# Mailings and campaigns: design, schedule and send bulk email

> Build email templates, set up a campaign with follow-ups, schedule it and send it to a mailing list through your own sending domain.

Source: https://enydea.com/en/documentation/mailings-and-campaigns · Last updated 2026-10-17

## What the Mailings screen does

**Mailings** sends bulk email to a list of recipients. It has three tabs: **Template Editor** (design emails and save them as templates), **Campaigns** (group mailings, choose the audience and schedule them) and **Mailing list** (recipients; see [Mailing lists and segments](https://enydea.com/en/documentation/mailing-lists-and-segments.md)). It works on the relation shown in **Current Account**; without one it says "Please select Relation".

![The Mailings start screen offering Blank Template, From Template and Create with AI, above the Template Editor, Campaigns and Mailing list tabs](https://enydea.com/seo-assets/screens/mailings-start.webp)

*The Mailings start screen. The tabs along the top are Template Editor, Campaigns and Mailing list.*

## Before you start

- Verify a sending domain. Campaign mail goes out through your own domain, not through your mailbox. See [Set up a bulk email domain](https://enydea.com/en/documentation/tutorial-set-up-bulk-email-domain.md).
- Create a mailing list with recipients.
- If the domain in **Send from** is not verified when the send time arrives, nobody receives the mailing and it is still marked as sent.

## Build a template

![The mailing template editor with subject line, preview text, view width and font controls and a Tools palette of drag-and-drop blocks](https://enydea.com/seo-assets/screens/mailings-editor.webp)

*The template editor: subject line and preview text at the top, the Tools palette with the blocks you drag onto the page.*

1. Open **Mailings** -> **Template Editor**.
2. Choose how to start: **Blank Template**, **From Template** (**Saved** or **Standard**; **Examples** has no templates) or **Create with AI**. **Recent template** reopens your last one.
3. Fill in **Subject Line** and **Preview Text** (the first lines shown in the inbox).
4. A blank template starts with one section; add more with the **+** icon. Drag blocks from **Tools**: Image, Text, Button, Divider, Accordion, Carousel, Spacer, Social, Footer, Dynamic and Load from URL. The **Footer** block adds your relation's name and address and an unsubscribe link.
5. Click **Preview Mail** to see it at desktop or mobile width. There is no test-send button.
6. Click **Save** and name the template. The dots menu also has **Save as New**, **Download as File**, **Load from File** and **Paste Template**.

Personalise with tokens, in the body or the subject. In **Tools**, **Dynamic input** lists the name, company and title tokens; click one to copy it. Type the others yourself. Tokens read each recipient's list entry:

| Token | Fills in |
|---|---|
| `%recipient_firstname%`, `%recipient_lastname%`, `%recipient_name%` | First name, last name, full name |
| `%recipient_company%`, `%recipient_title%` | Company and title |
| `%recipient_info1%` to `%recipient_info4%` | The **Info1** to **Info4** list fields |
| `%unsubscribe_url%`, `%unsubscribe%` | The unsubscribe address, or a ready-made link |

A missing company becomes "your company", and a greeting such as "Hello %recipient_firstname%," becomes "Hello," when there is no first name.

**AI help:** the sparkle button (**Generate AI Message**) takes a description of at least 10 characters and a website to read, shows a preview, and **Use This Content** loads it. **Create with AI** opens the **AI-Enhanced Mailing Creator** with three tabs: **Configure Mailing**, **Generate Content**, **Review & Customize**. Click **Save & Use** to load the result.

## Create a campaign

A campaign has a name, one or more mailing lists and a chain of mailings: a first mailing and optional follow-ups. The Campaigns tab has no new-campaign button. Create one with **AI campaign setup**:

![A campaign called Autumn valve promotion with its mailing list and the mail it sends](https://enydea.com/seo-assets/screens/mailings-campaigns.webp)

*A campaign: its name, notes, the mailing list it goes to and the mails it contains.*

1. Open the **Campaigns** tab and click **AI campaign setup**.
2. In **What is this campaign about?** describe the goal. Optionally choose a **Primary goal**. Click **Generate plan**.
3. Review the plan: **Campaign name**, the audience with an estimated size, and the **Sequence** with subjects, timing and triggers. Plans can include A/B subject variants and send-time optimization; there is no separate switch for them elsewhere.
4. Click **Create campaign**. Enydea creates the campaign, a dynamic audience list built from your CRM, and the mailings with subjects and timing but no content.
5. Select the campaign in the list. If it appears under a generic name, change it in **Name**.

The generated list is built from CRM relations that have an email address. In **Mailing list**, remove it (click its x) and add your own list if you want a different audience.

For each mailing, click the dots menu -> **Edit**:

1. Click **Show templates** and choose a saved template, then click **Hide templates** to see **Subject**. The template's content is copied into the mailing, so later changes to the template do not change this mailing.
2. Set **From Name**, **Send from** (an address on your verified domain) and **Subject**. Choosing a template can pre-fill **Send from** with a guessed address, so always check it.
3. For a follow-up, set **Send To**: **All**, **Previous Opened**, **Previous Clicked** or **When Visited Link** (then **Select Links**).
4. Set the timing. **Fixed Time** uses **Send time**, **Timezone** and **Send date**. **Dynamic Time** (follow-ups to openers, clickers or link visitors) uses **Hours after click**.
5. Optional: **Add attachment URL** adds a hosted file, fetched when the mail is sent. A link that cannot be fetched is skipped.
6. Click **Save**.

Click **+** beside a mailing (**Add Follow-Up Mail**) to add a follow-up. **Show mails** filters by **All mails**, **Send mails**, **Scheduled mails** and **Not ready**.

## Schedule and send

There is no send-now button. Sending works like this:

1. Click **Schedule** in a mailing's dots menu, or **Schedule All** (clock button) and confirm. Enydea checks the mailing (every mailing, for **Schedule All**) and may show **From field missing**, **Subject field empty**, **Missing mail content**, **Missing Send date** or **Send date must be in the future**. **Schedule All** also needs a list (**Mailinglist missing**) and at least one mailing.
2. Every minute, Enydea sends the scheduled mailings whose date and time have arrived. To send soon, schedule a time a few minutes ahead. A mailing more than 24 hours overdue is not sent automatically by default.
3. Delivery is metered. By default at most 80 messages per hour go out for each sending domain; the rest wait in a queue and follow in later hours. Enydea picks up waiting messages every five minutes, also after a restart.
4. Unsubscribed and bounced addresses are skipped. Dynamic lists refresh first unless you turned that off.
5. The send gate then checks the addresses that belong to contact persons in your CRM. By default it only reports what it would hold back. A company admin can let it leave unconfirmed and undeliverable addresses out of the send. See [Email address verification and the send gate](https://enydea.com/en/documentation/email-address-verification.md).

Once a mailing is sent you cannot edit or delete it, and there is no unschedule option. Delete a scheduled mailing to stop it. Once Enydea has queued the messages, a notification reads "Campaign mailing ... sent to N recipients". If the send gate found addresses it would hold back, or did hold back, the same notification says how many and why. If N is 0, check the domain and the list. Replies go to the **Send from** address, so create it under **Email Addresses** with forwarding.

To check a list's addresses before you send, see [Tutorial: clean a mailing list before a campaign](https://enydea.com/en/documentation/tutorial-clean-a-mailing-list.md).

## Check results

Open the [Dashboard](https://enydea.com/en/documentation/dashboard.md) and add the widget from the speed-dial button **Add mailing data**. It charts Delivered, Opened, Clicked, Unsubscribed, Complained, Stored and Failed. A relation's **Journey** tab shows email interactions per contact.

## On a phone

The drag-and-drop template editor needs a larger screen, so on a phone **Mailings** opens on **Campaigns**. The tabs show only their icons: the pencil is **Template Editor**, the calendar **Campaigns** and the list **Mailing list**. The **Template Editor** shows a note that it works best on a computer or tablet.

On **Campaigns**, tap a campaign to open it across the full screen, and tap the back arrow to return to the list. Build templates on a computer or tablet. See [Navigating Enydea](https://enydea.com/en/documentation/navigating-enydea.md) for the rest of the phone layout.

## Related

- [Mailing lists and segments](https://enydea.com/en/documentation/mailing-lists-and-segments.md)
- [Tutorial: your first campaign](https://enydea.com/en/documentation/tutorial-first-campaign.md)
- [Set up a bulk email domain](https://enydea.com/en/documentation/tutorial-set-up-bulk-email-domain.md)
- [Email address verification and the send gate](https://enydea.com/en/documentation/email-address-verification.md)