---
title: 10.5 Email Campaigns (Broadcasting)
description: "Email Campaigns let you send the same email template to many contacts at once. A campaign holds the sending settings: the Outbound Mail Server that…"
url: "https://peikly.com/docs/email-campaigns/"
updated: "2026-10-10"
category: Email
tags:
  - Manual sync
---

# 10.5 Email Campaigns (Broadcasting)

## What This Feature Does

Email Campaigns let you send the same email template to many contacts at once. A campaign holds the sending settings: the Outbound Mail Server that delivers the messages, and optionally a Reply-To Mailbox that receives replies. Each **broadcast** you add to the campaign picks the template and the audience, and sends either immediately or at a scheduled time. Creating the campaign alone sends nothing.

Email campaigns have their own page under the **Email** sidebar menu. There is no shared "Campaigns" area for all channels. WhatsApp campaigns are separate, under **WhatsApp** → **Campaigns** ([9.4](/docs/whatsapp-campaigns/)).

## When to Use

- Use for bulk communications: newsletters, promotions, announcements, follow-ups.
- Do not use for one-on-one conversations — use **Email Conversations** for that.

## Prerequisites

- TenantUser role with `CanManageEmailCampaigns` permission, or CompanyAdmin role.
- Enterprise plan.
- At least one configured Outbound Mail Server.
- At least one Email Template.

## Common Use Cases

- Welcome campaign for new signups.
- Abandoned-cart recovery.
- Lead nurturing sequence.
- Re-engagement campaign for inactive contacts.

## Quick Path: Create and Send an Email Campaign

1. In the left sidebar, open **Email** → **Campaigns**. The page is titled **Email Campaigns**.
2. Click **New Campaign** (top right). If you have no campaigns yet, the button reads **Create your first campaign**.
3. Enter a **Title**, pick the **Outbound mail server** and optionally a **Reply-To mailbox**, then click **Create**.
4. On the campaign's row, click the **New Broadcast** (paper-plane) button. You can also open the campaign and click **New Broadcast** there.
5. Pick the **Template**, choose the audience, then click **Save and Queue** to send now, **Save and Schedule** to send later, or **Save** to keep it as a draft.

## 10.5.1 Create a Campaign

1. In the left sidebar, expand **Email** and click **Campaigns**.
2. Click **New Campaign**. The **Create Email Campaign** form opens.
3. Fill in:
   - **Title:** a name so you can recognise the campaign later.
   - **Active:** leave it ticked. Only active campaigns can get new broadcasts.
   - **Outbound mail server:** the SMTP server that delivers the emails ([10.1](/docs/email-setup/)).
   - **Reply-To mailbox** (optional): where customer replies arrive ([10.2](/docs/reply-to-mailboxes-contact-communication/)).
4. Click **Create**.

You do not pick the template or the audience on this form. You choose both on each broadcast (next step).

## 10.5.2 Create a Broadcast

1. Start the broadcast in either of these ways:

   - On the **Email Campaigns** list, click the **New Broadcast** (paper-plane) button on the campaign's row.
   - Open the campaign by clicking its name, and click **New Broadcast** at the top of the page.

   The button is disabled for an archived campaign.
2. Under **Send mode**, choose:

   - **Send to the audience:** send to the contacts that match the **Audience** filters.
   - **Resend:** reach people from an earlier broadcast again. This option is available only after at least one broadcast has completed. Pick the source broadcast, then tick one or both options:
     - **Reminder:** contacts who received the email but did not open or click it.
     - **New contacts:** contacts who match the filters but were not in the previous broadcast.
3. Under **Template**, pick the **Template**. Optionally, enter a **Subject override (optional)** to replace the template's subject for this send.
4. Optional: under **Automation**, attach workflows to start when the broadcast is sent, an email is opened, or a link is clicked ([11. Automation Workflows](/docs/automation-workflows/)).
5. Under **Audience**, narrow down your contacts:

   - **Search, Person type, Active, City, Language:** standard contact filters.
   - **Tags:** type a tag and press Enter. Only contacts that have *all* of the listed tags are included.
   - **Exclude tags:** type a tag and press Enter. Contacts that have *any* of these tags are skipped.
   - **Include bounced emails (undeliverable):** off by default.

   Click **Preview audience** to check who will receive it.
6. Choose how to save:

   - **Save and Queue:** send now.
   - **Save and Schedule:** pick a date, time and time zone, or deliver at each recipient's local time. A scheduled broadcast also appears on the [16. Scheduler](/docs/scheduler/) calendar.
   - **Save:** keep it as a draft. Nothing is sent.

## Retry a Failed Email Broadcast

1. On **Campaign Details**, find the broadcast with status **Failed** in the **Broadcast History** table.
2. Click its **Retry** (circular-arrow) button and confirm **Yes, retry**.
3. The broadcast is queued again and sends only to contacts who have not been sent the email yet.

## 10.5.3 Monitor Campaign Performance

On the **Campaign Details** page (cumulative across all broadcasts in the campaign):

- **Performance overview** cards: Recipients, Delivered, Failed, Opened, Clicked (with rates), Delivery rate, A/B coverage, and the most recent broadcast's status.
- **Sent / Delivered / Opened / Clicked / Bounced / Unsubscribed** figures.
- **Engagement funnel** chart.
- **A/B performance** chart (comparing an original send to its resend), when the campaign uses A/B testing.
- **Engagement by country** map.
- **Engagement over time** chart.
- **Broadcast History** table listing every broadcast sent from this campaign.

On an individual **Broadcast Details** page, plans with advanced reports also show a 72-hour hourly delivery/engagement chart, an engagement-pattern chart (by hour, weekday, and day of month), and — if a workflow is attached to the broadcast — a workflow instance summary (Total/Succeeded/Failed) with a details popup for failed instances.

## Errors, Messages, and Common Fixes

| Message | Why It Happens | How to Fix |
| --- | --- | --- |
| `Campaign not found.` | Deleted or access denied | Reload the campaigns list |
| `Could not create broadcast.` | Validation or server error | Check all broadcast settings |
| `Resend is not available until at least one broadcast has completed.` | No completed broadcasts | Wait for the first broadcast to complete |
| High bounce rate | Invalid email addresses in audience | Clean your contact list; remove invalid emails |
| Emails going to spam | Domain reputation or missing DKIM | Configure SPF/DKIM/DMARC; check IP reputation |
| `Campaign deleted.` | Success confirmation | Campaign removed from list |

## Deliverability Troubleshooting Flow

If campaign emails are not reaching inboxes:

1. Check whether the campaign actually sent or failed before dispatch.
2. Check the selected [Outbound Mail Server](/docs/email-setup/).
3. Verify SPF, DKIM, and DMARC on the sending domain.
4. Check bounce patterns on affected recipients.
5. Send a test to a second domain to separate provider issues from recipient filtering.
6. Reduce volume and retry only after the sender is healthy.

## What happens if this fails?

- If SMTP fails before send, no new recipients are processed.
- If SMTP fails mid-send, some recipients may already have received the email.
- If spam filtering is the problem, the campaign may show as sent while inbox placement remains poor.
- If the Reply-To mailbox is disabled, replies may not route properly even when delivery succeeds.

## Best Practices

- Always include `{{UnsubscribeUrl}}` in your email template (required by CAN-SPAM and GDPR).
- Test your campaign by sending to a small group first.
- Send campaigns during weekday mornings (9–11 AM in recipient's timezone) for best open rates.
- Monitor bounce rates — above 5% signals list quality issues that may affect your sender reputation.
- Build or confirm the message first in [10.4 Email Templates](/docs/email-templates/).