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Prepare and send your email prepare-send

Last update: Thu Apr 03 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

Prepare the send prepare

When you define your content, audience, and schedule, you are ready to prepare your email delivery.

During the delivery preparation, the target population is calculated, and the message content is generated for each profile included in the target. Once the preparation finishes, the messages are ready to be sent, either immediately or at the scheduled date and time.

The validation rules used during delivery preparation are described in the Campaign v8 (client console) documentation.

The main steps to prepare the send are listed below.

  1. From the delivery dashboard, click Review and send.

    Review and send button in the delivery dashboard {modal="regular"}

  2. Click the Prepare button located in the top right corner, and confirm.

    Prepare button in the delivery dashboard {modal="regular"}

    note note
    NOTE
    If you schedule your delivery and disable the Enable confirmation before sending option, the preparation and sending steps are grouped together under the Prepare and send button. Learn more about scheduling

  3. The preparation progress is displayed. Depending on the size of the targeted population, this operation may take some time.

    You can stop the preparation at any time using the Stop preparation button.

    Stop preparation button in the delivery dashboard {modal="regular"}

    note note
    NOTE
    During the preparation phase, no messages are sent. You can start or stop this without risk of impacting anything.

  4. When the preparation finishes, check the KPIs. If the number of messages to send does not match your expectations, modify your audience and restart the preparation.

    Preparation complete screen showing KPIs {modal="regular"}

    Here are the different KPIs displayed:

    • Targeted: the number of recipients targeted.
    • To deliver: the number of messages that will be sent.
    • To exclude: the number of messages excluded by a typology rule.

  5. Click the Logs button, and check that there are no errors. The last log message displays any error messages and the number of errors. Learn more

    Logs button in the delivery dashboard {modal="regular"}

  6. If the preparation detects a critical error preventing the delivery from being sent, the preparation status appears as failed in the delivery dashboard.

    Error status in the delivery dashboard {modal="regular"}

  7. If you make any changes to your delivery after the preparation, restart the preparation for those changes to be taken into account.

Once the preparation is complete with no errors, your message is ready to be sent.

Send the message send

Once the preparation is complete, you can send your email.

If the message is scheduled, it is sent at the defined date and time. Learn more about scheduling

Send immediately send-immediately

To immediately send an email, follow the steps below.

  1. From the delivery dashboard, click the Send button in the top right corner.

    Send button in the delivery dashboard {modal="regular"}

  2. Confirm this action to immediately send the message to the main target.

  3. The sending progress is displayed.

Schedule the send schedule-the-send

If you schedule your email to send it at a later date and time, follow the steps below.

  1. Before you click the Review and send button, ensure you define a schedule for your email. Learn more about scheduling

  2. From the delivery dashboard, click the Send as scheduled button in the top right corner.

    Send as scheduled button in the delivery dashboard {modal="regular"}

  3. Click Confirm sending. The delivery is sent on the scheduled date to the main target.

    note note
    NOTE
    If you disable the Enable confirmation before sending option, the preparation and sending steps are grouped together under the Prepare and send button. Learn more about scheduling

Pause or stop the sending pause-stop-sending

Whether your delivery is scheduled or not, two actions can be performed at any time during the sending process:

  • Click Pause sending to interrupt the sending of the messages. You can resume sending at any time.

  • Click Stop sending to immediately interrupt sending. Neither preparation nor sending can be resumed once stopped.

Pause or stop sending buttons in the delivery dashboard {modal="regular"}

Check the KPIs check-kpis

Once the send is complete, you can check the KPIs displayed:

KPIs displayed after sending {modal="regular"}

  • Sent: the number of messages delivered. The percentage displayed is based on the total number of messages to deliver.

  • Delivered: the number of messages successfully delivered. The percentage displayed is based on the total number of sent messages.

  • Opens: the number of opened messages. The percentage displayed is the number of distinct opens compared with the number of delivered messages.

  • Clicks: the number of recipients who clicked at least once in the email. The percentage displayed is the number of distinct clicks compared with the number of delivered messages.

  • Errors: the number of emails with the error status. The percentage displayed is based on the total number of sent messages.

NOTE
All the indicators are updated every 5 minutes after the delivery starts. The delivery preparation indicators are real-time.

Learn more about KPIs on this page.

You can also check the logs. Learn more

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