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Campaigns and audiences

Use campaigns to send mini-session launches, availability updates, newsletters, and other announcements to groups of subscribed contacts.

Check your email allowance

Each recipient uses one email from your monthly marketing email allowance, so a campaign sent to 100 people uses 100 emails. A signup form’s welcome email uses one email for each person who gets it. Check what’s left in Settings → Billing before a large send. See Billing and your plan for allowances during the trial and on paid plans.

If sending pauses because you reached your limit, review the campaign’s delivery status before creating another send, so you don’t send the same message twice.

Before you create a campaign

Prepare these pieces first:

  1. Go to Settings → Account → Marketing.
  2. Complete the Email footer with your studio’s mailing address and website, then select Save email footer.
  3. Set the Sender name, Sender email, an optional Reply-to email, and the Sending domain, then select Save sender.
  4. Add the displayed DNS records at your domain provider, then select Check DNS until the domain is verified.
  5. If you want to send to a named list, create it under Settings → Forms → Audience lists.

Every campaign email ends with your email footer and a link to manage preferences or unsubscribe. You can choose a different reply-to address for an individual campaign.

Audience lists and contact tags

These serve different purposes:

ToolUse it for
Audience listPeople interested in a topic, offer, or future opening.
Contact tagLabels that help your team organize contacts.

Adding or removing a tag doesn’t change a contact’s audience lists.

Manage audience lists in Settings → Forms. Open a contact to see their current and past lists, including when they joined, received an invitation, moved forward, or were removed.

Create a campaign

  1. Open Campaigns from the sidebar.
  2. On Broadcasts, choose New broadcast.
  3. Enter an Email name your team will recognize, such as Spring mini sessions, then choose Create email.

Clients see the subject, not the email name.

To keep related emails together, such as a mini-session launch and its last-call reminder, open Series and choose New series. You still send or schedule each email in a series on its own.

1. Choose the audience

The Audience step starts with all subscribed contacts. Choose Add a filter to narrow it:

  • Audience list: contacts subscribed to any of the lists you pick.
  • Mini session: contacts who have, or haven’t, booked the sessions you pick. You can add a session date range.
  • Package: contacts who have, or haven’t, booked the packages you pick. You can add a project date range.
  • Time since last booking: contacts who last booked more than a set number of days or months ago, or who have never booked.
  • Service type: contacts who have booked that service.

Contacts must match every filter. You can add up to six.

2. Write the email

In the Email step, add the Subject, optional Preview text, and your message. Fill in Reply-to email only if replies to this email should go somewhere other than your usual address.

Insert personalized text, such as the client’s first name, where useful. Preview the email and make sure it still reads well if a contact detail is missing.

To reuse a layout, open the style menu and choose Save as starter. Next time, choose Saved starters.

Your draft saves as you work. If saving fails, choose Try again before leaving the page.

3. Review and send

The Review and send step shows the subject, preview text, audience, sender, reply-to address, and a final preview of the email.

Choose Send test to send a copy to up to five addresses first. Each copy uses example contact details. When it looks right, choose Send now, or Schedule to pick a date and time.

Once sending has started, the email can no longer be edited. To change a scheduled email before it starts sending, open it and choose Edit draft.

Understand campaign status

The campaign list shows each email’s name, subject, send date, and status:

  • Draft - still editable and not yet scheduled or sending.
  • Scheduled - set to send at the displayed date and time.
  • Sending - delivery is in progress.
  • Sent - sending has finished. Open the email to check delivery results.
  • Couldn’t send - sending could not finish. Open the email for details.
  • Cancelled - delivery was cancelled.

Archive carefully

Archiving hides an email from your campaign list. Its delivery history and results are kept.

Archiving does not stop an email that is scheduled or sending. To change a scheduled send, open the email and choose Edit draft before delivery begins.

Review performance

Open an email to see delivery results, opens, and clicks as they become available. Open Pulse and choose Email to compare campaigns over a period.

For a sent email, open its menu and choose Resend to recipients with no recorded opens to start a new draft for people who didn’t open it.