How do I send an email campaign in Agent Studio?#
Open Marketing, press New email campaign, pick who gets it, write it, and press Send now or Schedule. The whole run takes a few minutes once your sending connection is in place.
Your first campaign
Step 1: Connect your sender
In CRM settings, choose your email connection (your Resend account) and, for texts, your Twilio connection. Add the reply-to and the mailing address printed in every footer.Open CRM settingsStep 2: Start a campaign
On the Campaigns tab press New email campaign or New text broadcast and give it a name only your team sees.Open CampaignsStep 3: Choose who gets it
Under Who gets it, send to everyone with an email address or narrow it with tags and a saved smart list. Excluded tags always win.Step 4: Write it or start from a template
Pick a saved template or choose Write it here. Fill the Subject line and Preview text, then drop in merge fields likeOpen Templates{{contact.firstName|there}}.Step 5: Send yourself a test
Press Send test to me and check it on your phone and your desktop inbox before anyone else sees it.Step 6: Send or schedule
Choose Send now or Schedule with a date and time in your account's time zone. A scheduled campaign goes out on its own at that minute.
Who receives my campaign?#
Exactly the contacts your audience rule picks, minus anyone who opted out. Contacts marked do-not-disturb for that channel are skipped automatically, and a team member limited to their own contacts only ever reaches the contacts assigned to them.
| Option | Who it reaches | Good for |
|---|---|---|
| Everyone | Every contact with an email address (or a phone number for texts) | Announcements, newsletters, holiday hours |
| Has any of these tags | Contacts carrying at least one of the tags | Everyone who bought service A or service B |
| Has all of these tags | Contacts carrying every tag listed | VIP customers in one city |
| Exclude tags | Removes anyone with the tag, whatever else matches | Leaving out current customers from a win-back offer |
| Smart list | The contacts a saved smart list matches at send time | Leads with no booking in 30 days |
How does the A/B subject line test work?#
Turn on A/B subject test, write Subject B, and Agent Studio sends both versions to a test group, waits, then sends the winning subject to everyone else.
- Test group (% of the audience): 5 to 50 percent, split evenly between subject A and subject B.
- Winner by: open rate or click rate. Pick click rate when the email exists to drive a booking or a purchase.
- Wait before choosing (hours): 1 to 72 hours. Four hours is the default and suits most lists.
- The campaign report shows Subject test results side by side: sent, opened and clicked for each subject.
How do text broadcasts work?#
A text broadcast sends one SMS of up to 1,600 characters through your Twilio number to every contact with a phone number in the audience. The first message to a contact carries "Reply STOP to opt out." when your text leaves it out, and texts never go out from 9 p.m. to 8 a.m. in your account's time zone. A broadcast that reaches quiet hours waits and picks up again in the morning.
How fast does a campaign send, and can I stop it?#
Campaigns send at a steady pace you set: 120 emails a minute and 30 texts a minute by default, up to 600 a minute. A steady pace protects your sender reputation and keeps your phone lines free when replies come in.
- Pause and Resume a campaign mid-send from its report. Cancel stops it for good.
- Duplicate any campaign to resend it to a new audience or try a new subject.
- The content freezes the moment sending starts, so editing the template afterward never changes a send in progress.
What does the campaign report show?#
Each campaign opens to Results: sent, delivered, opened, clicked, unsubscribed and bounced, plus Clicks per link with total clicks and the number of people behind them. The Recipients list is searchable, so you can see exactly what happened for one contact.
| Number | Source |
|---|---|
| Opened and clicked | Open and click tracking on every campaign email |
| Delivered, bounced and spam complaints | The Resend webhook you add on Marketing → Settings |
| Unsubscribed | The unsubscribe link in every footer |
| Per-link clicks | Every tracked link in the email, in the order it appears |
Campaign activity also starts workflows. Use the triggers Email opened, Email link clicked and Campaign finished sending in CRM automations to text a hot lead or hand them to a salesperson the minute they click.