How to Create and Schedule a Newsletter Campaign in SendX

In this guide, we will walk you through the process of creating and scheduling a newsletter campaign using SendX. Follow these steps to effectively reach your audience with a well-crafted newsletter.

Step 1: Access the Campaigns Pane

• From your team's dashboard, navigate to the Campaigns pane at the top.

• Click on Newsletter, then select Create Newsletter to start a new campaign.

Step 2: Define Campaign Details

• Campaign Name: Enter a name to identify the campaign within SendX. This name will not be visible to recipients.

• Subject: Write a subject line that will appear in recipients' inboxes. Enhance it using the Subject Line AI assistant and add personalization with custom fields.

• Preview Text: Add text that will appear after the subject in the inbox preview.

• Sender Information: Choose or create a new sender for the campaign. Optionally, provide a reply-to email address.

Step 3: Choose an Editor

• Select from three editor options: Drag and Drop Editor, Print Text, or SendX Native AI Editor.

• For this guide, we will use the Drag and Drop Editor.

• Choose from over a thousand templates and customize your newsletter by dragging and dropping elements from the content pane.

• Edit content and insert custom fields or merge tags as needed.

Step 4: Preview and Test

• Preview your email in light and dark modes, and across different devices (Desktop, Tablet, Mobile).

• Send a test email to see how it appears in your inbox.

Step 5: Select Recipients

• Choose the recipients for your newsletter from lists, tags, and segments.

• Optionally, exclude certain contacts, such as those in a "Threat Check Fraud" segment.

• Validate the total recipient count before proceeding.

Step 6: Review and Confirm

• Review your campaign for any missed content or warnings.

• Send another test email if necessary.

Step 7: Schedule the Campaign

• Choose from various scheduling options:

  • Send Now: Send the campaign immediately.

  • Send Later: Schedule the campaign for a specific date and time in a chosen time zone.

  • Send in Contacts Time Zone: Send based on each contact's time zone, with a fallback option.

  • Smart Send Option: Use historical data to determine the best time to send to each contact.

• Enable tracking configuration, such as Campaign Click Report on Google Analytics.

• For this guide, we will schedule the campaign for January 31st at 1am.

Congratulations! You have successfully created and scheduled your newsletter campaign. Thank you for watching.