Email campaigns are a tool for mass and targeted communication with your clients. They inform recipients about news, promotions, and product updates, and help maintain regular contact with your audience — increasing trust and engagement.

With Uspacy, creating email campaigns is easy: select an email template, configure recipient segments, and schedule the sending time.

The step-by-step guide below ⬇️

There are several ways to start creating an email campaign, so select the one that works best for you.

🟣 First, via the Email campaigns page in the Marketing section.

Here, click the Create button.

🟣 Second, while creating an email template for a campaign.

Or when opening it in preview mode.

No matter how you begin, the window that opens will look like this:

Once you’ve started creating an email campaign in Uspacy, follow the steps below to configure all the necessary parameters:

🟣 Start by entering a name for your campaign. This name will help you easily recognize and manage your campaigns in the list.

🟣 Set the sender. By default, the system will automatically use the primary sender, but you can change it if needed — select a sender that best suits this specific campaign.

🟣 Select the recipients of your CRM contacts who should receive the email.

You can select multiple segments by checking them.

For each segment, you’ll see how many unique contacts it contains — this is the number of emails that will be sent. If a client’s CRM profile contains multiple email addresses, each is treated as a unique contact and will receive the email separately.

Check your email balance. To send email campaigns, you’ll need email packages.The first 1,000 emails are free. Your remaining balance is always visible in the interface.

Once the limit is reached, you’ll need to purchase one of the available packages: 10,000 or 100,000 emails.

🟣 Set the subject of the email your clients will receive in their inbox. Also, add preview text — a short summary displayed next to the subject. It helps the recipient quickly understand the content and increases the open rate.

🟣 The content of the email is based on a template that you’ve created earlier.

Or you can edit/create it during the campaign setup.

This allows you to see exactly what your recipients will receive.

🟣 Set the sending time. You can select to send the campaign immediately.

Or not to send the campaign right away, but save it for later. This option works like a draft.

Alternatively, you can schedule the campaign to be sent at a specific time. Just select the appropriate time zone, date, and exact time in the provided fields — the campaign will be launched accordingly, and your clients will start receiving the emails.

🟣 Activate tracking to monitor:

The process of saving and launching your campaign depends on the sending time option you selected.

🟣It will be saved automatically and launched at the scheduled time.

🟣 You can save the campaign as a draft and return to it later.

🟣The campaign will be saved and sent right away — both actions happen at the same time.

No matter which sending option you select, all campaigns are listed in the same section — but with different statuses:

🟣 Scheduled. This means a specific sending time has been set.

You can cancel or delete the campaign. However, editing is no longer possible.

🟣 Not scheduled. The campaign has been saved but not scheduled — it acts as a draft.

You can send it immediately or schedule it and also edit or delete it at any time.

🟣 Sending. The campaign is currently being delivered to recipients. At this stage, you can’t make changes — but you can view open and click statistics.

🟣 Sent. The campaign has been fully delivered.

You can view interaction statistics (opens, clicks, etc.). You can also delete the campaign if needed.

If you have additional questions or you need to contact the support, send a request to this email [email protected]