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How to Send or Schedule a Regular Email Campaign

Learn how to create, send now, or schedule a regular email campaign in GHL Customer Care. See delivery options, setup steps, tips for testing, and managing sends fast.

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On this page
  1. Key Benefits of Regular Email Campaigns
  2. How To Send or Schedule a Regular Email Campaign
  3. Step 1: Create an Email campaign
  4. Step 2: Design the email
  5. Step 3: Select a delivery option (Send Now or Schedule)
  6. Frequently Asked Questions
  7. Related Articles

Regular email campaigns let you send one‑time broadcasts to targeted contacts without automation. This guide shows how to send campaigns immediately or schedule delivery for a future time.

TABLE OF CONTENTS

What is a Regular Email Campaign?

Regular email campaigns are one‑time broadcast emails you design and send to a selected audience from the Email Marketing area. They’re ideal for time‑bound announcements, promotions, or newsletters that don’t require workflow automation.

Note: To send an email, make sure that you have a verified domain to send email.

Key Benefits of Regular Email Campaigns

  • Speed: Send updates to a segment instantly without building automations.
  • Control: Choose exact send time or pacing with Simple Schedule or Batch.
  • Targeting: Use segments/smart lists to reach the right audience.
  • Deliverability: Throttle large sends with Batch (Drip) to reduce traffic spikes.
  • Flexibility: Pair with RSS or Smart Send/AI Schedule for timing intelligence.

How To Send or Schedule a Regular Email Campaign

Proper setup reduces errors and improves deliverability. Follow these steps to prepare, send, and manage your campaign confidently.

Step 1: Create an Email campaign

  1. Go to Marketing > Email > Campaigns.

    Step 1 of 2: Go to Marketing > Email > Campaigns What this shows Step 1 of 2: Go to Marketing > Email > Campaigns. What this shows Shows where to go for step 1 of 2 in the "Step 1: Create an Email campaign" section of "How to Send or Schedule a Regular Email Campaign". This screenshot accompanies step 1 of 2 in the "Step 1: Create an Email campaign" section of "How to Send or Schedule a Regular Email Campaign". At this point in the walkthrough you go to Marketing > Email > Campaigns. For context, this section explains: Go to Marketing > Email > Campaigns. Create a New Campaign or Edit an Existing one. The navigation path used here is Marketing > Email > Campaigns. The next step is to create a New Campaign or Edit an Existing one. Step 1 of 2Path: Marketing > Email > CampaignsImage 1 of 7 Where to goGo to Marketing > Email > Campaigns.
    Buttons and menus referenced Marketing > Email > CampaignsNewCampaignEditExisting
    Next stepCreate a New Campaign or Edit an Existing one.
    All 2 steps in this procedure
    1. Go to Marketing > Email > Campaigns. this image
    2. Create a New Campaign or Edit an Existing one.

  2. Create a New Campaign or Edit an Existing one.

    Step 2 of 2: Create a New Campaign or Edit an Existing one What this shows Step 2 of 2: Create a New Campaign or Edit an Existing one. What this shows Shows what this covers for step 2 of 2 in the "Step 1: Create an Email campaign" section of "How to Send or Schedule a Regular Email Campaign". This screenshot accompanies step 2 of 2 in the "Step 1: Create an Email campaign" section of "How to Send or Schedule a Regular Email Campaign". At this point in the walkthrough you create a New Campaign or Edit an Existing one. The navigation path used here is Marketing > Email > Campaigns. Step 2 of 2Path: Marketing > Email > CampaignsImage 2 of 7 What this coversCreate a New Campaign or Edit an Existing one.
    Buttons and menus referenced NewCampaignEditExistingMarketing > Email > Campaigns
    All 2 steps in this procedure
    1. Go to Marketing > Email > Campaigns.
    2. Create a New Campaign or Edit an Existing one. this image

Step 2: Design the email

Note: Read this article to learn more about How to use the Email Builder and its Inline Editor.

  1. Build or select a template.

  2. Add content, images, and links.

  3. Use Preview and Test Email to verify layout on desktop and mobile.

    Step 3 of 3: Use Preview and Test Email to verify layout on desktop and mobile What this shows Step 3 of 3: Use Preview and Test Email to verify layout on desktop and mobile. What this shows Shows what this covers for step 3 of 3 in the "Step 2: Design the email" section of "How to Send or Schedule a Regular Email Campaign". This screenshot accompanies step 3 of 3 in the "Step 2: Design the email" section of "How to Send or Schedule a Regular Email Campaign". At this point in the walkthrough you use Preview and Test Email to verify layout on desktop and mobile. Step 3 of 3Image 3 of 7 What this coversUse Preview and Test Email to verify layout on desktop and mobile.
    Buttons and menus referenced PreviewTest Emailarticle
    All 3 steps in this procedure
    1. Build or select a template.
    2. Add content, images, and links.
    3. Use Preview and Test Email to verify layout on desktop and mobile. this image

Step 3: Select a delivery option (Send Now or Schedule)

  1. Click on the Send or Schedule button.

    Step 1 of 4: Click on the Send or Schedule button What this shows Step 1 of 4: Click on the Send or Schedule button. What this shows Shows what to click for step 1 of 4 in the "Step 3: Select a delivery option (Send Now or Schedule)" section of "How to Send or Schedule a Regular Email Campaign". This screenshot accompanies step 1 of 4 in the "Step 3: Select a delivery option (Send Now or Schedule)" section of "How to Send or Schedule a Regular Email Campaign". At this point in the walkthrough you click on the Send or Schedule button. For context, this section explains: Click on the Send or Schedule button. Optional: Attach files to an Email Send Now for immediate delivery. Schedule to set a future date/time. This part of the guide covers 1 field, listed below. The next step is to optional: Attach files to an Email. Step 1 of 4Image 4 of 7 What to clickClick on the Send or Schedule button.
    Fields in this part of the guide Optional: Attach files to an Email
    Buttons and menus referenced SendScheduleOptional: Attach files to an EmailSend or ScheduleAttach FilesSend NowSenderNamedomainEmailSubjectLine
    Next stepOptional: Attach files to an Email
    Example values
    Optional: Attach files to an Email
    priya.raman@northgatedental.com

    Illustrative values showing the expected format. They are not read from the screenshot.

    All 4 steps in this procedure
    1. Click on the Send or Schedule button. this image
    2. Optional: Attach files to an Email
    3. Send Now for immediate delivery.
    4. Schedule to set a future date/time.

  2. Optional: Attach files to an Email

    1. On the Send or Schedule screen, click Attach Files.

    2. Select the file(s) you want to include. (Maximum attachment size should be within 10MB)

    3. Confirm the attachment(s) are listed before you send or schedule the campaign.

      Step 3 of 3: Confirm the attachment(s) are listed before you send or schedule the… What this shows Step 3 of 3: Confirm the attachment(s) are listed before you send or schedule the campaign. What this shows Shows how to confirm for step 3 of 3 in the "Step 3: Select a delivery option (Send Now or Schedule)" section of "How to Send or Schedule a Regular Email Campaign". This animation accompanies step 3 of 3 in the "Step 3: Select a delivery option (Send Now or Schedule)" section of "How to Send or Schedule a Regular Email Campaign". At this point in the walkthrough you confirm the attachment(s) are listed before you send or schedule the campaign. This part of the guide covers 1 field, listed below. Step 3 of 3Image 5 of 7 How to confirmConfirm the attachment(s) are listed before you send or schedule the campaign.
      Fields in this part of the guide Optional: Attach files to an Email
      Buttons and menus referenced SendScheduleOptional: Attach files to an EmailSend or ScheduleAttach FilesSend NowSenderNamedomainEmailSubjectLine
      Example values
      Optional: Attach files to an Email
      priya.raman@northgatedental.com

      Illustrative values showing the expected format. They are not read from the screenshot.

      All 3 steps in this procedure
      1. On the Send or Schedule screen, click Attach Files.
      2. Select the file(s) you want to include. (Maximum attachment size should be within 10MB)
      3. Confirm the attachment(s) are listed before you send or schedule the campaign. this image

  3. Send Now for immediate delivery.

    1. Add Sender Name.

    2. Review Sender domain or check your domain configuration.

    3. Add Sender Email.

    4. Add Subject Line.

    5. Add Recipients.

    6. Configure Additional Settings like Link Tracking, UTM Tracking, Tags as needed.

    7. Click on the Send button.

      Step 7 of 7: Click on the Send button What this shows Step 7 of 7: Click on the Send button. What this shows Shows what to click for step 7 of 7 in the "Step 3: Select a delivery option (Send Now or Schedule)" section of "How to Send or Schedule a Regular Email Campaign". This animation accompanies step 7 of 7 in the "Step 3: Select a delivery option (Send Now or Schedule)" section of "How to Send or Schedule a Regular Email Campaign". At this point in the walkthrough you click on the Send button. For context, this section explains: Click on the Send or Schedule button. Optional: Attach files to an Email Send Now for immediate delivery. Schedule to set a future date/time. This part of the guide covers 1 field, listed below. Step 7 of 7Image 6 of 7 What to clickClick on the Send button.
      Fields in this part of the guide Optional: Attach files to an Email
      Buttons and menus referenced SendScheduleOptional: Attach files to an EmailSend or ScheduleAttach FilesSend NowSenderNamedomainEmailSubjectLine
      Example values
      Optional: Attach files to an Email
      priya.raman@northgatedental.com

      Illustrative values showing the expected format. They are not read from the screenshot.

      All 7 steps in this procedure
      1. Add Sender Name.
      2. Review Sender domain or check your domain configuration.
      3. Add Sender Email.
      4. Add Subject Line.
      5. Add Recipients.
      6. Configure Additional Settings like Link Tracking, UTM Tracking, Tags as needed.
      7. Click on the Send button. this image

  4. Schedule to set a future date/time.

    1. Set Schedule at Date and Time. (The email will be sent according to the Location timezone and it will be shown under the schedule at option)
    2. Add Sender Name.
    3. Review Sender domain or check your domain configuration.
    4. Add Sender Email.
    5. Add SubjectLine.
    6. Add Recipients.
    7. Configure AdditionalSettings like LinkTracking, UTMTracking, Tags as needed.
    8. Click on the Schedule button.
      Step 8 of 8: Click on the Schedule button What this shows Step 8 of 8: Click on the Schedule button. What this shows Shows what to click for step 8 of 8 in the "Step 3: Select a delivery option (Send Now or Schedule)" section of "How to Send or Schedule a Regular Email Campaign". This animation accompanies step 8 of 8 in the "Step 3: Select a delivery option (Send Now or Schedule)" section of "How to Send or Schedule a Regular Email Campaign". At this point in the walkthrough you click on the Schedule button. For context, this section explains: Click on the Send or Schedule button. Optional: Attach files to an Email Send Now for immediate delivery. Schedule to set a future date/time. This part of the guide covers 1 field, listed below. Step 8 of 8Image 7 of 7 What to clickClick on the Schedule button.
      Fields in this part of the guide Optional: Attach files to an Email
      Buttons and menus referenced ScheduleSendOptional: Attach files to an EmailSend or ScheduleAttach FilesSend NowSenderNamedomainEmailSubjectLine
      Example values
      Optional: Attach files to an Email
      priya.raman@northgatedental.com

      Illustrative values showing the expected format. They are not read from the screenshot.

      All 8 steps in this procedure
      1. Set Schedule at Date and Time. (The email will be sent according to the Location timezone and it will be shown under the schedule at option)
      2. Add Sender Name.
      3. Review Sender domain or check your domain configuration.
      4. Add Sender Email.
      5. Add Subject Line.
      6. Add Recipients.
      7. Configure Additional Settings like Link Tracking, UTM Tracking, Tags as needed.
      8. Click on the Schedule button. this image

Frequently Asked Questions

Q: Can I reschedule the Email Campaign?
Yes, you can reschedule the Email Campaign for Schedule before one hour of the execution date/time.

Q: What’s the difference between Campaigns and Workflows for sending emails?
Campaigns are one‑time broadcasts. Workflows automate multi‑step journeys and can send emails based on triggers/conditions.

Q: Can I test before committing to a send?
Yes. Use Preview and Test Email from the editor, then confirm details on the Review step.

Q: Can I send the campaign via URL and email?

Yes, there will be a preview available in the Statistics and the user can send the test email to check the preview. [Note: User will not be able to unsubscribe in test or preview email]

Q: I want to restore the older version as I have deleted or processed wrong way?

Yes. In the campaign editor, open the three-dot menu and select See Version History to restore an earlier version.

You can also open Email AI and ask it to restore the previous version, a numbered version, or a version associated with an earlier change. Review the restored version on the canvas before continuing.

Q: Can I attach a file to an email campaign?

Yes. On the Send or Schedule screen, click the Attach Files button at the top of the page to upload and add attachments to your email campaign.

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