Marketing email

Marketing email sends campaigns, such as newsletters and offers, to groups of your contacts. Each campaign moves through five steps in one workspace: Edit, Settings, Recipients, Send and Analyze.

Marketing emails

Note

Sending is switched on per deployment. If Send now or Schedule fails with Sending is not enabled for this deployment, ask your Nuvioo administrator.

The campaign list

The page shows four totals across all your sent emails: Sent, Open rate, Click rate and Unsubscribes.

Control	What it does
Create email	Starts a new campaign.
Search box	Searches the name and subject of your emails.
Filter	Narrows the list by Status and Owner. Click Apply, or Clear filters.
Quick views	All, Drafts, Scheduled, Sent and My messages, each with a count.
Gear button	Opens Sending addresses.

The table shows the Name with its subject, Status, Recipients, Open rate, Click rate and a date. The date reads Sends for a scheduled email, Edited for a draft and the send date for a sent email. Click a row to open it. A sent email opens in Analyze. Any other email opens in Edit.

Statuses are Draft, Scheduled, Sending, Sent, Paused and Cancelled.

Create a campaign

1. Name it and pick a starting point

   Click Create email. Enter an Internal name. Only your team sees it. Choose Start from scratch or a template, then click Create.

   Template	What it contains
   Start from scratch	An empty canvas.
   Monthly newsletter	Header, article summary and a footer.
   Promotion	Hero image, offer copy and a call-to-action button.
   Welcome	A friendly onboarding message for new contacts.
   Event invite	Event details with one RSVP button.
   Plain text	A single text block styled like a personal note.

   

2. Edit the design

   Add blocks from the Block library and click a block to change it. Use Preview to see the email. See Email editor blocks and tokens.

   

3. Settings

   Enter the subject, preview text and sender, and style the template. See Settings step.

   

4. Recipients

   Choose who receives the email. See Recipients step.

   

5. Review and send

   Fix anything listed as required, then send now or schedule. See Send step.

   

Work in the workspace

The top of the workspace shows the campaign name, which you can click to rename, a status label and the five steps.

• Save saves your changes. Discard throws them away. Unsaved changes shows while you have edits that aren’t saved.
• There is no autosave. Moving to another step saves for you. If the save fails, you stay where you are.
• Back and Next move between steps. The Back link at the top left returns to the list and asks before it discards unsaved changes.
• A chip such as 2 to fix counts the required items still missing.
• Next and the step bar stop you at the first step that has a required item missing. A message says Complete this step and puts the cursor on the field.
• Analyze is greyed out until the email sends. A sent email is read-only.

Settings step

Sending information

Field	Required	What it does
Subject line	Yes	The subject. A counter warns that inboxes truncate around 60 characters on mobile. Insert token adds personalization.
Preview text		The line many inboxes show after the subject. If it’s empty, inboxes show the first line of the body.
From name and From address	Yes	Pick one of your verified sending addresses. Unverified ones show Not verified and can’t be chosen. Click Manage sending addresses to add one.
Use as reply-to address		When ticked, replies go to the From address. Untick it to enter a different reply-to address.

If the sending address has its own reply-to in Sending addresses, that address is used when the email sends.

The Inbox preview card shows how the subject, preview text and sender appear.

Template style

These options apply to the whole email.

Group	Options
Layout & type	Font (Inter, System, Helvetica, Georgia, Times New Roman, Courier New, Trebuchet MS or Verdana), Content width (560, 600, 640 or 700 pixels) and Body size (12, 14, 16 or 18).
Colours	Page background, Content background, Body text, Headings and Links.
Button	Fill, Label, Label size, and Corners (from Square to Pill).

A width of 600 is safest. Over 700 can clip in Outlook. If a colour pair is hard to read, a warning shows the contrast ratio.

Organisation

Internal name renames the campaign. Owner sets who owns it. Owner is what My messages and the Owner filter use.

Recipients step

There are no saved lists. You define the audience for each email with conditions and individual contacts.

Send to includes people. Don’t send to removes them, even if they match.

Part	What it does
By conditions under Send to	Contacts must match all conditions. Click + Add condition, choose a field, an operator and a value.
Individual contacts under Send to	Adds contacts by name or email. They receive the email even if they don’t match the conditions.
By conditions under Don’t send to	Removes anyone who matches.
Individual contacts under Don’t send to	Never sends to these contacts, whatever the conditions say.

The fields you can use in a condition:

Group	Field	Operators
Forms	Submitted form	is, is any of
Forms	Form UTM source, Form UTM campaign	is, is any of, contains
Deals	Deal stage	is, is any of
Company	Associated company	is, is any of
Contact	Contact owner	is, is not, is any of, is known, is unknown
Contact	Job title	is, contains, is known, is unknown

Other fields appear greyed out because they aren’t available yet.

The panel on the right shows Matched by conditions and Would receive this email, with the reasons people were left out. These contacts never receive marketing email:

• Contacts with no email address.
• Contacts who opted out of marketing email.
• Contacts whose email previously hard bounced.

If two contacts share an email address, the address receives the email once.

Note

Every marketing email carries an unsubscribe link in its footer. When someone unsubscribes or reports spam, they are opted out on their contact record and left out of every later send. A hard bounce also leaves the address out of later sends. After the email sends, the audience is frozen and the step becomes read-only.

Send step

Review lists what must be fixed, what to check and suggestions.

Level	Examples
Required	Subject line is empty, From name is not set, Email has no content blocks, Audience has no sendable contacts. A very large audience also blocks sending: the default maximum is 50,000 contacts per send. If the size can’t be counted exactly, you must refine the conditions.
Warning	Preview text is empty, or a subject over 60 characters.

Send now is on by default. Choose Schedule for later to pick a date, time and Timezone: your account’s timezone or your own. The date must be in the future. The When row shows the result.

Warning

Send now and Schedule email every sendable contact in the audience. Check the recipient count, the subject and the From row first, then confirm the dialog that asks whether to send the email to that number of contacts. There is no test send, so read the Preview in Edit carefully. To test a real send, create a separate email with only yourself under Individual contacts.

After you confirm, the Send step shows progress:

Status	What you can do
Scheduled	Click Unschedule to return the email to a draft.
Sending	Click Pause to halt sending, or Cancel. The count shows how many are sent and how many failed.
Paused	Click Resume to continue, or Cancel.
Sent	Click View results.
Cancelled	Shows how many were already sent. Recipients not yet sent never receive the email.

Some emails show indeterminate: Nuvioo couldn’t confirm whether they were delivered, and doesn’t retry them automatically.

See how a campaign did

After sending, open the email and go to Analyze. See Analyze a campaign.

Analyze (sample data)