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ModulesEmail CampaignsSending a campaign

Sending a campaign

End-to-end: pick a comms style → choose recipients → write the body → preview → send (or schedule).

Who this is for: anyone with campaigns.manage to compose, plus campaigns.send to fire.

Steps

  1. Open Email Campaigns → + New campaign.
  2. Name — internal label, not shown to recipients.
  3. Comms style — pick one (or define a new one first in Comms styles).
  4. Subject — recipient-facing subject line.
  5. Recipients — pick a contact source:
    • All Volunteers / All Requesters / All Donors etc.
    • Or specific tags + filters.
    • The recipient count updates live; CartonCrew filters out anyone below the comms style’s consent tier.
  6. Snapshot recipients (toggle) — freeze the list now vs. re-evaluate at send. See Recipient snapshots.
  7. Body — Markdown supported. Use Insert helpers to drop org / recipient fields. Click AI draft to start with a Claude-generated draft (see AI drafting).
  8. Preview — opens an in-app render with one of the recipients’ details substituted in.
  9. Send now — fires immediately. Or Schedule to pick a future time.

What you’ll see

Interactive demo — coming soonCompose, schedule, and send a campaignRecorder brief: D1 — Compose, schedule, send. Pick comms style → recipients with consent gate visible → AI-draft → preview → schedule.

Common issues

  • Send button disabled — you don’t have campaigns.send. Compose-only role; ask an Admin to send.
  • Recipient count zero — the comms style’s consent tier is higher than any contact has. Either lower the gate (and verify it’s allowed) or update individual contacts’ tiers.
  • One recipient missing — they’re on None consent or unsubscribed.

Last updated: 2026-06-01 · Applies to: CartonCrew v1.55+

OverviewAI drafting