How to Send Email with Marketing Campaigns

If you want to send email programmatically, see the API reference or the SMTP Reference.

Before sending your first campaign, you need to do the following:

To send your first campaign:

  1. From the left-hand navigation, select Marketing, and then click Campaigns.

  2. To create a new campaign, click Create Campaign.
    To create a campaign from an existing one, find the version you want to use and hover over the action menu to the far right of the campaign. Select Duplicate.

    If you have an existing draft, find the version you would like to continue working on, hover over the action menu to the far right of the campaign, and then select Edit.

  3. Select the template that you want to use for your campaign.
    You can select a Blank Template, a custom template that you have already created, or one of SendGrid's pre-built templates. For more information, see Marketing Templates.

  4. Select an editor.
    You can choose between the Design Editor and the Code Editor.

The Design Editor offers users powerful drag & drop, WYSIWYG editing tools, making it possible for anyone to build beautiful emails, regardless of HTML knowledge. For those familiar with HTML who are looking to leverage the Design Editor, you can modify the HTML of individual content modules.

The Code Editor provides users who are importing, editing, or crafting custom HTML a robust environment to upload images, write HTML, and configure their campaign without interference from the HTML-generating WYSIWYG tools.

Designing Your Campaign

Depending on your editor selection, you use different methods to design your campaign. Both the Design Editor and the Code Editor have the same 3 tabs: Settings, Tags, and A/B Testing.

  1. Edit your campaign by filling in the fields in the Settings Tab.

  2. Add your custom content. Make sure to include the [unsubscribe] tag to test and send your campaign.

For more information about customizing your campaign, see Using the Design Editor or Using the Code Editor.

  1. Once you’ve finished editing your campaign, you can see what it looks like by clicking Preview.

  2. To send a test email, enter the email address(es) you want to send your campaign to, and then click Send Test. Please note, in order to send your test email and any subsequent live campaigns, you must have, at a minimum, a verified sender, subject line, and unsubscribe group or link included.

  3. If you would like to test the effectiveness of your email subject or content, you can set up an A/B test. For more information, see A/B Testing.

  4. Add a list or segment of recipients to receive your campaign.

  5. To send your campaign, click Send Campaign.

Message size limit: The total message size should not exceed 20MB. This includes the message itself, headers, and the combined size of any attachments.

Scheduling Your Campaign

To schedule your campaign:

  1. To send your campaign at a later time or date, toggle the Send Immediately button to Off.
  2. Enter the date and time you want the campaign to be sent.
  3. Click Schedule Campaign.

If possible, schedule mail for off-peak times (for example, 10:53). This can avoid peak times at the top of the hour or half hour.

Campaigns are sent according to the time zone specified in the settings of your account. Check the time zone for your account to have your emails sent at the correct time.

To change your time zone:

  1. From the left-hand navigation, select Settings.
  2. Click Account Details, or go to
  3. Scroll to the bottom of the page, find TIME ZONE, and correct it if necessary.

Additional Resources

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