Campaign types
All email campaigns are organized into three categories:Email campaigns
All email campaigns you send directly from the Marketing section
Workflow campaigns
Emails sent from active workflows — listed per workflow, not per action
Bulk action campaigns
Emails sent as bulk actions from the Contacts section
Creating a campaign
Start a new campaign
Click the + New button in the Campaigns view. You can also organize campaigns into folders using the Create Folder button.
Choose a template or start from scratch
Select from:
- Blank — start from zero with the Design Editor
- Email Marketing Templates — use a system-provided template
- Your Templates — use templates you have already created
Design your email
Use the drag-and-drop Email Builder to craft your message. Add elements (text, images, buttons, videos), arrange layouts, and apply your branding.
Preview and test
Use Test Email to see how your campaign looks when delivered. Switch between Desktop and Mobile View to verify responsiveness.
Delivery options
Send now
Send now
Immediately sends the campaign to all selected contacts or a smart list.
Schedule
Schedule
Plans the campaign to be delivered at a specific date and time. Useful for timed promotions or announcements.
Batch schedule
Batch schedule
Delivers the campaign in segmented batches at predetermined times. For example, with 1,000 contacts and a batch quantity of 100, the campaign sends in 10 batches of 100 emails each. This is ideal for managing server load and improving deliverability.Batch settings:
- Start date and time
- Batch quantity (number of emails per batch)
- Repeat interval (days, hours, minutes)
- Allowed send days (uncheck days you want to skip)
- Optional start and end time windows
RSS schedule
RSS schedule
Automatically delivers campaigns featuring dynamic content linked to an RSS feed — perfect for blog post announcements and product updates at scheduled intervals.
A/B testing
A/B testing lets you experiment with up to six variations of a campaign to determine which performs best. The winning variation is automatically sent to the remaining contacts.Enable A/B testing
Open a drafted campaign, go to the A/B Testing tab, and toggle the switch to enable.
Choose what to test
- Subject line — tests which subject gets the highest open rate
- Email content — tests different body content (CTAs, images, layout) to drive clicks or conversions
Set test duration
Choose how long the test runs before a winner is selected — from 30 minutes to 24 hours. Set this based on your audience’s typical response time.
Campaign statistics
Track the performance of all campaigns from the Statistics view in the Campaigns section.Engagement summary
Engagement summary
Metrics include: emails delivered, opened, and clicked, plus orders and revenue generated. A funnel visualization shows where recipients drop off.
Performance analysis
Performance analysis
Monitor trends for emails sent, bounced, unsubscribed, and spam complaints over time. Use the dropdown to switch between different metrics.
Revenue-generating emails
Revenue-generating emails
View the top 5 emails generating the most revenue. Filter by Open Rate or Click Rate to identify your best performers.
Individual campaign stats
Individual campaign stats
Click on a specific campaign to view detailed statistics: delivery rate, open rate, click rate, bounce rate, unsubscribes, and revenue attribution.
Click tracking
Click tracking reveals which links recipients click and how many times, helping you understand engagement and optimize content. Enable for all campaigns:- Go to Marketing > Emails > Campaigns, click the gear icon
- Navigate to Tracking and enable Click performance tracking
- Click Save
Reply management
You can set a custom reply-to address for each campaign so that replies go to the right person or team. When sending or scheduling, if the default sender email is not suitable, select “Set a custom reply-to address for this campaign” and enter the preferred address. Priority order for reply-to addresses:- Campaign-level custom reply-to address
- Location Settings > Email Service > Reply & Forwarding address
- System default address
Email verification
Before sending, your From Email address must be verified. The system will prompt you to verify if an unverified address is used. To verify:- Enter the From Email address in the Send or Schedule screen
- Click Verify Now
- Check your inbox for the 6-digit OTP and enter it in the verification prompt
Email verification is not required for custom domains configured under LC email or for location admin emails already set up in settings.
Pausing and cancelling campaigns
For scheduled, batch, and A/B test campaigns:| Action | Result |
|---|---|
| Pause | Temporarily stops the campaign. If resumed after the scheduled time, it sends immediately. |
| Cancel | Permanently stops the campaign, including all future batches or RSS sends. |
Segment targeting
When sending to a Smart List or tag, choose whether to:- Lock to selected contacts — send only to contacts who match the criteria at the time of scheduling
- Include new contacts — automatically add contacts who join the list before the campaign sends
Additional features
RSS email campaigns
RSS email campaigns
Automatically send emails based on new content in an RSS feed. Ideal for blogs, news sites, or content-heavy businesses that want to automate their newsletter.
Resend to unopened contacts
Resend to unopened contacts
After a campaign has sent, use the Resend to Unopened feature to follow up with contacts who did not open the first email — optionally with a different subject line.
Conversion metrics
Conversion metrics
Track which campaigns are driving actual purchases and revenue, not just clicks.
Automate tagging based on campaigns
Automate tagging based on campaigns
Automatically tag contacts based on how they interact with your email campaigns (opened, clicked, etc.) for use in segmentation and workflows.
Build segments from campaigns
Build segments from campaigns
Create smart list segments directly from campaign engagement data to target follow-up campaigns more precisely.
Workflow campaigns
Workflow campaigns
View and manage emails sent through active workflows from the Workflow Campaigns tab in the Campaigns section.
Product element
Product element
Embed products from your store directly into email campaigns to drive purchases.
Form element
Form element
Embed forms inside emails to capture information or survey contacts without requiring them to visit a separate page.
Loom video integration
Loom video integration
Embed Loom videos in campaigns for personalized outreach and video-based content.
Mobile view hiding
Mobile view hiding
Hide specific email elements for mobile viewers to optimize the mobile reading experience.
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