Getting Started

Creating and Sending Your First Campaign

Pick a template, compose, test, and send to your list.

Mar 1, 2026·10 min read· Beginner

Your first campaign validates the full path: template → audience → sending server → inbox. Follow this sequence before scheduling large sends.

1. Choose or create a template

Go to CampaignsTemplates (or the template library in the campaign builder).

  • Start from a built-in layout or blank HTML
  • Use the drag-and-drop builder for blocks, images, and buttons
  • Add preheader text — preheader tips
  • Test rendering: client differences

2. Create the campaign

  1. CampaignsCreate → standard campaign
  2. Select the template
  3. Edit subject line — consider A/B testing later
  4. Set From name and From email (must align with verified sending domain)

3. Select audience

  • Choose the mail list you imported
  • Optionally narrow with a segment (e.g. opened in last 30 days)
  • Exclude unsubscribes and blacklisted automatically when configured

4. Test before send

  1. Send test email to yourself and a colleague (Gmail + Outlook if possible)
  2. Click all links; confirm tracking domain if used
  3. View plain-text part if enabled
  4. Check spam folder — if land there, review DNS and content (reputation monitoring)

5. Schedule or send now

  • Send now — queues immediately; requires workers/cron
  • Schedule — pick date/time in your account timezone (timezone optimization)

Watch progress on the campaign detail page: sent, opens, clicks, bounces.

6. Read results

After send, open Reports for the campaign. Key metrics:

  • Delivery rate — should be > 98% for healthy lists
  • Bounce rate — hard bounces > 2% means list quality problems
  • Opens / clicks — interpret with Apple MPP in mind: open rates and MPP

What’s next

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