Create an Email Campaign

Use one campaign for one main purpose. For example, invite people who requested a service estimate to arrange a consultation. The internal campaign name helps your team find it later; the subject is what the customer sees in their inbox.

1. Enter the campaign name and subject. Use language that tells the reader why the message is useful.
2. Check Sender name and Sender email. Use the business identity connected to your email delivery service.
3. Choose the audience under Lists. Review the list before sending so the offer fits those subscribers.
4. Choose the email format. Rich text is useful for straightforward formatted messages; choose the visual format when you want to build a designed layout.
5. Use tags to help organize related campaigns. Turn on Send later if you want to choose a future date and time, then select Continue.

1. Open Content. Choose a template and Load copy, or write directly in the editor. Review the confirmation before replacing existing draft content.
2. Lead with the reason for the email. Explain the offer, answer an obvious question and end with a clear action.
3. Include your booking link or a relevant page. Add an attachment only when it helps the reader.
4. Use Preview to check the message. Save changes, then use Send test message on the Campaign tab with an address that exists in Subscribers.
5. After checking your test email, choose Start campaign or Schedule campaign and confirm. Check the campaign status afterward.

A home-services business can advertise a Telnyx number, let an AI agent discuss the enquiry and book a consultation, then send an email explaining what to prepare. A staff member can use an SMS template for a short follow-up. Configure the relevant workflow when you want these actions to happen automatically.

• Choose an audience →
• Create reusable campaign layouts →
• Review results →
• Configure workflows →