Getting Started with SendX
SendX
Updated on Feb 10, 2026
In this guide, we will walk you through the steps to send your first email campaign. Follow these instructions to successfully import your email list and create a newsletter campaign.
Click on the audience drop-down in the navigation bar.
Select "Lists" from the drop-down menu.
Click the "Create List" button on the lists page.
Enter the list name in the list name field in the modal.
Choose a single opt-in list for now and click the "Create List" button in the modal.
To import the email contacts, open the list and click "Import Contacts".
In the import section, drag and drop a CSV file or choose a file to upload your contacts.
Click the "Continue" button in the form to proceed after the CSV upload is complete.
Map fields manually if necessary, and create any custom fields during the import process.
Click the "Complete" button in the form to finish the mapping process.
In the navigation bar, click on "Campaigns".
Select "Newsletters" from the drop-down menu under campaigns.
Click the "Create Newsletter" button to send a new newsletter.
Enter the newsletter campaign name and email subject line in the form fields.
Personalize your subject line by selecting "First Name" from the personalization drop-down menu.
Enter a short preview of your email content in the preview text field.
Select the correct sender and click the "Next Type" button to proceed.
Select the drag and drop editor option for designing your email and click the "Next Design" button.
Choose any template you like and click the "Preview" button to view the email template.
Customize the content in the content editor, add images, and insert them as needed.
Send yourself a test email to see how it looks for your audience.
Check your inbox and make any necessary corrections.
If the preview looks good, click the "Continue" button in the top right corner of the page.
Select contacts from the drop-down list labeled "Select from available lists, tags or segments".
Type the list name and select the recipient.
Click the "Next Review and Confirm" button at the bottom of the page.
Verify the campaign details before sending.
Click the "Next Schedule" button once you've cross-verified the subject, sender, etc.
In the schedule form, select "Send Now" to immediately send your campaign.
Choose "Simple Warm-up Mode" if sending for the first time to start with 500 contacts.
Click the "Send" button to finalize and send your campaign.
In the confirmation pop-up, click "Submit" to confirm sending the campaign.
After a few hours, check the analytics by selecting "Campaigns" from the navigation bar.
Choose "Newsletters" from the drop-down under campaigns.
Open the campaign you'd like to review.
Select the "Performance" tab to view total opens, clicks, unique opens, and clicks.
Analyze the geolocation of users and the devices they are using to optimize future campaigns.