Migrating from the Legacy Newsletter? Here are some valuable resources to help get you started.
- Choose Your Template
- Add Your Content and Manage Your Settings
- A/B Testing Your Campaigns
- Preview Your Campaign
- Save or Send Your Campaign
- View All of Your Campaigns
- Duplicating a Campaign
- Unschedule a Campaign
- Campaign Statistics
- Exporting Statistics for Multiple Campaigns
- Link Tracking
- Engagement Statistics
Accounts are currently limited to 2500 campaigns.
You can also create a campaign from your templates list.
The importer will not save your template for later use.
The editor will autosave your changes every 2 minutes. That way, if you close your browser window your changes will be saved.
Your sender identity must be verified before you use it to send a campaign.
From Sender: This is the person from whom this email will be sent. The user will see this name as the sender on their email.
Email Subject: The subject line the user will see. Note: You can use substitution tags in order to personalize the email subject for your customers.
Email Preheader: You can write a brief description of the content of your campaign. This preheader text will appear direcly after the subject line when a recipient previews your email. The preheader is one of the very first items that a user will see when viewing your campaign. This setting allows you to easily create a unique preheader without having to make any changes to your template.
Lists/Segments to Send To: You can choose which contacts will receive your email. You can choose more than one list or segment. A contact in multiple selected lists will only receive the email once.
When you schedule a campaign, the sender identity used will not be able to be deleted.
Send Immediately/Schedule: You can set when this email will be sent to your contacts. “Send Immediately” is selected by default. If you would like to schedule your campaign, click the “On” button to toggle the custom schedule options. Scheduled campaigns will be scheduled only after you click “Schedule” in the upper right hand corner. Remember, your timezone is set in your account settings.
Categories: This is a category that you can set for your emails, which will help you track delivery metrics in the SendGrid advanced statistics section based on your own classifications of the emails you are sending. To add a category, type the name and press enter.
You can create up to 10 different categories.
Unsubscribe Group: This allows you to select which unsubscribe group to apply to this campaign so that users who have already opted out of these emails do not receive them again. In order to keep your sender rating high, it is important to make sure that you don’t send emails to users who have already unsubscribed. To create a new unsubscribe group, please go to the Unsubscribe Groups page. For more information, please see our Suppressions documentation.
You can also choose to use your own custom unsubscribe group, by selecting “Use Custom Link…” from the group dropdown menu and inserting a URL into the text field that appears.
In order to send or schedule a campaign, an [unsubscribe] tag is required in both the plain text and HTML versions of your content, and a corresponding unsubscribe group or custom URL must be selected.
IP Pool: If you have created one or more IP Pools, an extra dropdown menu will be displayed that gives you the option to select an IP Pool for use with your currently selected campaign. For more information about IP Pools and how they may be helpful, please see our IP Pooling Documentation.
The test send will be deducted from your email package limit.
This test email will not replace your substitution tags, as you will be sending to an email address and not to a formal contact in your database.
To send a test email to more than one address, simply separate each address with a comma. You can send test emails to no more than 10 different addresses.
Don’t forget that you can use replacement tags for both a weblink and unsubscribe links.
It is good practice to look at your campaign on a couple of different screen sizes. In order to expedite this process for you, we have provided a desktop and mobile preview for you. At the top of your screen you will notice three icons that look like the following: is the desktop preview option. It will show you what your users will see when looking at your email through their desktop email application. is the mobile preview option. It will show you what your users will see when looking at your email through a mobile email application. is the text preview option, also known as plain text. It will show you what text-only users and screen readers will see when they look at your email.
You may also preview any campaign listed on the Campaigns page. Simply click the Action Cog next to the campaign you would like to preview, and select Preview. You will be shown a small window displaying both mobile, and desktop, formats.
While the preview functionality we provide will cover many use cases, it will not render the same on all mobile devices or desktop email clients. We recommend you use programs like Litmus to check that your email renders appropriately across all devices and clients.
You cannot resend a campaign once it has been sent!
Your sender identity must be verified before you use it to send a campaign.
As you create and send more campaigns, it can become difficult to find older campaigns, either to view their statistics or to reuse content for a new campaign.
From the campaigns page, simply type a campaign name or any word or words that would be in the campaign name into the search bar.
All campaigns with names containing the searched word or words will be returned, with up to 10 search results displayed per page. You may select search results to delete or export by checking the box on the left, or you can edit a campaign by opening the Action Cog menu as you normally would from the campaigns index. You may also return to the campaigns index at any time, either by clicking Campaigns in the navigation menu on the left, or by clearing the search box.
You may also filter your results by status: “All”, “Draft”, “Scheduled”, “In Progress”, “Sent”, or “Canceled.”
Once you have sent a campaign, you can click the gear icon next to the campaign name and then choose “stats.” From here, you will get statistics specific to this campaign including bounces, clicks, opens, etc. and you can also export a CSV with the raw stats.
You can choose to see either raw numbers or percentages when looking at your campaign statistics by clicking the Toggle switch on the Campaigns page.
You can export a CSV containing the statistics for multiple campaigns. This exported CSV will closely resemble the CSV exported for a single campaign’s statistics, with the exception of two additional columns containing the campaign name and ID for each row of statistics. These columns will be labeled “Campaign Name” and “Campaign ID”, respectively.
To export statistics for multiple campaigns, navigate to your Campaigns page within Marketing Campaigns. Check the box next to each campaign that you want to include in your stats CSV. As you add campaigns, you will notice a number on the bulk dropdown menu in the upper right increase.
Once you’ve selected the campaigns that you want to include in your CSV, click this button and select Export CSV.
- Campaigns are ordered from most to least recent.
- The CSV will include a row for each day that SendGrid has gathered statistics.
- Every stats CSV that you export will contain a row containing the totals for each column.
Click tracking stats will be displayed for the top 20 most frequently clicked links within your campaign.
For more information about how to add links to your campain to ensure that they are tracked, please visit our Classroom.
To learn how to leverage your engagement statistics, please visit our Classroom!
Marketing Campaigns makes it very easy to create a dynamic segment of recipients who have either opened one of your campaigns or have clicked links within a campaign.
First, from either the campaigns list view or the individual campaign stats page, hover over the “Unique Opens” or “Unique Clicks” stats.
From the campaigns list view:
From the individual campaign stats page:
Click View Details.
This will present you with a real-time list of all recipients who either opened your campaign, or clicked a link within your campaign (depending on the particular metric you selected).
Next, click Create Segment. This will open a segmentation window. By default, the segment will contain the conditions to capture all recipients who either opened your campaign or clicked within your campaign. The segment will be given the name “Contacts who [clicked/opened] [your campaign name].”
You can rename this segment or modify the conditions of the segment as you wish directly in this window. For more information on segmentation, click here.
Once you’re done creating your segment, click Save. You now have a dynamic segment that will continuously update as recipients engage with this campaign.
In addition to creating a dynamic segment of recipients based on campaign engagement as described above, you can also export a list of all contacts who have either opened your campaign or have clicked a link within your campaign (up until that moment).
Simply hover over either the “Unique Opens” or “Unique Clicks” stats of the campaign that you’re interested in. Then click View Details. Finally, click Export CSV.