# How to send your first campaign

> Create an email campaign, add its content, set the subject and sender, choose the audience, send a test, then send it now or schedule it and read the report.

Product: Kelune CRM Cloud (hosted by us). Page: https://kelunecrm.com/docs/cloud/getting-started/first-campaign

A campaign is one email sent to many contacts at once, such as a newsletter or an announcement. This guide takes one campaign from a blank draft to its report.

> **Before you start:**
>
> - [Connect an email provider](https://kelunecrm.com/docs/cloud/getting-started/connect-email-provider). Without one, nothing is sent.
> - Have contacts in at least one list, tag, or segment. See [How to import contacts](https://kelunecrm.com/docs/cloud/getting-started/import-contacts).
> - You need the permission to create campaigns, and to send them. Agent and Viewer cannot send.

## Step 1: Create the campaign

1. Click **Campaigns** in the sidebar.
2. Click **Create campaign**.
3. Enter a **Campaign name**. Only your team sees it.
4. Add a **Description** if it helps your team.
5. Click **Create and edit**.

![The Create campaign window with the Campaign name and Description fields](https://kelunecrm.com/images/docs/cloud/getting-started/first-campaign/create-campaign.webp)

The editor opens with four steps: **Content**, **Subject & sender**, **Audience**, and **Review**. Click **Save & next** at the top right to save a step and move on, or **Back** to return.

## Step 2: Add the content

1. Choose the editor in the menu above the email: **Visual editor** or **Rich text editor**.
2. To start from a design, click **Templates**, pick a template, and click **Use template**.
3. Build the email. In the visual editor, drag blocks such as **Heading**, **Paragraph**, **Image**, and **Button** from the left panel onto the email.
4. Click **Preview** to see it as recipients will.
5. Click **Save & next**.

![The Content step in the visual editor with the block panel on the left and the email on the right](https://kelunecrm.com/images/docs/cloud/getting-started/first-campaign/content.webp)

Merge tags such as `{{first_name}}` fill in each contact's own value. Every campaign ends with the workspace footer and its unsubscribe link, so you do not add one yourself. See [How to design email templates](https://kelunecrm.com/docs/cloud/email-campaigns/email-templates).

## Step 3: Set the subject and sender

1. Enter the **Email subject**.
2. Enter **Preview text**, the line inboxes show after the subject.
3. Under **Emails sender**, choose who the email comes from.
4. Click **Save & next**.

![The Subject & sender step with the subject, preview text and sender fields](https://kelunecrm.com/images/docs/cloud/getting-started/first-campaign/subject-and-sender.webp)

| Sender option | What it sends as |
| --- | --- |
| **Global email** | The workspace's default From name and address, through the default email provider |
| **Email provider** | The verified From address of the provider you choose |
| **Custom** | The **From name**, **From email**, and **Reply-to email** you enter, through the default provider |

## Step 4: Choose the audience

1. Under **Target recipients**, choose one or more **Target lists**, **Target tags**, or **Target segments**.
2. Under **Exclude recipients**, choose anyone to leave out.
3. Check the count at the bottom, such as "1,852 contacts will get this email".
4. Click **Save & next**.

![The Audience step with two target lists and the recipient count](https://kelunecrm.com/images/docs/cloud/getting-started/first-campaign/audience.webp)

A contact in two targets gets the email once. Exclusions win over targets. Only **Active** contacts with an email address are counted and sent to. A segment counts the contacts it had at its last refresh.

## Step 5: Review and send a test

The **Review** step checks the campaign under **Before you send**. Each item is marked ready or needs attention, with **Edit** to go back to it.

1. Click **Send test**.
2. Enter your **Email address** and send it.
3. Open the test in your inbox and check the content, links, and sender.

![The Review step with the Before you send checklist and the When to send options](https://kelunecrm.com/images/docs/cloud/getting-started/first-campaign/review.webp)

## Step 6: Send now or schedule

1. Under **When to send**, choose **Send now** or **Schedule for later**.
2. For **Schedule for later**, pick the date and time. Times are in the workspace time zone, shown under the picker.
3. Click **Send** or **Schedule**.
4. Confirm in the window that opens.

> **Caution:**
>
> A sent campaign cannot be recalled. Sending starts right away for every contact counted in the audience.

You can unschedule a scheduled campaign until it starts. While it sends, you can pause or cancel it from its page. See [How to manage email campaigns](https://kelunecrm.com/docs/cloud/email-campaigns/email-campaign).

## Read the report

Open the campaign from **Campaigns** to see its report.

![The campaign report on the Overview tab with sent, delivered, bounced and unsubscribe totals and open and click rates](https://kelunecrm.com/images/docs/cloud/getting-started/first-campaign/report.webp)

| Tab | What it shows |
| --- | --- |
| **Overview** | Sent, delivered, bounced, and unsubscribed totals, open and click rates, and **Opens and clicks over time** |
| **Recipients** | Every recipient and what they did |
| **Links** | Clicks per link |
| **Devices and locations** | Where and on what devices the email was opened |

## Common questions

**The campaign paused by itself.** The plan's daily or monthly email limit was used up. The message on the campaign says which. Resume it after the limit resets, or upgrade.

**Some emails failed.** Open the campaign and retry the failed emails once the cause is fixed, such as a provider that was disconnected.

**Can I send it again to people who did not open it?** Yes, with a follow-up. See [How to send a campaign follow-up](https://kelunecrm.com/docs/cloud/email-campaigns/campaign-follow-ups).

## Where to go next

- [How to manage email campaigns](https://kelunecrm.com/docs/cloud/email-campaigns/email-campaign)
- [How to A/B test a campaign](https://kelunecrm.com/docs/cloud/email-campaigns/ab-test-campaign)
- [How to build segments](https://kelunecrm.com/docs/cloud/contacts/segments)