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Campaign send settings

Having created and tested your campaign, you now need to select who to send it to, and when.

Laura Russell avatar
Written by Laura Russell
Updated over a week ago

Configuring the sending options for your campaign is the fourth step of the campaign creation process, Contacts.


1. Choose an audience

First, you need to select which of your contacts you want to send your campaign to from your lists, segments and marketing preferences.

You also have the option to select Test list to perform a live send of the campaign to your test contacts. This can be helpful if you want to check inbox placement, which cannot be determined using test sends.

Lists, segments, and marketing preferences

  • Lists are a static collection of contacts.

  • A segment is a dynamic list of contacts who meet particular criteria, such as age, location or click activity on your campaigns.

  • Marketing preferences are groups containing contacts who've expressed a desire to hear from you about a particular subject or area of interest.

Campaigns can be sent to a combination of one or more lists, segments, and marketing preferences.

To choose which to send to:

  1. Select the relevant tab from Lists, Segments or Marketing preferences.

  2. Select the checkbox for the sets of contacts you want to send to.

2. Choose a send time

For send time, choose from:

  • Immediately
    Your campaign is sent straightaway once you complete the final step of reviewing and confirming your campaign. You need to confirm the sending speed by selecting one of the following options:

    • Use default sending speed - select this option to send your campaign to all of your selected contacts as soon as possible.

    • Spread my campaign send - select this option then expand the time drop-down menu and choose a timeframe to spread the send across.

  • Scheduled

    Set a date and time in the future for your campaign send.
    To do this, select the date picker and choose the date of send, then expand the drop-down menus and select the time of send.
    If you’re sending to any segments, you can choose to automatically refresh those segments just before the time of send, to make sure that the segment rules are pulling in contacts based on your most recent data. To do this, select the Refresh segments before sending checkbox.

Send throttling

For an immediate or scheduled send, if the feature is active on your account, you have the option to throttle the send. This means to spread the send out over a longer period than our standard send speed.

To do this, select the Spread my campaign send over at least radio button and then expand the drop-down menu to choose the length of time to spread the send over.

  • Optimised
    Your campaign starts sending immediately after you review and confirm it, but we optimise the time of individual sends to each contact to maximise engagement based on your contacts' historical behaviour. This times emails to reach inboxes when they're most likely to be read.

    You can choose to set an optimised send to start immediately once the campaign is confirmed, or schedule a start time in the future. To do this, select the radio button for Immediate start or Scheduled start. For a scheduled start, use the date and time picker to set the timing for your campaign send to start, and choose whether to refresh any segments you are sending to before the send begins.

Account time zone

To make sure that your scheduled campaigns send when you intend them to, you must check that your account is set to the right time zone in the Account settings section.

3. Set up ReMail

Optionally, you can also choose to ReMail your campaign. This creates a copy of the campaign and sends it a few days later to any contact who is not tracked as having either opened or clicked (depending upon your account settings) the original campaign.

To do this, for Turn on ReMail, select the Yes checkbox. Enter the number of days after the original send that you want the ReMail to be sent, and, if you want to, enter a new subject line for the ReMail campaign.

Add an auto responder

The final option you have in this campaign step is to choose whether to set up an auto responder for the campaign. An auto responder is an email which is sent to any contact who replies to your campaign. To set up an auto responder, you need to have the campaign you want to use created as a triggered campaign.

To set up an auto responder:


  2. Expand the drop-down menu and select the automated campaign you want to send to any contact who replies to your campaign.

  3. Select SAVE.

Once you’re happy with your send settings, select SAVE & CONTINUE.

Next steps

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