Sending an email campaign in Salesgenie is designed to be straightforward and flexible. You can build your campaign step by step, save your progress at any point, and return later to make edits before launching. Below is the complete process:

Step 1 of 3: Add Recipients

1.     From the left-hand navigation panel, click Email campaign and then Create new campaign.

2.     Name your campaign so you can easily find it later.

3.     Add recipients by selecting one of your saved lists.

a.     You also have the option to upload a suppression file to exclude specific email addresses (e.g., past unsubscribes or customers you don’t want to include).

b.     If you'd like to monitor delivery, add a seed list (up to 10 test addresses). Seeds are sent free of charge.

4.     Once you’ve added your audience, click Next.

Note: Any previous unsubscribes are automatically removed from your campaign audience.

Step 2 of 3: Add Subject Line, Sender Info, and Content

1.     Enter your subject line and preview text (this appears in the inbox below the subject).

2.     Add your From Name, Friendly From Address, and Reply-To Address.

You must verify your sender email before continuing.

A verification email will be sent to your inbox. Click Verify Email Address in that message.

Once verified, your email status will show as Verified in Salesgenie.

3.     Enter your physical business address. This ensures compliance with CAN-SPAM requirements. Click “Save” and continue to the next step.

4.     Create your email content. You have several options:

• Stock templates: Browse ready-to-use layouts for common email types.
• Previous designs: Reuse designs from past campaigns.
• Import a template: Upload your own HTML file (required), plus supporting files like .png, .jpg, or .gif.
• Design from scratch: Use the drag-and-drop editor to create a custom layout. Add text, images, buttons, dividers, and social icons.

5.     Save your design and click Next.

Step 3 of 3: Schedule Your Campaign

1.     Choose the date and time you want your campaign to send. You’ll see a calendar view where you can select your preferred day and time zone

2.     Review the overview of your campaign. It will show:

• The total number of emails scheduled to send
• Any suppressed or unsubscribed contacts
• Hard bounces detected in your audience file
• The final adjusted send count (the number you’ll be billed for)

3.     Accept the CAN-SPAM Compliance Agreement Waiver

4.     Your campaign is now scheduled and will be deployed automatically.