How do I send marketing emails?

Choose audiences and understand marketing opt-in requirements.

When sending an email, users select one or more audiences.

Audiences can include:

  • Lists
  • Segments

Duplicate customers are automatically removed from the send.

Only customers whose Marketing Opt-In parameter is set to Yes will receive the email. If selected audiences include customers who have not opted in, those recipients will be automatically excluded.

Before continuing, the audience summary shows the number of subscribed recipients, contacts excluded because they are unsubscribed, and duplicates removed across the selected lists and segments. Sending remains unavailable when no subscribed recipient remains.

The final send setup includes the campaign name, subject, preview text, sender name and verified sender address, reply-to address, message preview, and immediate or scheduled delivery choice. Review the recipient count and these inbox details before confirming the send.

Scheduling emails

Emails can be:

  • Sent immediately
  • Scheduled for later delivery

Emails can be scheduled up to 30 days in advance. Scheduled campaigns can be edited or canceled at any time before they are sent.

More help

Browse Marketing help articles · Read the full platform guide

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