Create Your First Campaign
Send your first email campaign in Sendifai with this step-by-step guide.
Start a New Campaign
Navigate to Campaigns in the sidebar and click Create Campaign.
Choose Your Campaign Type
Regular Campaign
A standard one-time email to your audience
A/B Test Campaign
Test different subject lines or content with a portion of your list
Campaign Setup
Configure the basic settings for your campaign.
Campaign Name
Internal name for your reference (recipients won't see this). Use something descriptive like "February 2026 Newsletter".
Subject Line
What recipients see in their inbox. Keep it concise (under 50 characters works best) and compelling.
Preview Text
The snippet shown after the subject line in most email clients. Use it to complement your subject line.
From Name & Email
Defaults from your settings but can be customized per campaign. Use a recognizable sender name.
Select Recipients
Choose who will receive your email.
Recipient Options
- All contacts: Send to everyone subscribed to emails
- Specific list: Send to members of a particular list
- Segment: Send to a dynamic segment (e.g., "Active donors")
- Combination: Include multiple lists/segments, or exclude specific groups
Design Your Email
Create your email content using our drag-and-drop editor.
Start from Template
Choose from professionally designed templates and customize them. Browse templates →
Start from Scratch
Build a custom design using our drag-and-drop editor with full creative control.
Editor Tips
- • Drag content blocks from the sidebar to add text, images, buttons, and more
- • Click any element to edit its content and styling
- • Use personalization tokens (like {first_name}) to customize for each recipient
- • Preview on desktop and mobile views before sending
Review and Send
Final checks before your email goes out.
Send a Test Email
Always send yourself a test first. Check how it looks in your email client, verify links work, and ensure personalization renders correctly.
Pre-Send Checklist
- Subject line and preview text are compelling
- From name and email are correct
- All links have been tested
- Images load correctly
- Spelling and grammar checked
- Unsubscribe link is present
Sending Options
- • Send Now: Delivers immediately to all recipients
- • Schedule: Set a specific date and time for delivery
- • Send Time Optimisation: Let Sendifai choose the best time for each recipient (Pro feature)
First Campaign Tips
- • Start small: Send to a small test group first to verify everything works.
- • Keep it simple: Your first campaign doesn't need to be complex. Focus on clear, valuable content.
- • Check analytics: After sending, review your campaign analytics to learn what worked.