Compose and send
1
Start a draft
Choose Send email and pick a template. Only templates with designed content can be picked. An archived or empty template cannot start a draft. The draft opens on its own page. The subject is prefilled from the template and can be edited for this send only.
2
Pick recipients
Filter or search the attendee table and select people, or apply a cohort to add a group. A hand-picked selection can be saved as a cohort with Save as cohort. A send takes up to 2,000 recipients.
3
Set variable values
Each custom variable needs a unified value for this send. Every recipient sees it. All must be filled before sending. Under Per-recipient values, a value can be overridden for one saved recipient. Empty fields fall back to the unified value. Built-in variables (name, email, event, ticket type, and similar) fill themselves.
4
Preview
Preview renders one person’s email as the send will produce it. Type a name to pick the person. Preview reads the saved draft. Save first to see the latest changes.
5
Confirm and send
Sending requires confirmation: type the subject line back. The send goes out immediately. There is no scheduling. The draft becomes a permanent send record.
The send record
Every send that ran is kept, with:- The subject, template, and content as they were at send time. Later template edits do not change the record.
- Overall outcome: Delivered, Partly delivered, or Failed, with a delivered count such as
48/50. - A per-recipient list on the send detail page: address, name, and individual outcome. A failure for one recipient does not stop the rest.
Rules
- A send = a template × an audience. The template holds the design. The draft holds the audience, the subject, and this send’s variable values.
- Recipients resolve against the live attendee list at send time. A registration removed after it was picked is dropped from the batch.
- All unified variable values must be filled before send proceeds.
- A sent draft cannot be edited or re-sent. Start a new draft from the same template.
- Send records are never edited and never deleted.
- Test sends are on the template page. They go to one address and are not recorded here. See Email templates.
- Automations use the same templates and keep their own run history. See Automations.
Next
Cohorts
A recipient group, reused from any send draft.
Attendees
The attendee list the recipient picker filters and searches.