Sending an Email

A campaign is the actual email that lands in inboxes. You bring together a template (the design), a subject line, an audience, and a moment to send. TribeNest handles the rest.

Starting a new campaign

1. Go to Emails then Emails in your dashboard.
2. Click Send email in the top right.

You can also start a campaign two faster ways:

• From Templates, open a template's More menu and pick Create email. The template is pre-selected.
• From Lists, open a list's More menu and pick Send email. The list is pre-selected.

What you'll fill in

Title

An internal name for the campaign so you can find it again. Recipients never see this. Something like "May newsletter" or "Spring tour announcement" works well.

Subject

The line recipients actually see in their inbox. Treat it as the most important sentence of the entire email — most opens or skips happen here.

Email template

Pick the template that holds the design. The dropdown lists every template you've made. If you opened the campaign from a specific template, that one is selected automatically.

If you don't have a template yet, head to creating a template first.

Recipients

Choose who gets the email:

• Email list — sends to everyone subscribed to that list.
• Individual email — sends a single message to one address. Useful for a quick test to a colleague or a one-off send.

If you picked Email list, you'll see a dropdown of all your lists, each showing its current subscriber count.

Sending to a segment instead

If you've built saved segments in your contacts, a Send to a segment instead toggle appears under the list selector. Flip it on and pick a segment from the dropdown. Each segment shows how many contacts currently match — or "not yet evaluated" for brand-new segments. The recipient count is computed at the moment the campaign is created, so it's always current.

Segments are managed in your contacts area — see operations for how to build them.

Scheduling for later

By default, hitting send fires the campaign immediately. To schedule it:

1. Toggle Schedule for later on at the bottom of the form.
2. Pick the Date, the Time, and the Timezone.

The timezone defaults to whatever your browser is set to — change it if you're sending to fans in a specific region. The form rejects scheduled times in the past, so you can't accidentally pick yesterday.

When the moment arrives, the campaign processes and goes out automatically. Until then it sits in your emails list with a Scheduled badge.

Sending it

When the form is filled in, the button at the bottom shows either Send email or Schedule email depending on whether you've toggled scheduling. Click it.

You'll be taken back to your emails list, where the new campaign appears at the top. Its status moves through:

• Draft — created but not yet processed.
• Scheduled — waiting for its scheduled time.
• Sending — actively going out to recipients.
• Sent — done.

After it goes out

Once a campaign reaches Sent, click its row and choose View send report from the More menu. That's where you'll see opens, clicks, bounces, complaints, and a per-recipient timeline. See email reports for how to read it.

Managing existing campaigns

The emails list shows everything you've created — drafts, scheduled, sent. Use the search and the Filters dialog to narrow by status. From the More menu on each row you can:

• View send report — for sent campaigns only.
• Archive — hide the campaign from the default view.

Where to go next

• Want to design a better template before you send? See creating a template.
• Need to grow or reorganize your audience? See email lists.
• Want to capture more sign-ups before your next send? See lead magnets.
• Want emails to come from your own domain? See sending settings.