Run a campaign

A campaign is a segmented, template-based send with a consent filter applied at execution time — not at segment-build time. That distinction matters: a contact who opts out between build and send is excluded automatically.

1. Build the segment in the CDP.
2. Select an approved marketing template.
3. Schedule the send, respecting recipient time zones and quiet hours.
4. Review audience count, estimated cost and the consent filter, then launch.
5. Read delivery, read and reply rates once complete.

Before a large send

Warn support at least three business days ahead so account throughput is raised, and check your quality tier — a marginal rating plus a large marketing send is how accounts get restricted.

Steps at a glance

1. Build a segmentFilter the CDP on attributes, events and consent state to define the audience.
2. Select an approved templateMarketing templates must be approved before the send.
3. Schedule the sendPick a send window that respects recipient time zones and quiet hours.
4. Review and launchCheck the audience count, estimated cost and consent filter, then launch.
5. Read the resultsReview delivery, read and reply rates, and handle opt-outs automatically.