending is blocked if any of them is empty.

Add attachments (optional)

The Attachments section is at the bottom of the form.

To add a file:

• Click "Choose a file" to open the file explorer, or
• Drag and drop the file directly onto the drop zone.

Accepted formats: JPG, PNG, Docx, PDF.

Constraints:

• Maximum size per file: 2 MB.
• Maximum total size of all attachments: 10 MB.

To add multiple files, click the "+ Attach a new file" link after each addition.

Send the campaign

1. Make sure all required fields are filled in.
2. Click the "Send" button at the top right of the form.
3. A confirmation message appears: "The campaign is being sent."
4. The right panel automatically switches to the detail view of the campaign you just sent.
5. The campaign appears at the top of the list in the central panel.

Important: email campaign sending is immediate. It is not possible to schedule the send for a later date for email campaigns. If you need scheduled sending, use an SMS campaign.

Things to watch out for

• No template available — if the Template drop-down is empty, you need to create an email template first. See the guide Manage your message templates.
• No accessible location — if the Location drop-down is empty, contact your administrator.
• File rejected — if a file is rejected when adding it, check that its format is supported, that its size does not exceed 2 MB, and that the total of all attachments does not exceed 10 MB.

See also

• The Communication module — Overview
• Create and send an SMS campaign
• View campaign details
• Manage your message templates