Campaigns
Drafts, the block editor, and the AI assistant for email content.
How to create a campaign draft
Campaigns are created from the Drafts page, not from Campaigns. Name it at the start, because a scheduled campaign can no longer be renamed.
The block editor and the AI assistant
How to edit a draft from blocks, where the assistant's voice is configured, and why the signature does not change retroactively.
Who you send to: everyone, a segment, or tags
The three targets in the draft screen, why ticking several tags widens your list instead of narrowing it, and how to read the counter.
I sent to more people than I expected
Three causes, in the order they show up: tags ticked together, a segment rule left empty, and the templates that break after an import.
What the AI assistant does and does not do
Where the assistant lives and where else you find AI in the platform, the four rules that cannot be switched off, the three levels, and what happens if you ask for an email on an empty account.
Working a draft with the assistant: ask, review, retry
How to phrase the request, what to check first in what it wrote, and why the third retry usually comes out worse than the second.
The brand profile: where the voice is set
The five sections of the profile, why banned words are written with their replacement, and why the instructions block should stay short.
Knowledge: write facts, not commands
Why a command written in Knowledge is ignored by design, what goes where, and why permanent documents stay separate from dated ones.
Memory and Activity: what the assistant remembers
Facts appear with no notice, and some of them come from the assistant itself. How to read memory and what to delete from it.
How many assistant runs you get per month
The cap on each plan, the three things that consume a run, what is free, and how not to waste them.
Naming campaigns, and why the name cannot be changed later
The name is internal, the subject is what the subscriber sees. A scheduled campaign cannot be renamed, so the name is set at the start.
Test in the inbox, not in the preview
What only shows up in a test email, why you open it on the phone too, and what to check in order.
Sending and scheduling a campaign
Subscribers first, then who you send to, when you send, and why the final number can differ from the one you saw when scheduling.
Your first campaign on a new domain: ramp up
Why you do not send to the whole list from a fresh domain, which group you start with, and what to read between waves.
Frequently asked questions
The ten questions that come up most often, with a short answer and a pointer to the article covering each in full.