How a campaign works | AgentsMail.io Documentation

A campaign is one email sent once to one audience. It carries its own subject and its own HTML — copied from a template if you started from one, but never linked back to it. Editing the template afterwards changes nothing here.

Campaign or series?

Your campaign list holds two things, and only one of them is a campaign you wrote. A campaign is one email you send yourself. Your November newsletter: you write it, you pick the list, you send it now or you schedule it for Tuesday 9:00. One departure, one audience, done. A series is a calendar of emails built in Sequences, and each of its steps becomes a campaign on the day it goes out. A product launch, for example: a teaser on 15 March, the announcement on 18 March, a last reminder on 22 March. You build those three steps once, in the sequence editor, and the whole audience receives each one together on its date. What that means for this screen:

On the day a step is due, AgentsMail creates a real campaign named <series name> · step N and sends it. From then on it is an ordinary campaign: same statuses, same statistics, same list.
Before that day, the campaign does not exist. Nothing is written, nothing is in draft — which is deliberate: a draft sitting in your list could be sent by hand, out of the series' order.
The Series tab shows those steps that have not happened yet, with the date each one is due. They are a forecast, not rows: no actions on them, and clicking one takes you to its sequence, where the dates are set.

So a scheduled campaign and an upcoming series step both mean "an email will go out" — the difference is that the first already exists and you scheduled it, and the second will be created for you on its date. Before sending, you can run a spam risk report on it — an editorial read of the subject, the preview text and the body, plus the counts filters actually weigh.

The statuses

Status	What it means	What you can still do
`draft`	Being written. Nothing has left.	Everything
`scheduled`	Waiting for its departure time.	Cancel the schedule, which returns it to draft
`sending`	Emails are going out.	Nothing
`sent`	Finished.	Read its statistics
`failed`	The send stopped on an error.	Read the reason

There is no going back from sent. A campaign is never sent twice — resending means creating another one.

The two lines the inbox shows

Next to the subject sits the preview text: the line the inbox displays right after it. Leave it empty and the mail client composes that line itself, from the first visible text of your email — often "View online" or "Hello Camille". Fill it in and you decide what it says. The counter next to the field is a hint, not a rule: past 90 characters most inboxes cut the line off, and the field itself accepts up to 200. Nothing is ever refused because of it. For the preview text to appear, the email must make room for it — a hidden block carrying {{preheader}}. Every template in the gallery has one. If yours does not, the campaign still sends: only that line falls back to the first visible text. The preview panel shows subject and preview text together, exactly as the inbox will read them, and a test send carries the same line as the real one.

A second opinion on your tone

While you edit the content, the diagnostics bar at the bottom of the editor carries a Spam risk pill next to the weight, the unsubscribe link and the postal address. Click it and a panel opens: Analyse the content reads the campaign's name, its subject, its preview text and the body you are editing — including changes you have not saved yet — and answers with one of four levels: low, moderate, high or critical. It shows how likely each level is, and how confident it is. It is an editorial opinion: how insistent, how commercial, how pressuring your writing reads. It is not a prediction of what Gmail's filters will do, and it says nothing about your domain or your deliverability. When it has something specific to point at — manufactured urgency, a promise nothing backs up, repeated pressure to act now, scarcity claimed out of nowhere — it lists it. It never changes anything. Your content, your subject and the campaign's status are untouched, and the analysis never blocks a send — you can ignore a critical verdict and send anyway.

What an analysis costs

Each analysis uses one unit, and the panel shows how many you have left for the period. Analysing again after an edit costs another one. Your allowance comes with your plan:

Plan	Analyses per period
Free	10
Pro	100
Enterprise	10,000

An analysis that does not come back — no answer in time, the service busy — costs you nothing: the unit is returned. Cancelling is different: the analysis has already been asked for, so its unit is counted, and the panel tells you so and shows the updated balance. Once your allowance is spent, the panel says so and the button is greyed out until the next period; everything else about the campaign keeps working, sending included. The keywords, the capital letters and the exclamation marks are not what this looks at — those you can see for yourself. It reads the tone.

Choosing the audience

A campaign targets one list, optionally narrowed by a tag or a segment. Both narrow; nothing widens. The number shown before departure is an estimate. The real audience is resolved when the send runs: only subscribers, minus anyone who unsubscribed in the meantime, minus suppressed addresses, minus the people who declined the campaign's topic.

Sending, or scheduling

Sending is immediate and irreversible; the confirmation says so and shows what is about to go out. Scheduling asks for a date and time in your organization's time zone — the one set in sending settings, not the one your laptop is in. A scheduled campaign can be cancelled up to its departure and goes back to draft.

Send yourself a test first. A test delivers the real thing to one address, with sample data and a harmless unsubscribe link. It costs a real send against your quota, and it counts in no statistic. It is the only way to see what a mail client will actually do with your HTML.

Each campaign can be signed by a specific sender identity; without one, the organization's default is used.

The calendar

Campaigns → Calendar shows everything that leaves, by month, week or day, or as a list. Times are in your organization's time zone.

Scheduled campaigns can be dragged to another day or time to reschedule them — at least one minute in the future. Drafts, campaigns underway and sent ones stay where they are.
Series steps appear dashed, as a forecast: the campaign does not exist yet, so it cannot be moved from here. Clicking one opens the series, which is where its dates are changed.
Sent campaigns stay on the day they left, as a record.

The public archive

With Settings → Organization → Public archive on, every sent campaign — past and future — gets a public web page, and your organization gets an index of them at /public/<your-organization>. A campaign's preview shows the link (Public page ↗). The pages can be indexed by search engines. Turning the setting off closes every page at once; nothing is deleted, and turning it back on reopens them.

What refuses

Sending is refused, with the reason named, when marketing sending is paused across AgentsMail, when your organization is not allowed to send, when your domain is not verified, or when your balance is short — the message says how many units are missing. In every one of these cases the draft is intact and no email left. The full list, and what to do about each, is on why a send is refused.

What it implies elsewhere

The unsubscribe link is verified, never injected: if the rendered HTML does not contain {{unsubscribeUrl}}, the send is refused. Nothing is appended to your markup on your behalf. Everything above works over HTTP as well — creating a campaign, checking its rendering, triggering it. See Content & Send.