Send your first email

Send a reviewed campaign to a small audience, then check what happened to each message. This guide takes you through the decisions that matter before your first send.

Want to see personalization first? Create one email for three different customers, then return here to send it.

Before you begin

You need a workspace, access to your sending domain's DNS settings, and permission to contact the people in your audience. Use a small group whose data and preferences you can inspect.

1. Verify your sender

   Open Settings → Domains. Add the exact DNS record names, types and values shown for your domain at your DNS provider. Choose Start verification check and resolve the listed issues until the domain shows Verified For Sending.

   Choose a sender profile or From address using that domain. Check your email allowance; AI-generated content also needs available credits. Connect your domain covers DNS delays and verification problems. Billing explains allowances and usage.

2. Check the people you intend to reach

   Open Records, choose your contact type and inspect a few profiles. Confirm their email address, the fields your email will use, and their saved communication preferences.

   For your first test audience, add contacts individually or import a list. An import can update existing profiles, so check its saved results before adding the rest. Audience membership does not by itself make someone eligible for marketing email.

3. Build and review the email

   Open Broadcasts → New broadcast, choose the contact type and select the audience. Select Next, choose Dynamic Composer and Marketing, then Next to create the draft in Composer. If you already have a draft, open it. Review its condition and matching contacts.

   Give maxinja the audience, message and fixed offer facts. Ask it to leave the campaign unscheduled for review. Open the saved result, inspect the sender, subject and content, and confirm every button's destination.

   In Data, choose a representative customer and check the supplied fields. For Adaptyle, set Model and Thinking under Personalize → Runs with, then open Preview → Personalized and choose Generate preview. Compare a customer with complete context and one with missing data. Keep required prices, dates and links outside AI passages.

   Use Send test with an inbox you control. Inspect the delivered email on desktop and mobile. The test uses email allowance and sends the rendered sample; it does not establish your production audience's consent. See personalization for the full preview walkthrough.

4. Choose when to send

   Resolve blocking issues in Checks. Open Estimate and review generation and sending usage, including possible corrections and reviews. An unknown estimate is not zero.

   Open Send, or Schedule after saving a draft. Choose Send now, Schedule for later or Save as draft. Check the intended audience and timing before confirming. Send a broadcast explains each control and status.

Know what happens after scheduling

Preparation fixes the campaign revision and recipients, renders the emails and checks the output before dispatch. It can begin before the scheduled delivery time. People who match later are not added to that run; current consent and suppression still determine whether a message can leave.

Before preparation begins, Cancel send returns the campaign to editing. After it begins, Stop sending permanently cancels the remaining work. Messages already being dispatched may still arrive, and incurred usage remains.

A credit wait or quality hold is different from a stopped campaign. Inspect the reason before creating a replacement send. A finished campaign with eligible failed recipients can offer Retry, while Close remaining work ends that work permanently. See safe recipient retries. For a quality hold, open Quality review and inspect the exact rejected email. See reviewing a quality hold for the available actions.

What to do after the first send

Open Emails for recipient outcomes and Metrics for delivery and response. An individual email’s Sent status means provider acceptance; Delivered is a later signal and does not prove inbox placement. The funnel’s Sent total can include pending or failed email records; check the report definitions. Check failures or uncertain outcomes before trying again.

Decide what customer action the campaign was meant to encourage, such as creating a project or completing an order. Opens and clicks do not prove that action happened. Compare the response with your business records or events. See your results explains what each metric can tell you.

Related

• Build an onboarding journey that checks progress before a reminder.
• Personalize your first email using one template and three customer profiles.
• Developer quickstart for sending a saved template from your application.