Your First Campaign

Create a new campaign

A campaign in SendBeam is a single email send to a group of contacts. Campaigns have a name (visible only to your team), a subject line (visible to recipients), a sender name and address, and the email body content. Once a campaign is sent, SendBeam tracks delivery events and surfaces them in the campaign statistics view.

Before creating your first campaign, make sure you have:

• Verified your sending domain in Settings > Email & Domains (or chosen the shared platform address).
• Added at least one subscribed contact (or imported a list of contacts).

To create a campaign:

1. Click Campaigns in the left navigation bar.
2. Click New Campaign in the top-right corner.
3. Enter an internal Campaign name. This is for your reference only and is not shown to recipients. Something like May Newsletter or Product Launch works well.
4. Enter the Subject line — this is what recipients will see in their inbox. Keep it concise and descriptive.
5. Check the From name and From email, which are pre-filled from your sender details. The from email must use a domain you have verified under Settings > Email & Domains, or the shared address every workspace starts with. For example, hello@yourbrand.com.
6. Click Next.

Choose your recipients

SendBeam gives you three ways to target your audience:

• All Contacts — Send to every contact in the workspace with a status of Subscribed. Use this for broad announcements where you want maximum reach.
• A specific list — Target only members of a particular list. This is the most common option. Select the list from the dropdown. Only subscribed members of that list will receive the email.
• A segment — Use a saved segment to target a dynamic subset of contacts based on filters such as tags, custom fields, or engagement. See the Segments guide for how to build segments.

Click Next once you have chosen. The number of recipients actually queued is shown on the campaign page once the send starts.

Write your email

SendBeam offers two ways to compose your email body:

• Visual builder — Pick a starter layout, then add and edit content blocks (headers, text, images, buttons, dividers, columns and more) without writing any code. This is the recommended option for most users and is the view a new campaign opens in.
• Edit — A rich-text editor for simple formatted messages, with a toolbar for bold, lists, links and images.
• HTML — Paste or type raw HTML directly. Use this option if you have a custom-coded template from your design team or another tool. If your HTML has no {"{{unsubscribe_url}}"} tag, SendBeam adds a plain unsubscribe link at the bottom when it sends.

Whichever editor you use, you can personalise content using merge tags:

• {"{{first_name}}"} — Replaced with the contact's first name (empty if not set).
• {"{{last_name}}"} — Replaced with the contact's last name.
• {"{{email}}"} — The contact's email address.
• {"{{custom_fields.key}}"} — Any custom field on the contact.
• {"{{unsubscribe_url}}"} — A unique unsubscribe link for each recipient.

Preview, send, and review stats

Before sending, always preview your email to catch formatting issues:

1. Switch to the Preview view to see a rendered preview of your email in the browser. Use the desktop and mobile toggle to check how it looks on smaller screens, then click Next.
2. On the Review & Send step, check the summary. To test in a real inbox first, wait — the campaign is saved as a draft at this point — then open it from the Campaigns list and click Send test, which delivers a copy to the address you sign in with.
3. When you are satisfied, click Send Now to dispatch the campaign immediately, or pick a date and time under Schedule. Scheduled campaigns can be edited or cancelled at any time before they send.
4. After sending, SendBeam moves the campaign through Sending to Sent. Its page shows sent, delivered, opened, clicked, bounced, and unsubscribed counts as delivery events arrive.

Congratulations — you have sent your first campaign with SendBeam. From here, explore Contacts to learn about tags and custom fields, or head to Automations to set up triggered email sequences.