Building a campaign
The campaign wizard has five steps. You can save a draft and come back at any point.1
Channel
Name the campaign and pick Email or SMS.
2
Audience
Choose the segments to send to, and optionally segments to exclude.
3
Content
Pick or build the message, and set the subject, preview text and sender.
4
Schedule
Send now, or pick a date, time and send mode.
5
Review
Read the preview, clear the pre-send checklist, then send.
Step 1: Channel
Enter a Campaign name and choose the channel. The name is yours, it is not shown to recipients, and it seeds the default UTM campaign value on the next step. If you pick SMS and the workspace is not ready to send, a banner appears with the fix:
See SMS Sender IDs for how approval works.
Step 2: Audience
Pick one or more segments under Send to. Overlapping segments are counted once. You can also open Exclude and pick segments to remove from the send, which is how you suppress a group you have already contacted. Every workspace is seeded with channel default segments (Email subscribers, SMS subscribers). The step auto-selects the one matching your channel when nothing is chosen yet, and hides the default segment belonging to the other channel so an SMS campaign never offers you “Email subscribers”. The live estimate under the pickers shows:- Unique recipients, deduplicated across every included segment.
- The raw total across segments, so you can see how much overlap there was.
- How many contacts the exclude list removed.
- Email-reachable or SMS-reachable, the count that is actually contactable on this channel. This number already subtracts unsubscribed, suppressed, invalid-address and marketing-paused contacts.
Smart sending
Skips recipients who already received another campaign in the last 24
hours. The workspace default lives in Settings.
UTM tracking
Adds
utm_source, utm_medium and utm_campaign to every tracked link.
Term and content are optional. Values are prefilled from the channel and
campaign name, and you can edit them or reset to defaults.Step 3: Content
Choosing the message. Templates are browsed by folder with a search box, split into My templates and Ready-made templates. Click a ready-made design to preview it before committing. Picking one creates an editable copy owned by your workspace, so the original stays untouched. You have three starting points:All templates
Ready-made designs plus your saved templates.
My templates
Only templates you have saved.
Create new template
Start from a blank canvas.
required
The display name recipients see. Pick from your saved sender names or type a
one-off value.
required
A dropdown of your verified sender addresses only. See below.
optional
Keep it the same as the From address, or set a different one.
Step 4: Schedule
Choose Send now or Schedule for later. Send modes are covered in Send modes below. Scheduling for later adds a date and time field and a timezone picker, which defaults to Asia/Jerusalem. The time you pick is interpreted in the timezone you choose, so a 09:00 send scheduled in Europe/London goes out at 09:00 London time. Two further controls sit on this step: Block sending window. An optional blackout window for this campaign only, set as a start and end hour. It stacks on top of the legal floor, so it can tighten the schedule but never widen it. Send during quiet hours and Send during Shabbat. Overrides for the Israeli sending rules. Both are recorded in the workspace audit log. Use them only for tests or where you have explicit recipient consent. The schedule summary at the bottom of the step spells out which rules will apply to this campaign, so check it before moving on.Step 5: Review
The review step is where you check the message and clear the blockers. Preview. The exact message a recipient will see, with the envelope (From and Subject) above it and a desktop/mobile toggle for email. An Edit template button takes you back into the builder without losing your place. Pre-send audit. An AI check of the content itself, returning errors, warnings and information. It flags things like a missing subject line, images with no alt text, links with no real destination, insecurehttp:// links, an SMS that will cost more than one credit, or an email with no call to action. You can re-run it after making changes. Configure the AI provider under AI provider.
Pre-send checklist. The hard gate. Anything at error severity blocks the send, and several items link straight to the screen that fixes them.
When the checklist is clear, the primary button reads Send now or Schedule, or Submit for approval if the approval workflow applies to you. You can always save as a draft instead.
Sender name and address
An email campaign will not send unless the From address passes two separate checks.1
The domain is verified
Its SPF and DKIM records are published and confirmed. See
Sending domains.
2
The mailbox itself is confirmed
Each individual address is sent a confirmation email that someone must
open. A verified domain on its own is not enough.
Send modes
Send now dispatches as soon as the campaign clears its checks. Schedule for later unlocks three modes:Fixed time
Everyone receives the message at the same moment. This is the default and
the most common choice.
Optimal time per recipient
Each recipient is sent at the hour they most often opened in the last 90
days, in their own local time, inside a window you set.
Throttled / staggered
Recipients go out in percentage batches, staggered from the scheduled
start time. Email only.
Optimal time per recipient
Senderz looks at each contact’s opens and clicks over the last 90 days, buckets them by hour of day in that contact’s own timezone, and picks their strongest hour. Contacts with no history are spread evenly across the window. The allowed window defaults to 09:00 to 18:00 and is editable. The end hour must be later than the start hour. Compliance always wins. If the chosen hour would land in Israel’s legal quiet hours, your workspace’s own quiet hours, or Shabbat, the send is walked forward to the next allowed hour. Only an explicit override on the schedule step changes that.Gradual rollout
Split the send into batches so you can watch results before the whole list goes out. Each row is a percentage of recipients and a delay.- Between 1 and 12 batches.
- Each batch is a whole percentage from 1 to 100, and the batches must add up to exactly 100%.
- Each delay is between 0 minutes and 7 days.
- Delays are cumulative. The first batch is offset from the scheduled start time, and every batch after that is offset from the one before it.
Send-time optimisation and gradual rollout only change when each message
is dispatched. Every check still runs at that moment: suppression, consent,
frequency caps, quiet hours, Shabbat, and the SMS credit wallet. Shifting the
time never skips a rule.
Scheduled sends are durable
A scheduled campaign is stored as a scheduled send, not only as a pending job. Senderz re-checks every minute that each scheduled campaign still has its send queued and re-creates it if it went missing, so an infrastructure restart cannot silently drop a campaign you scheduled.Before your first campaign
Every workspace must accept the sending compliance declaration before any campaign can be scheduled. Until you do, a banner appears in the wizard and the pre-send checklist blocks the send. Complete it from the onboarding screen. See Israeli compliance.Testing before you send
There is no test send inside the campaign wizard today. Send a test from the template builder instead: open the template, use Send test in the preview pane, pick a confirmed From address and enter up to 10 recipients. The test renders through the same path as the real send, so what arrives is what recipients get. The review step’s preview and the AI pre-send audit are the in-wizard equivalents.The campaigns list
/campaigns is the list of everything you have built. A Campaigns and Approvals tab sit at the top, and a list/calendar toggle sits in the toolbar. The view you pick is remembered in your browser.
Statuses
Editing a scheduled campaign is allowed, but see approval workflow for what happens to a campaign that was already approved.
Finding a campaign
- Status filter, selectable across several statuses at once.
- Tag filter, with search.
- Channel and date range filters.
- Free-text search by name or audience.
- Archived toggle to show the archive shelf.
- Sort by recently updated, name, highest revenue or recently sent.
Acting on campaigns
Each row has a menu with Open campaign, View performance, Edit details, Preview content, Duplicate, Copy ID, Archive or Restore, and Delete. Scheduled and sending campaigns also offer Cancel. Duplicate copies the campaign as a new draft and lets you name the copy, which is the fastest way to run a recurring send again. Selecting rows with the checkboxes reveals a bulk bar. You can add tags, archive, restore or delete up to 200 campaigns at a time. Tags are free-form labels you attach to a campaign for organisation. They are yours, they are never shown to recipients, and they drive the tag filter. Calendar view lays scheduled and sent campaigns onto a month grid, with previous and next month controls and a Today button.When a campaign fails
A failed campaign shows a plain-language reason on the campaign, and several reasons come with a button that opens the screen that fixes them.
If only part of the audience failed, the campaign report shows a partial-failure notice with the count and points you at the recipient list for the per-person reason.
The campaign report
Open any campaign to see its report. Headline numbers. Queued, Sent, Failed, Delivered, Opens, Clicks, Bounces, Provider spam rejections, Complaints and Unsubscribes. Rates. Delivered, Open, Click, Click-to-open, Bounce and Unsubscribe. Revenue. Placed orders, Paid orders, attributed Revenue and revenue per recipient. Where an order cannot be tied back to this campaign it is shown as Not attributed rather than guessed. Revenue is displayed in your workspace currency. Activity over time. A chart of engagement as it accumulates. Bounce reasons. Bounces grouped by cause, with a line telling you how many of the total bounces could be categorised, so you know how complete the picture is. Recipients. A per-person table with the recipient, status, opens, clicks and last event. Filter it by any status:
Each row has a Load provider details action that fetches the delivery diagnostic on demand: the bounce class (permanent, temporary or unclassified), the provider’s own status, the bounce category such as “Mailbox does not exist” or “SPF authentication problem”, and a recommended action such as correcting the address or checking sender reputation.
A Cancel campaign action is available while a campaign is scheduled or sending. Queued sends stop. Messages already sent cannot be recalled.
Approval workflow
An optional gate that forces a campaign through owner or admin sign-off before it can be scheduled. Turning it on. Settings → Workflow. It is a paid feature and the section shows an upgrade prompt instead of the toggle on the free plan. Who it applies to. Owners and admins schedule directly and are never asked to submit. Everyone else must submit for approval, and their primary button in the wizard changes from Send to Submit for approval.1
Submit
A non-approver submits the campaign with an optional note for the
reviewer. The campaign must be a draft or paused, and it must already pass
its sendability checks.
2
Decide
An owner or admin approves, rejects with a reason, or requests changes
with a description of what to fix. A submitter can never approve their own
campaign.
3
Send
Only an approved campaign can be scheduled. Attempting to schedule an
unapproved one is refused with Approval required.
A/B testing
Campaign-level A/B testing is not available. You cannot split a campaign’s audience across two subject lines or two designs. Traffic splitting exists in two other places:Quick SMS composer
/campaigns/sms is a single-page alternative to the five-step wizard for SMS. Pick the audience, the SMS template and the Sender name, choose Send now or Schedule for later, and send. A phone preview and a credit estimate sit alongside, including your wallet balance and a shortfall warning when you do not have enough credits for the send.
Sending via the API
Campaigns are built in the app. For programmatic sending, use transactional messages (POST /public/messages/*) or trigger a flow with event ingest.
