Campaign Checklist

Must do configurations before activating a campaign

1. Sender Email and Name is correct:

   Ensure that the sender email address is correctly set, including the appropriate name and the company's primary domain. Using alternate or sister domains can increase the likelihood of your email being flagged as spam.

2. Unsubscribe Link is present

   The unsubscribe link is clearly visible and fully functional. You can manage the global settings for the unsubscribe link in the Settings tab on the left navigation menu.

3. Send Test Email

   Be sure to send a test email to yourself and review it thoroughly for broken links, fonts, styling, and spacing. Also, double-check that all social media links and the unsubscribe button in the email footer redirect to the correct web pages.

4. Who to send?

   The system provides several ways to define which users should be included in an email campaign. The easiest option is uploading a .csv file with user data. For more advanced segmentation, you can connect your Data Warehouse, Segment, or Amplitude and many other tools to dynamically select the right users for each campaign. See Data Integrations

5. Track Success

   Within the campaign settings, define the cohort users should transition to for the campaign to be marked as successful.