Which tool for which job
| You want to | Use |
|---|---|
| Email a newsletter or offer | Email Campaigns, this page. |
| WhatsApp a few dozen people now | Whatsapp Broadcast. See Broadcasts. |
| WhatsApp hundreds of people, paced and scheduled | Scheduled Broadcast (called blast campaigns in analytics). |
| Send an official template on a business number | WABA Broadcast. See WhatsApp Business. |
Before you start: SendGrid
Open Email Campaigns (needs the Email Campaigns feature). The SendGrid Readiness panel must read Connected. Click Add/Edit SendGrid API Key, paste a key from your SendGrid account, and save; the app validates it. Until then, creating a campaign is locked.
The five-step campaign
- Campaign Details: a title and the From email.
- Add Recipients: upload an Excel file with Name and Email columns, or paste lines such as Name, email@example.com. Move contacts into To, CC or BCC. At least one To recipient is required.
- Compose Email: a subject and a rich-text body with images and attachments. Personalisation chips insert
{{name}}and any other column you imported. - Review & Send: a read-only recap. Send.
- Delivery Status: results per recipient.
The overview page shows counts of Total, Draft, Sent and Scheduled campaigns and a Recent Campaigns list to reopen drafts.
Delivery status
Each recipient shows Delivered, Failed, Pending or Sending with a timestamp and any error from SendGrid. A sent campaign cannot be sent again; duplicate it as a new campaign instead.
Sender reputation
SendGrid applies its own limits and requires a verified sender. Bounces and spam reports affect your SendGrid account, not the app.