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Send or schedule a mailing

This article covers the final stage of creating a mailing; sending it to your contacts. If you haven't already created a mailing, follow the instructions below to get started:

  1. Open the Campaigns section in your account.
  2. On the Emails page, click Create a new mailing.
  3. Choose a template option. You can start with a blank template, code your own, or pick a design from the template gallery.

Mailing details

When you've finished working on the content for a new mailing, click Review & send in the editor to open the mailing details page:


The following sections provide an overview of the options and settings.

Choose recipients

You can send to groups, segments, or individuals. The specified groups or segments are refreshed at the time of send to ensure your mailing is sent to the current audience. Either start typing a name into the field, or click the person icon on the right to display your full list of groups and segments.


Exclude recipients

You also have the option to exclude contacts in your audience by selecting the "Exclude an audience segment" checkbox. This will display a dropdown menu of your existing segments, and allows you to select one segment only.

If you need to exclude more than one segment of contacts, create a new segment that combines the criteria of the existing segments.

After the mailing has been sent, you can refer to your response page to view the contacts who were in the excluded segment when the email was sent:

  1. Open the Response section in your account.
  2. On the Mailings page, click on the name of the sent mailing.
  3. Click the Excluded tab.


Split test your subject line

Split testing, also known as A/B testing, is a way of working out which of two options is the most effective in terms of encouraging opens. With subject line split testing you can test up to three variations. Below the subject line field, click Switch to split test.

You can also do content split testing, which is set up before you get to the final review and send page.

Preheader text

Preheader text is a brief description of what's in your email. It's not displayed in the email itself, but appears in the email preview of most inboxes, following the subject line.


If you don't write anything, inboxes that show this text will pull it from the first line of text in the plain-text version of your mailing.

Sender and reply-to details

Here, you can overwrite the default sender name and email address for your account, and optionally set the updated information as the new default. You can also add a reply-to address.

Select a signup form

If you have more than one classic signup form, you can choose which one to link to from the footer of your email template.

A standard email template footer containing the manage preferences link

Schedule the send time

If you don't want to send right away, click Schedule for later at the bottom of the page. Then select a future date and time for the mailing to be sent.

The send time is based on the time zone set in your account. If it's incorrect, click your name at the top right of your account, then select Account. This will open on the "Basics" tab where you can change the time zone.

If you need to change the scheduled send time, or make any other edits before the send time arrives, follow our instructions to edit a scheduled mailing.

You can't stop, recall, or edit a sent email after it has left our servers. For a list of reminders to help prevent mistakes, see our pre-send checklist.


When scheduling your email, you will be given the option to be notified once it starts.
notify me.png

You can add multiple emails if your team members need to be notified as well.

The Head's Up email is an image (preview) of the mailing that's about to start sending and not the email itself. Since this not the actual mailing, your links will not work in the preview image.

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